LOCKHEED MARTIN INVESTMENT MANAGEMENT CO EFA — ISHARES MSCI EAFE INDEX

Ownership history in LOCKHEED MARTIN INVESTMENT MANAGEMENT CO  ·  2 quarters on record

AI Ownership Summary

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO reported ISHARES MSCI EAFE INDEX (EFA) in 2 quarterly 13F filings from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 2.94% in 2026 Q3. The latest visible filing shows EFA at 2.94% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LOCKHEED MARTIN INVESTMENT MANAGEMENT CO's position in ISHARES MSCI EAFE INDEX, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

EFA was reported at 2.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.94% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EFA stock page LOCKHEED MARTIN INVESTMENT MANAGEMENT CO fund profile LOCKHEED MARTIN INVESTMENT MANAGEMENT CO full holdings
How LOCKHEED MARTIN INVESTMENT MANAGEMENT CO held EFA — position size vs. price
% of Fund (quarterly)    EFA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 398,015 +126,215 +46.4% 2.94% $41.3M 2026-11-04 $105.72
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EFA

As of 2026 Q3 — sorted by position size

New York University 49.67% Ryan Investment Management, Inc. 24.02% Brewster Financial Planning LLC 3Y 18.56% ANB BANK 15.04% ARRIEN INVESTMENTS, INC. 13.55% Latigo Investments, LLC 3Y 12.91% BREAKTHRU ADVISORY SERVICES, LLC 12.74% HT Partners LLC 3Y 7Y 12.38% WoodTrust Financial Corp 3Y 7Y 12.08% Fluent Financial, LLC 3Y 7Y 11.79%

FAQ About LOCKHEED MARTIN INVESTMENT MANAGEMENT CO and EFA

These are the practical questions this page is built to answer before you even open the full history table.

How long has LOCKHEED MARTIN INVESTMENT MANAGEMENT CO reported owning EFA?

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO reported EFA across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported EFA position in LOCKHEED MARTIN INVESTMENT MANAGEMENT CO's portfolio?

The largest reported portfolio weight for EFA was 2.94% in 2026 Q3.

What is the latest reported EFA position on this page?

The most recent filing on this page is 2026 Q3, when LOCKHEED MARTIN INVESTMENT MANAGEMENT CO reported 398,015 shares, equal to 2.94% of portfolio, with an estimated market value of $41.3M.

What does the chart on this EFA ownership page compare?

The chart compares LOCKHEED MARTIN INVESTMENT MANAGEMENT CO's quarterly EFA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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