BFG
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Beacon Financial Group’s Lockheed Martin LMT Stock Holding History

Beacon Financial Group’s Portfolio LMT Stock Details LMT Fund Activity
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 		$496 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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. 1,322 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.
  • 1,322 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.