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Greystone Financial Group’s Lockheed Martin LMT Stock Holding History

Greystone 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 		$7.5M Sell
14,719
-517
-3% -$280K 2.1% 19
2026
Q1 		$9.21M Sell
15,236
-11,449
-43% -$7.05M 2.61% 9
2025
Q4 		$12.9M Sell
26,685
-572
-2% -$274K 2.01% 18
2025
Q3 		$13.6M Sell
27,257
-1,589
-6% -$721K 2.11% 16
2025
Q2 		$13.4M Sell
28,846
-601
-2% -$281K 2.2% 14
2025
Q1 		$13.2M Buy
29,447
+422
+1% +$194K 2.39% 12
2024
Q4 		$14.1M Buy
29,025
+3,816
+15% +$2.08M 2.45% 13
2024
Q3 		$14.7M Sell
25,209
-2,085
-8% -$1.12M 2.63% 8
2024
Q2 		$12.7M Sell
27,294
-193
-0.7% -$89.2K 2.49% 9
2024
Q1 		$12.5M Buy
27,487
+4,260
+18% +$1.87M 2.5% 9
2023
Q4 		$10.5M Sell
23,227
-355
-2% -$157K 2.44% 9
2023
Q3 		$9.64M Buy
23,582
+2,541
+12% +$1.13M 2.41% 11
2023
Q2 		$9.69M Buy
21,041
+1,616
+8% +$750K 2.25% 10
2023
Q1 		$9.18M Sell
19,425
-973
-5% -$456K 2.32% 10
2022
Q4 		$9.92M Sell
20,398
-345
-2% -$160K 2.92% 6
2022
Q3 		$8.01M Sell
20,743
-2,042
-9% -$853K 2.72% 6
2022
Q2 		$9.8M Sell
22,785
-172
-0.7% -$75.5K 3.05% 3
2022
Q1 		$10.1M Sell
22,957
-6,059
-21% -$2.46M 2.56% 6
2021
Q4 		$10.3M Buy
+29,016
New +$10M 2.47% 7
2021
Q1 		– Sell
-16,220
Closed -$5.48M – 102
2020
Q4 		$5.48M Buy
+16,220
New +$5.96M 1.49% 32

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

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

Greystone Financial Group reduced its Lockheed Martin (LMT) stake by 3.4% in Q2 2026, selling an estimated $280K and leaving 14,719 shares worth $7.5M. The position accounts for 2.1% of the portfolio, ranked #19.

Greystone Financial Group first reported a position in LMT in Q4 2020 and has held it in 20 quarters since. The position peaked at $14.7M in Q3 2024. 1,343 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Greystone Financial Group held 14,719 shares of Lockheed Martin worth $7.5M as of Q2 2026.
  • Greystone Financial Group sold 517 Lockheed Martin shares in Q2 2026, an estimated $280K.
  • Lockheed Martin made up 2.1% of Greystone Financial Group's portfolio in Q2 2026, its #19 holding.
  • Greystone Financial Group first reported a position in Lockheed Martin in Q4 2020 and has held it in 20 quarters since.
  • Greystone Financial Group's Lockheed Martin position peaked at $14.7M in Q3 2024.
  • 1,343 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.