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Goldstone Financial Group’s Lockheed Martin LMT Stock Holding History

Goldstone 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 		$981K Sell
1,926
-48
-2% -$25.9K 0.09% 126
2026
Q1 		$1.19M Sell
1,974
-7
-0.4% -$4.31K 0.13% 109
2025
Q4 		$958K Sell
1,981
-67
-3% -$32.1K 0.11% 113
2025
Q3 		$1.02M Buy
2,048
+98
+5% +$44.5K 0.12% 109
2025
Q2 		$902K Buy
1,950
+9
+0.5% +$4.21K 0.12% 107
2025
Q1 		$867K Buy
1,941
+151
+8% +$69.5K 0.13% 96
2024
Q4 		$870K Buy
1,790
+50
+3% +$27.3K 0.14% 94
2024
Q3 		$1.02M Buy
1,740
+30
+2% +$16.1K 0.18% 88
2024
Q2 		$799K Hold
1,710
– – 0.16% 92
2024
Q1 		$778K Hold
1,710
– – 0.18% 81
2023
Q4 		$775K Hold
1,710
– – 0.2% 83
2023
Q3 		$699K Buy
1,710
+15
+0.9% +$6.66K 0.21% 90
2023
Q2 		$780K Sell
1,695
-5
-0.3% -$2.32K 0.23% 79
2023
Q1 		$804K Buy
+1,700
New +$797K 0.26% 66

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Goldstone Financial Group's LMT Position: Q2 2026 in Review

Goldstone Financial Group reduced its Lockheed Martin (LMT) stake by 2.4% in Q2 2026, selling an estimated $25.9K and leaving 1,926 shares worth $981K. The position accounts for 0.09% of the portfolio, ranked #126.

Goldstone Financial Group first reported a position in LMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.19M in Q1 2026. 2,787 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Goldstone Financial Group held 1,926 shares of Lockheed Martin worth $981K as of Q2 2026.
  • Goldstone Financial Group sold 48 Lockheed Martin shares in Q2 2026, an estimated $25.9K.
  • Lockheed Martin made up 0.09% of Goldstone Financial Group's portfolio in Q2 2026, its #126 holding.
  • Goldstone Financial Group first reported a position in Lockheed Martin in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's Lockheed Martin position peaked at $1.19M in Q1 2026.
  • 2,787 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.