LMT LOCKHEED MARTIN CORP

Ownership history in Boit C F David  ·  18 quarters on record

AI Ownership Summary

Boit C F David reported LOCKHEED MARTIN CORP (LMT) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.57% in 2024 Q3. The latest visible filing shows LMT at 1.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Boit C F David's position in LOCKHEED MARTIN CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LMT was reported at 1.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.57% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Boit C F David held LMT — position size vs. price
% of Fund (quarterly)    LMT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 5,260 0% 1.23% $2.9M 2026-02-14 (Est.) $649.16
2025 Q3 UNCHANGED 5,260 0% 1.19% $2.6M 2025-10-28 $479.58
2025 Q2 UNCHANGED 5,260 0% 1.17% $2.4M 2025-07-30 $410.35
2025 Q1 UNCHANGED 5,260 0% 1.18% $2.3M 2025-04-08 $431.57
2024 Q4 UNCHANGED 5,260 0% 1.04% $2.6M 2025-01-24 $480.20
2024 Q3 UNCHANGED 5,260 0% 1.57% $3.2M 2024-10-07 $581.47
2024 Q2 ADDED 5,260 +400 +8.2% 1.28% $2.5M 2024-07-10 $440.23
2024 Q1 ADDED 4,860 +2,100 +76.1% 1.23% $2.2M 2024-05-02 $439.36
2023 Q4 UNCHANGED 2,760 0% 0.72% $1.3M 2024-01-24 $406.45
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Boit C F David and LMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Boit C F David reported owning LMT?

Boit C F David reported LMT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LMT position in Boit C F David's portfolio?

The largest reported portfolio weight for LMT was 1.57% in 2024 Q3.

What is the latest reported LMT position on this page?

The most recent filing on this page is 2025 Q4, when Boit C F David reported 5,260 shares, equal to 1.23% of portfolio, with an estimated market value of $2.9M.

What does the chart on this LMT ownership page compare?

The chart compares Boit C F David's quarterly LMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Boit C F David Holdings