Beacon Financial Group’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.87M | Sell |
5,624
-163
| -3% | -$88.1K | 0.26% | 90 |
|
|
2026
Q1 | $3.5M | Sell |
5,787
-375
| -6% | -$231K | 0.35% | 74 |
|
|
2025
Q4 | $2.98M | Sell |
6,162
-246
| -4% | -$118K | 0.3% | 83 |
|
|
2025
Q3 | $3.2M | Sell |
6,408
-847
| -12% | -$384K | 0.31% | 80 |
|
|
2025
Q2 | $3.36M | Sell |
7,255
-652
| -8% | -$305K | 0.35% | 75 |
|
|
2025
Q1 | $3.53M | Sell |
7,907
-885
| -10% | -$407K | 0.39% | 70 |
|
|
2024
Q4 | $4.27M | Sell |
8,792
-33
| -0.4% | -$18K | 0.46% | 56 |
|
|
2024
Q3 | $5.16M | Sell |
8,825
-423
| -5% | -$227K | 0.56% | 50 |
|
|
2024
Q2 | $4.32M | Sell |
9,248
-419
| -4% | -$194K | 0.49% | 54 |
|
|
2024
Q1 | $4.4M | Buy |
+9,667
| New | +$4.24M | 0.5% | 53 |
|
|
2023
Q1 | – | Sell |
-1,246
| Closed | -$606K | – | 226 |
|
|
2022
Q4 | $606K | Buy |
1,246
+27
| +2% | +$12.5K | 0.08% | 164 |
|
|
2022
Q3 | $472K | Hold |
1,219
| – | – | 0.07% | 183 |
|
|
2022
Q2 | $508K | Buy |
1,219
+9
| +0.7% | +$3.95K | 0.08% | 179 |
|
|
2022
Q1 | $541K | Buy |
1,210
+29
| +2% | +$11.8K | 0.07% | 186 |
|
|
2021
Q4 | $418K | Buy |
1,181
+50
| +4% | +$17.3K | 0.05% | 207 |
|
|
2021
Q3 | $396K | Buy |
1,131
+78
| +7% | +$28.2K | 0.05% | 206 |
|
|
2021
Q2 | $400K | Buy |
1,053
+102
| +11% | +$39.2K | 0.06% | 197 |
|
|
2021
Q1 | $336K | Hold |
951
| – | – | 0.05% | 192 |
|
|
2020
Q4 | $336K | Sell |
951
-1,145
| -55% | -$421K | 0.05% | 197 |
|
|
2020
Q3 | $770K | Hold |
2,096
| – | – | 0.14% | 131 |
|
|
2020
Q2 | $770K | Buy |
2,096
+14
| +0.7% | +$5.29K | 0.15% | 128 |
|
|
2020
Q1 | $726K | Sell |
2,082
-81
| -4% | -$31.9K | 0.16% | 121 |
|
|
2019
Q4 | $842K | Buy |
2,163
+510
| +31% | +$196K | 0.11% | 125 |
|
|
2019
Q3 | $641K | Sell |
1,653
-8
| -0.5% | -$3.01K | 0.11% | 128 |
|
|
2019
Q2 | $604K | Buy |
1,661
+8
| +0.5% | +$2.68K | 0.1% | 136 |
|
|
2019
Q1 | $496K | Buy |
1,653
+110
| +7% | +$32.3K | 0.08% | 134 |
|
|
2018
Q4 | $403K | Buy |
+1,543
| New | +$468K | 0.08% | 138 |
|
|
2014
Q4 | – | Sell |
-4,678
| Closed | -$848K | – | 197 |
|
|
2014
Q3 | $848K | Sell |
4,678
-187
| -4% | -$31.8K | 0.18% | 89 |
|
|
2014
Q2 | $792K | Buy |
4,865
+225
| +5% | +$36.6K | 0.18% | 88 |
|
|
2014
Q1 | $745K | Buy |
+4,640
| New | +$729K | 0.15% | 92 |
|
Other funds holding LMT
Beacon Financial Group's LMT Position: Q2 2026 in Review
Beacon Financial Group reduced its Lockheed Martin (LMT) stake by 2.8% in Q2 2026, selling an estimated $88.1K and leaving 5,624 shares worth $2.87M. The position accounts for 0.26% of the portfolio, ranked #90.
Beacon Financial Group first reported a position in LMT in Q1 2014 and has held it in 30 quarters since. The position peaked at $5.16M in Q3 2024. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Beacon Financial Group held 5,624 shares of Lockheed Martin worth $2.87M as of Q2 2026.
- Beacon Financial Group sold 163 Lockheed Martin shares in Q2 2026, an estimated $88.1K.
- Lockheed Martin made up 0.26% of Beacon Financial Group's portfolio in Q2 2026, its #90 holding.
- Beacon Financial Group first reported a position in Lockheed Martin in Q1 2014 and has held it in 30 quarters since.
- Beacon Financial Group's Lockheed Martin position peaked at $5.16M in Q3 2024.
- 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.