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Beacon Financial Group

SEC CIK
0001591379
Latest filing
Jul 16, 2026

LMT holding history

Lockheed Martin Corp in every 13F filed by Beacon Financial Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LMT overviewAll 13F holders of LMTFull Q2 2026 holdings

Shares (Q2 2026)
5,624
Value
$2.87M
% of portfolio
0.3%
Quarters held
18
Since Q1 2021
Holdings of LMT by Beacon Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,624$2.87M0.3%−163−2.8%ReducedHolders
Q1 20265,787$3.50M0.3%−375−6.1%ReducedHolders
Q4 20256,162$2.98M0.3%−246−3.8%ReducedHolders
Q3 20256,408$3.20M0.3%−847−11.7%ReducedHolders
Q2 20257,255$3.36M0.3%−652−8.2%ReducedHolders
Q1 20257,907$3.53M0.4%−885−10.1%ReducedHolders
Q4 20248,792$4.27M0.5%−33−0.4%ReducedHolders
Q3 20248,825$5.16M0.6%−423−4.6%ReducedHolders
Q2 20249,248$4.32M0.5%−419−4.3%ReducedHolders
Q1 20249,667$4.40M0.5%+9,667NewHolders
Q1 20230$00.0%−1,246−100.0%Sold outHolders
Q4 20221,246$606.0K0.1%+27+2.2%AddedHolders
Q3 20221,219$472.0K0.1%00.0%UnchangedHolders
Q2 20221,219$508.0K0.1%+9+0.7%AddedHolders
Q1 20221,210$541.0K0.1%+29+2.5%AddedHolders
Q4 20211,181$418.0K0.1%+50+4.4%AddedHolders
Q3 20211,131$396.0K0.1%+78+7.4%AddedHolders
Q2 20211,053$400.0K0.1%+102+10.7%AddedHolders
Q1 2021951$336.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.