LOCKHEED MARTIN INVESTMENT MANAGEMENT CO

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 897599 BETHESDA, MD

Position in SMFG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,741,854

+$282,922 QoQ

Shares Held

73,870

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#127

of 457 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO holds $59,585,209 across 8 Banks - Diversified names. SMFG ranks #7 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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	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. This page	73,870	$1,741,854
8	MUFG	Mitsubishi Ufj Financial Group Inc	84,570	$1,682,097

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,741,854	73,870	0.0%	Shares	Sole	2026-08-12
2026-03-31	$1,458,932	73,870	+5.2%	Shares	Sole	2026-05-07
2025-12-31	$1,357,545	70,230	0.0%	Shares	Sole	2026-02-05
2025-09-30	$1,175,650	70,230	-7.6%	Shares	Sole	2025-10-30
2025-06-30	$1,148,360	76,000	-37.5%	Shares	Sole	2025-08-04
2025-03-31	$1,879,317	121,560	-4.3%	Shares	Sole	2025-05-12
2024-12-31	$1,840,809	127,040	0.0%	Shares	Sole	2025-01-27
2024-09-30	$1,604,515	127,040	-6.6%	Shares	Sole	2024-11-14
2024-06-30	$1,824,430	136,050	-6.3%	Shares	Sole	2024-08-07
2024-03-31	$1,709,710	145,260	-11.5%	Shares	Sole	2024-05-13
2023-12-31	$1,588,004	164,050	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.