Boit C.F. David’s Lockheed Martin LMT Stock Holding History

Boit C.F. David’s Portfolio LMT Stock Details LMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.68M	Hold	5,260	–	–	1.13%	27
2026 Q1	$3.18M	Hold	5,260	–	–	1.41%	25
2025 Q4	$2.86M	Hold	5,260	–	–	1.23%	25
2025 Q3	$2.63M	Hold	5,260	–	–	1.19%	26
2025 Q2	$2.44M	Hold	5,260	–	–	1.17%	26
2025 Q1	$2.35M	Hold	5,260	–	–	1.18%	26
2024 Q4	$2.56M	Hold	5,260	–	–	1.04%	26
2024 Q3	$3.17M	Hold	5,260	–	–	1.57%	22
2024 Q2	$2.46M	Buy	5,260 +400	+8%	+$185K	1.28%	26
2024 Q1	$2.24M	Buy	4,860 +2,100	+76%	+$920K	1.23%	26
2023 Q4	$1.27M	Hold	2,760	–	–	0.72%	34
2023 Q3	$1.13M	Buy	2,760 +40	+1%	+$17.7K	0.77%	32
2023 Q2	$1.25M	Hold	2,720	–	–	0.83%	32
2023 Q1	$1.35M	Buy	2,720 +800	+42%	+$375K	0.92%	31
2022 Q4	$934K	Hold	1,920	–	–	0.67%	34
2022 Q3	$742K	Buy	+1,920	New	+$802K	0.6%	36
2022 Q1	$847K	Hold	1,920	–	–	0.56%	38
2021 Q4	$682K	Hold	1,920	–	–	0.43%	46
2021 Q3	$668K	Buy	1,920 +800	+71%	+$290K	0.46%	45
2021 Q2	$424K	Buy	+1,120	New	+$431K	0.32%	50

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Boit C.F. David's LMT Position: Q2 2026 in Review

Boit C.F. David held its Lockheed Martin (LMT) position steady in Q2 2026 at 5,260 shares worth $2.68M. The position accounts for 1.13% of the portfolio, ranked #27.

Boit C.F. David first reported a position in LMT in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.18M in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Boit C.F. David held 5,260 shares of Lockheed Martin worth $2.68M as of Q2 2026.
Boit C.F. David left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 1.13% of Boit C.F. David's portfolio in Q2 2026, its #27 holding.
Boit C.F. David first reported a position in Lockheed Martin in Q2 2021 and has held it in 20 quarters since.
Boit C.F. David's Lockheed Martin position peaked at $3.18M in Q1 2026.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Boit C.F. David's 13F filing for Q2 2026, filed 30 Jul 2026.