Lockheed Martin Investment Management’s Vanguard Total Bond Market BND Stock Holding History

Lockheed Martin Investment Management’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$54.8M	Sell	747,000 -35,000	-4%	-$2.57M	2.17%	13
2026 Q1	$57.6M	Buy	782,000 +62,000	+9%	+$4.6M	2.11%	16
2025 Q4	$53.3M	Hold	720,000	–	–	1.78%	19
2025 Q3	$53.5M	Hold	720,000	–	–	1.97%	14
2025 Q2	$53M	Hold	720,000	–	–	1.94%	14
2025 Q1	$52.9M	Buy	720,000 +50,000	+7%	+$3.63M	2.15%	15
2024 Q4	$48.2M	Buy	670,000 +20,000	+3%	+$1.46M	1.92%	15
2024 Q3	$48.8M	Hold	650,000	–	–	2.26%	13
2024 Q2	$46.8M	Hold	650,000	–	–	2.71%	9
2024 Q1	$47.2M	Hold	650,000	–	–	3.43%	8
2023 Q4	$47.8M	Hold	650,000	–	–	3.42%	8
2023 Q3	$45.4M	Buy	650,000 +50,000	+8%	+$3.57M	3.48%	8
2023 Q2	$43.6M	Hold	600,000	–	–	2.5%	10
2023 Q1	$44.3M	Sell	600,000 -50,000	-8%	-$3.66M	2.51%	9
2022 Q4	$56.7M	Hold	650,000	–	–	3.77%	6
2022 Q3	$46.4M	Sell	650,000 -1,220,000	-65%	-$91.3M	3.73%	6
2022 Q2	$141M	Hold	1,870,000	–	–	9.56%	1
2022 Q1	$149M	Sell	1,870,000 -220,000	-11%	-$18M	8.19%	1
2021 Q4	$177M	Buy	2,090,000 +150,000	+8%	+$12.8M	9.48%	1
2021 Q3	$166M	Sell	1,940,000 -50,000	-3%	-$4.32M	8.99%	1
2021 Q2	$171M	Buy	1,990,000 +40,000	+2%	+$3.41M	8.94%	2
2021 Q1	$165M	Buy	1,950,000 +20,000	+1%	+$1.72M	8.45%	1
2020 Q4	$170M	Buy	+1,930,000	New	+$170M	8.81%	1

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Lockheed Martin Investment Management's BND Position: Q2 2026 in Review

Lockheed Martin Investment Management reduced its Vanguard Total Bond Market (BND) stake by 4.5% in Q2 2026, selling an estimated $2.57M and leaving 747,000 shares worth $54.8M. The position accounts for 2.17% of the portfolio, ranked #13.

Lockheed Martin Investment Management first reported a position in BND in Q4 2020 and has held it in 23 quarters since. The position peaked at $177M in Q4 2021. 1,817 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Lockheed Martin Investment Management held 747,000 shares of Vanguard Total Bond Market worth $54.8M as of Q2 2026.
Lockheed Martin Investment Management sold 35,000 Vanguard Total Bond Market shares in Q2 2026, an estimated $2.57M.
Vanguard Total Bond Market made up 2.17% of Lockheed Martin Investment Management's portfolio in Q2 2026, its #13 holding.
Lockheed Martin Investment Management first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 23 quarters since.
Lockheed Martin Investment Management's Vanguard Total Bond Market position peaked at $177M in Q4 2021.
1,817 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Lockheed Martin Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.