LOCKHEED MARTIN INVESTMENT MANAGEMENT CO BND — Vanguard Total Bond Market ETF

Ownership history in LOCKHEED MARTIN INVESTMENT MANAGEMENT CO  ·  24 quarters on record

AI Ownership Summary

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO reported Vanguard Total Bond Market ETF (BND) in 24 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 3.73% in 2026 Q3. The latest visible filing shows BND at 3.73% 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 BND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LOCKHEED MARTIN INVESTMENT MANAGEMENT CO's position in Vanguard Total Bond Market ETF, 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
2026 Q3

BND was reported at 3.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.73% in 2026 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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.

BND stock page LOCKHEED MARTIN INVESTMENT MANAGEMENT CO fund profile LOCKHEED MARTIN INVESTMENT MANAGEMENT CO full holdings
How LOCKHEED MARTIN INVESTMENT MANAGEMENT CO held BND — position size vs. price
% of Fund (quarterly)    BND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 747,000 — 0% 3.73% $52.4M 2026-11-04 $71.50
2026 Q2 REDUCED — — — 747,000 -35,000 -4.5% 2.17% $54.8M 2026-08-12 $72.03
2026 Q1 ADDED — — — 782,000 +62,000 +8.6% 2.11% $57.6M 2026-05-07 $72.36
2025 Q4 UNCHANGED — — — 720,000 — 0% 1.78% $53.3M 2026-02-05 $72.50
2025 Q3 UNCHANGED — — — 720,000 — 0% 1.97% $53.5M 2025-10-30 $71.92
2025 Q2 UNCHANGED — — — 720,000 — 0% 1.94% $53.0M 2025-08-04 $70.54
2025 Q1 ADDED — — — 720,000 +50,000 +7.5% 2.15% $52.9M 2025-05-12 $68.60
2024 Q4 ADDED — — — 670,000 +20,000 +3.1% 1.92% $48.2M 2025-01-27 $67.82
2024 Q3 UNCHANGED — — — 650,000 — 0% 2.26% $48.8M 2024-11-14 $67.44
2024 Q2 UNCHANGED — — — 650,000 — 0% 2.71% $46.8M 2024-08-07 $67.97
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BND

As of 2026 Q3 — sorted by position size

New Jersey Better Educational Savings Trust 3Y 7Y 41.52% BURRUS FINANCIAL SERVICES, INC. 35.9% GuidedMoney, LLC 27.16% Gridiron Partners, LLC 23.22% SimpliFi, Inc. 3Y 7Y 20.37% Gibson Wealth Advisors LLC 3Y 19.34% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 18.99% Golden Bell Financial Planning LLC 18.63% STONE LOFT WEALTH MANAGEMENT LLC 15.12% Level Wealth Management LLC 14.47%

FAQ About LOCKHEED MARTIN INVESTMENT MANAGEMENT CO and BND

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

How long has LOCKHEED MARTIN INVESTMENT MANAGEMENT CO reported owning BND?

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO reported BND across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported BND position in LOCKHEED MARTIN INVESTMENT MANAGEMENT CO's portfolio?

The largest reported portfolio weight for BND was 3.73% in 2026 Q3.

What is the latest reported BND position on this page?

The most recent filing on this page is 2026 Q3, when LOCKHEED MARTIN INVESTMENT MANAGEMENT CO reported 747,000 shares, equal to 3.73% of portfolio, with an estimated market value of $52.4M.

What does the chart on this BND ownership page compare?

The chart compares LOCKHEED MARTIN INVESTMENT MANAGEMENT CO's quarterly BND 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.

How well did LOCKHEED MARTIN INVESTMENT MANAGEMENT CO time their BND position?

Based on 13F filing dates vs. subsequent BND price moves, LOCKHEED MARTIN INVESTMENT MANAGEMENT CO correctly timed 7 out of 13 reported position changes (54%). The annualised alpha on BND relative to SPY over the holding period was -12.5%.

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