Grandfield & Dodd’s Lockheed Martin LMT Stock Holding History

Grandfield & Dodd’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	$204K	Sell	338 -200	-37%	-$123K	0.01%	206
2025 Q4	$260K	Hold	538	–	–	0.01%	190
2025 Q3	$269K	Hold	538	–	–	0.02%	190
2025 Q2	$249K	Hold	538	–	–	0.01%	197
2025 Q1	$240K	Hold	538	–	–	0.01%	185
2024 Q4	$261K	Hold	538	–	–	0.02%	187
2024 Q3	$314K	Hold	538	–	–	0.02%	170
2024 Q2	$251K	Hold	538	–	–	0.02%	189
2024 Q1	$245K	Hold	538	–	–	0.02%	188
2023 Q4	$244K	Hold	538	–	–	0.02%	178
2023 Q3	$220K	Buy	+538	New	+$239K	0.02%	175
2023 Q2	–	Sell	-433	Closed	-$205K	–	195
2023 Q1	$205K	Hold	433	–	–	0.01%	188
2022 Q4	$211K	Buy	+433	New	+$201K	0.02%	186

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

Grandfield & Dodd's LMT Position: Q1 2026 in Review

Grandfield & Dodd reduced its Lockheed Martin (LMT) stake by 37% in Q1 2026, selling an estimated $123K and leaving 338 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #206.

Grandfield & Dodd first reported a position in LMT in Q4 2022 and has held it in 13 quarters since. The position peaked at $314K in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Grandfield & Dodd held 338 shares of Lockheed Martin worth $204K as of Q1 2026.
Grandfield & Dodd sold 200 Lockheed Martin shares in Q1 2026, an estimated $123K.
Lockheed Martin made up 0.01% of Grandfield & Dodd's portfolio in Q1 2026, its #206 holding.
Grandfield & Dodd first reported a position in Lockheed Martin in Q4 2022 and has held it in 13 quarters since.
Grandfield & Dodd's Lockheed Martin position peaked at $314K in Q3 2024.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Grandfield & Dodd's 13F filing for Q1 2026, filed 7 May 2026.