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
Q1 		$6.75M Sell
11,161
-138
-1% -$85K 1.6% 24
2025
Q4 		$5.46M Sell
11,299
-393
-3% -$188K 1.26% 31
2025
Q3 		$5.84M Buy
11,692
+188
+2% +$85.3K 1.29% 28
2025
Q2 		$5.33M Buy
11,504
+388
+3% +$182K 1.27% 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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Research & Management's LMT Position: Q1 2026 in Review

Boston Research & Management reduced its Lockheed Martin (LMT) stake by 1.2% in Q1 2026, selling an estimated $85K and leaving 11,161 shares worth $6.75M. The position accounts for 1.6% of the portfolio, ranked #24.

Boston Research & Management first reported a position in LMT in Q2 2021 and has held it in 20 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Boston Research & Management held 11,161 shares of Lockheed Martin worth $6.75M as of Q1 2026.
  • Boston Research & Management sold 138 Lockheed Martin shares in Q1 2026, an estimated $85K.
  • Lockheed Martin made up 1.6% of Boston Research & Management's portfolio in Q1 2026, its #24 holding.
  • Boston Research & Management first reported a position in Lockheed Martin in Q2 2021 and has held it in 20 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.