LOCKHEED MARTIN INVESTMENT MANAGEMENT CO
Position in UNH — Unitedhealth Group Inc
CIK 897599
BETHESDA, MD
Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,138,855
+$2,134,123 QoQ
Shares Held
14,770
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#899
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026LOCKHEED MARTIN INVESTMENT MANAGEMENT CO holds $8,156,130 across 2 Healthcare Plans names. UNH ranks #1 (75.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
14,770 | $6,138,855 | |
| 2 | CVS |
CVS HEALTH Corp
|
19,500 | $2,017,275 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,138,855 | 14,770 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,004,732 | 14,800 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $9,820,772 | 29,750 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,174,621 | 26,570 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $8,030,107 | 25,740 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $29,309,050 | 55,960 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $22,262,898 | 44,010 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $27,631,976 | 47,260 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $20,268,548 | 39,800 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $19,580,226 | 39,580 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $21,322,035 | 40,500 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $18,579,401 | 36,850 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $20,023,462 | 41,660 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,148,398 | 23,590 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $24,439,707 | 46,097 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $22,285,900 | 44,127 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $22,664,951 | 44,127 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $22,671,736 | 44,457 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $20,350,227 | 40,527 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $14,417,133 | 36,897 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,589,732 | 33,937 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $16,217,415 | 43,587 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $16,400,251 | 46,767 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $14,580,547 | 46,767 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $14,374,978 | 48,737 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $12,154,033 | 48,737 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||