Welch & Forbes LLC

Position in LMT — Lockheed Martin Corp

CIK 105495 Boston, MA

Position in LMT

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$4,091,473

-$411,232 QoQ

Shares Held

8,031

+7.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#664

of 2,765 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Industrials · as of Jun 30, 2026

Welch & Forbes LLC holds $269,779,346 across 12 Aerospace & Defense names. LMT ranks #4 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	1,069,878	$202,987,952
2	LHX	L3harris Technologies, Inc. /De/	139,101	$40,421,359
3	GE	General Electric Co	44,138	$16,495,694
4	LMT	Lockheed Martin Corp This page	8,031	$4,091,473
5	NOC	Northrop Grumman Corp /De/	2,968	$1,511,632
6	GD	General Dynamics Corp	4,121	$1,459,823
7	HONA	Honeywell Aerospace Inc.	4,815	$1,063,152
8	HWM	Howmet Aerospace Inc.	2,757	$741,247

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,091,473	8,031	+7.8%	Shares	Sole	2026-07-30
2026-03-31	$4,502,705	7,450	+1.7%	Shares	Sole	2026-05-01
2025-12-31	$3,543,850	7,327	-0.2%	Shares	Sole	2026-02-10
2025-09-30	$3,665,199	7,342	0.0%	Shares	Sole	2025-11-04
2025-06-30	$3,400,373	7,342	0.0%	Shares	Sole	2025-08-05
2025-03-31	$3,279,744	7,342	+0.1%	Shares	Sole	2025-05-02
2024-12-31	$3,563,398	7,333	+0.9%	Shares	Sole	2025-02-07
2024-09-30	$4,249,751	7,270	0.0%	Shares	Sole	2024-11-04
2024-06-30	$3,395,817	7,270	-4.9%	Shares	Sole	2024-08-02
2024-03-31	$3,478,390	7,647	+2.3%	Shares	Sole	2024-05-03
2023-12-31	$3,388,422	7,476	-1.5%	Shares	Sole	2024-02-06
2023-09-30	$3,103,597	7,589	+1.9%	Shares	Sole	2023-11-03
2023-06-30	$3,428,449	7,447	+0.4%	Shares	Sole	2023-07-28
2023-03-31	$3,508,129	7,421	-3.4%	Shares	Sole	2023-04-14
2022-12-31	$3,738,675	7,685	0.0%	Shares	Sole	2023-02-02
2022-09-30	$2,968,638	7,685	+0.9%	Shares	Sole	2022-10-31
2022-06-30	$3,273,715	7,614	+1.9%	Shares	Sole	2022-07-22
2022-03-31	$3,299,023	7,474	-2.8%	Shares	Sole	2022-04-25
2021-12-31	$2,733,458	7,691	-0.6%	Shares	Sole	2022-01-19
2021-09-30	$2,669,348	7,735	+2.1%	Shares	Sole	2021-10-13
2021-06-30	$2,866,001	7,575	-3.6%	Shares	Sole	2021-07-22
2021-03-31	$2,903,900	7,859	-0.5%	Shares	Sole	2021-04-14
2020-12-31	$2,805,051	7,902	+23.3%	Shares	Sole	2021-01-20
2020-09-30	$2,456,441	6,409	+14.4%	Shares	Sole	2020-10-23
2020-06-30	$2,044,281	5,602	+0.6%	Shares	Sole	2020-07-15
2020-03-31	$1,887,612	5,569	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.