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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
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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Greykasell Wealth Strategies's LMT Position: Q1 2026 in Review

Greykasell Wealth Strategies increased its Lockheed Martin (LMT) stake by 2.9% in Q1 2026, buying an estimated $13.6K and bringing the position to 791 shares worth $478K. The position accounts for 0.19% of the portfolio, ranked #91.

Greykasell Wealth Strategies first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Greykasell Wealth Strategies held 791 shares of Lockheed Martin worth $478K as of Q1 2026.
  • Greykasell Wealth Strategies bought 22 Lockheed Martin shares in Q1 2026, an estimated $13.6K.
  • Lockheed Martin made up 0.19% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #91 holding.
  • Greykasell Wealth Strategies first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.