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 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 $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boit C.F. David's LMT Position: Q1 2026 in Review

Boit C.F. David held its Lockheed Martin (LMT) position steady in Q1 2026 at 5,260 shares worth $3.18M. The position accounts for 1.41% of the portfolio, ranked #25.

Boit C.F. David first reported a position in LMT in Q2 2021 and has held it in 19 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Boit C.F. David held 5,260 shares of Lockheed Martin worth $3.18M as of Q1 2026.
Boit C.F. David left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 1.41% of Boit C.F. David's portfolio in Q1 2026, its #25 holding.
Boit C.F. David first reported a position in Lockheed Martin in Q2 2021 and has held it in 19 quarters since.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.