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Lockheed Martin Investment Management Co.
Paul Colonna · Asset Manager · Multi-Strategy
Lockheed Martin Investment Management Company (LMIMCo) is the dedicated investment management subsidiary of Lockheed Martin Corporation, responsible for overseeing the company's retirement trust assets. Based in Bethesda, Maryland, the firm manages approximately $80 billion in assets for both defined benefit and defined contribution plans globally. Established to centralize the management of employee benefit funds, LMIMCo focuses on sophisticated asset allocation, manager selection, and comprehensive risk management. The institution employs a multi-asset approach, investing across public equities, fixed income, and alternative asset classes such as private equity, real estate, and hedge funds. By utilizing a team of specialized professionals, LMIMCo strives to meet the long-term financial commitments of the aerospace and defense leader while ensuring the financial security of its workforce through various market cycles. Its history is marked by a rigorous fiduciary focus and the implementation of diverse investment strategies to achieve sustainable, risk-adjusted growth for plan participants.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +20.5% |
| YTD return | +15.2% |
| Sharpe ratio | 3.45 |
| Win rate | 67% |
| AUM | $1.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.lockheedmartin.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 14.2% | +20.1% |
| GOOGL | Alphabet Inc Class A | 13.7% | +21.1% |
| AAPL | Apple Inc | 12.5% | +25.1% |
| MSFT | Microsoft Corporation | 9.5% | -0.1% |
| AMZN | Amazon.com Inc | 8.7% | +14.4% |
| META | Meta Platforms Inc. | 4.2% | -3.1% |
| AVGO | Broadcom Inc | 3.9% | +4.9% |
| TSM | Taiwan Semiconductor Manufacturing | 3.8% | +40.6% |
| JNJ | Johnson & Johnson | 3.4% | +48.3% |
| SNDK | Sandisk Corp | 3.3% | +23.6% |
| LYG | Lloyds Banking Group PLC ADR | 3.2% | +24.5% |
| XOM | Exxon Mobil Corp | 3.1% | +1.5% |
| BTI | British American Tobacco p.l.c. | 2.6% | +6.0% |
| JPM | JPMorgan Chase & Co | 2.6% | +13.1% |
| TSLA | Tesla Inc | 2.2% | -20.7% |
| KO | The Coca-Cola Company | 2.1% | +24.9% |
| DUK | Duke Energy Corporation | 1.8% | -1.5% |
| MU | Micron Technology Inc | 1.8% | +5.8% |
| PEP | PepsiCo Inc | 1.7% | -2.4% |
| NEM | Newmont Goldcorp Corp | 1.5% | +8.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | SELL | TSM | 5.7% → 3.8% |
| Aug 17, 2026 | SELL | JNJ | 3.3% → 3.4% |
| Aug 17, 2026 | BUY | MSFT | 8.4% → 9.5% |
| Aug 17, 2026 | BUY | META | 3.9% → 4.2% |
| Aug 17, 2026 | SELL | NVDA | 16.7% → 14.2% |
Investment Style Analysis
Lockheed Martin Investment Management Co. is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $1.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Lockheed Martin Investment Management Co. made a significant move by reducing the position in TSM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
LMIMCo’s investment philosophy is centered on achieving superior risk-adjusted returns to fulfill long-term pension and benefit obligations. The firm utilizes a disciplined, multi-asset strategy that emphasizes strategic asset allocation and the selection of high-performing external investment managers. By integrating internal fundamental research with robust risk oversight, LMIMCo constructs a diversified portfolio that spans global public markets and private alternative investments. The firm’s approach is defined by a long-term perspective, capital preservation, and a commitment to fiduciary duty, aiming to balance growth opportunities with the stability required to meet future benefit payments for Lockheed Martin’s employees and retirees.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Lockheed Martin Investment Management Co..
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Frequently asked questions
How is the simulated portfolio for Lockheed Martin Investment Management Co. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Lockheed Martin Investment Management Co.'s largest holding?
As of the latest filing, Lockheed Martin Investment Management Co.'s top position is NVIDIA Corporation (NVDA), representing 14.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is Lockheed Martin Investment Management Co.'s historical performance and risk profile?
Our simulation indicates a total return of +20.5% with a win rate of 67%. Notably, the portfolio maintains a Sharpe Ratio of 3.45, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Lockheed Martin Investment Management Co. primarily invest in?
Lockheed Martin Investment Management Co. has a strong preference for the Semiconductors sector, which makes up 23.7% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Lockheed Martin Investment Management Co.'s portfolio concentrated or diversified?
Lockheed Martin Investment Management Co. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 40.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Lockheed Martin Investment Management Co. performed in 2026?
Our AI-simulated model portfolio for Lockheed Martin Investment Management Co. tracks a Year-to-Date (YTD) return of +15.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Paul Colonna manage Lockheed Martin Investment Management Co. directly?
Yes, Paul Colonna serves as the key portfolio manager for Lockheed Martin Investment Management Co., overseeing the investment strategy and final capital allocation decisions.