Position in BCS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,824,864
+$473,120 QoQ
Shares Held
142,400
-10.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#114
of 552 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BCS 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. BCS ranks #3 (6.4% 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/
|
266,960 | $15,211,380 | |
| 3 | BCS |
Barclays PLC
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|
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 BCS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,824,864 | 142,400 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,351,744 | 158,400 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,904,030 | 153,400 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,065,789 | 196,700 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $7,705,555 | 414,500 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||