Lockheed Martin Shares Sold by Meiji Yasuda Asset Management

Institutional investor trims stake in aerospace giant by over 40% in Q3

Published on Mar. 9, 2026

Meiji Yasuda Asset Management Co Ltd. reduced its position in Lockheed Martin Corporation (NYSE:LMT) by 43.3% during the third quarter, according to a recent 13F filing with the SEC. The fund now owns 5,259 shares of the aerospace company's stock, down from 9,275 shares previously.

Why it matters

Lockheed Martin is one of the world's largest defense contractors, with a diverse portfolio of military aircraft, missile systems, and space technologies. Institutional investor activity in the company's stock can provide insights into broader market sentiment and expectations around the defense industry.

The details

According to the 13F filing, Meiji Yasuda Asset Management sold 4,016 shares of Lockheed Martin during the third quarter, reducing its total stake to 5,259 shares. The fund's holdings in Lockheed Martin were valued at $2.625 million at the end of the quarter.

  • Meiji Yasuda Asset Management reduced its Lockheed Martin stake during the third quarter of 2026.

The players

Meiji Yasuda Asset Management Co Ltd.

A Japanese institutional investment management firm.

Lockheed Martin Corporation

A global aerospace and defense company headquartered in Bethesda, Maryland.

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The takeaway

The reduction in Meiji Yasuda's Lockheed Martin stake could signal a shift in investor sentiment around the defense industry, though broader market and economic factors likely also played a role. Continued monitoring of institutional activity and analyst commentary around Lockheed Martin and other major defense contractors could provide further insights.