LOCKHEED MARTIN INVESTMENT MANAGEMENT CO
Position in BAC — Bank Of America Corp /De/
CIK 897599
BETHESDA, MD
Position in BAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,211,380
+$768,705 QoQ
Shares Held
266,960
-9.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#574
of 3,589 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LOCKHEED MARTIN INVESTMENT MANAGEMENT CO holds $59,585,209 across 8 Banks - Diversified names. BAC ranks #2 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
94,089 | $30,798,152 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
266,960 | $15,211,380 | |
| 3 | BCS |
Barclays PLC
|
142,400 | $3,824,864 | |
| 4 | ING |
Ing Groep NV
|
82,100 | $2,576,298 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
16,800 | $1,932,000 | |
| 6 | SAN |
Banco Santander, S.A.
|
131,780 | $1,818,564 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
73,870 | $1,741,854 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
84,570 | $1,682,097 |
All Filings in BAC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,211,380 | 266,960 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $14,442,675 | 296,260 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $16,123,800 | 293,160 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $32,481,579 | 629,610 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $25,709,902 | 543,320 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $38,512,199 | 922,890 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $43,459,957 | 988,850 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $31,232,128 | 787,100 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,123,371 | 430,560 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $7,371,268 | 194,390 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $15,942,745 | 473,500 | Shares | Sole | 2024-02-12 | |
| 2020-12-31 | $4,407,074 | 145,400 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,622,341 | 274,900 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,816,968 | 244,925 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $11,628,201 | 547,725 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||