BRM
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Boston Research & Management’s Lockheed Martin LMT Stock Holding History

Boston Research & Management’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 		$5.69M Buy
11,177
+16
+0.1% +$8.65K 1.26% 32
2026
Q1 		$6.75M Sell
11,161
-138
-1% -$85K 1.58% 25
2025
Q4 		$5.47M Sell
11,299
-393
-3% -$188K 1.24% 32
2025
Q3 		$5.84M Buy
11,692
+163
+1% +$74K 1.28% 28
2025
Q2 		$5.34M Buy
11,529
+413
+4% +$193K 1.26% 36
2025
Q1 		$4.96M Sell
11,116
-90
-0.8% -$41.4K 1.23% 35
2024
Q4 		$5.45M Buy
11,206
+72
+0.6% +$39.2K 1.34% 30
2024
Q3 		$6.51M Buy
11,134
+154
+1% +$82.7K 1.53% 26
2024
Q2 		$5.13M Buy
10,980
+45
+0.4% +$20.8K 1.3% 30
2024
Q1 		$4.97M Buy
10,935
+184
+2% +$80.6K 1.23% 37
2023
Q4 		$4.87M Buy
10,751
+295
+3% +$131K 1.29% 35
2023
Q3 		$4.28M Buy
10,456
+167
+2% +$74.1K 1.26% 34
2023
Q2 		$4.74M Buy
10,289
+53
+0.5% +$24.6K 1.34% 31
2023
Q1 		$4.84M Buy
10,236
+47
+0.5% +$22K 1.44% 25
2022
Q4 		$4.96M Sell
10,189
-20
-0.2% -$9.29K 1.53% 24
2022
Q3 		$3.94M Buy
10,209
+79
+0.8% +$33K 1.34% 34
2022
Q2 		$4.36M Hold
10,130
– – 1.41% 29
2022
Q1 		$4.47M Sell
10,130
-111
-1% -$45K 1.3% 36
2021
Q4 		$3.64M Buy
10,241
+668
+7% +$231K 0.99% 43
2021
Q3 		$3.3M Buy
9,573
+628
+7% +$227K 0.98% 43
2021
Q2 		$3.38M Buy
+8,945
New +$3.44M 1.03% 41

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Boston Research & Management's LMT Position: Q2 2026 in Review

Boston Research & Management increased its Lockheed Martin (LMT) stake by 0.14% in Q2 2026, buying an estimated $8.65K and bringing the position to 11,177 shares worth $5.69M. The position accounts for 1.26% of the portfolio, ranked #32.

Boston Research & Management first reported a position in LMT in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.75M in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Boston Research & Management held 11,177 shares of Lockheed Martin worth $5.69M as of Q2 2026.
  • Boston Research & Management bought 16 Lockheed Martin shares in Q2 2026, an estimated $8.65K.
  • Lockheed Martin made up 1.26% of Boston Research & Management's portfolio in Q2 2026, its #32 holding.
  • Boston Research & Management first reported a position in Lockheed Martin in Q2 2021 and has held it in 21 quarters since.
  • Boston Research & Management's Lockheed Martin position peaked at $6.75M in Q1 2026.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Boston Research & Management's 13F filing for Q2 2026, filed 11 Aug 2026.