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Greykasell Wealth Strategies’s Lockheed Martin LMT Stock Holding History

Greykasell Wealth Strategies’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 		$446K Buy
875
+84
+11% +$45.4K 0.16% 98
2026
Q1 		$478K Buy
791
+22
+3% +$13.6K 0.19% 91
2025
Q4 		$372K Buy
769
+164
+27% +$78.5K 0.15% 106
2025
Q3 		$302K Hold
605
– – 0.13% 116
2025
Q2 		$280K Hold
605
– – 0.13% 113
2025
Q1 		$270K Hold
605
– – 0.14% 109
2024
Q4 		$294K Buy
+605
New +$330K 0.16% 105

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

Greykasell Wealth Strategies's LMT Position: Q2 2026 in Review

Greykasell Wealth Strategies increased its Lockheed Martin (LMT) stake by 11% in Q2 2026, buying an estimated $45.4K and bringing the position to 875 shares worth $446K. The position accounts for 0.16% of the portfolio, ranked #98.

Greykasell Wealth Strategies first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $478K in Q1 2026. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Greykasell Wealth Strategies held 875 shares of Lockheed Martin worth $446K as of Q2 2026.
  • Greykasell Wealth Strategies bought 84 Lockheed Martin shares in Q2 2026, an estimated $45.4K.
  • Lockheed Martin made up 0.16% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #98 holding.
  • Greykasell Wealth Strategies first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Greykasell Wealth Strategies's Lockheed Martin position peaked at $478K in Q1 2026.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.