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Greystone Financial Group, LLC

SEC CIK
0001845302
Latest filing
Jul 28, 2026

LMT holding history

Lockheed Martin Corp in every 13F filed by Greystone Financial Group, LLC, 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)
14,719
Value
$7.50M
% of portfolio
2.1%
Quarters held
19
Since Q4 2021
Holdings of LMT by Greystone Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,719$7.50M2.1%−517−3.4%ReducedHolders
Q1 202615,236$9.21M2.6%−11,449−42.9%ReducedHolders
Q4 202526,685$12.9M2.0%−572−2.1%ReducedHolders
Q3 202527,257$13.6M2.1%−1,589−5.5%ReducedHolders
Q2 202528,846$13.4M2.2%−601−2.0%ReducedHolders
Q1 202529,447$13.2M2.4%+422+1.5%AddedHolders
Q4 202429,025$14.1M2.5%+3,816+15.1%AddedHolders
Q3 202425,209$14.7M2.6%−2,085−7.6%ReducedHolders
Q2 202427,294$12.7M2.5%−193−0.7%ReducedHolders
Q1 202427,487$12.5M2.5%+4,260+18.3%AddedHolders
Q4 202323,227$10.5M2.4%−355−1.5%ReducedHolders
Q3 202323,582$9.64M2.4%+2,541+12.1%AddedHolders
Q2 202321,041$9.69M2.2%+1,616+8.3%AddedHolders
Q1 202319,425$9.18M2.3%−973−4.8%ReducedHolders
Q4 202220,398$9.92M2.9%−345−1.7%ReducedHolders
Q3 202220,743$8.01M2.7%−2,042−9.0%ReducedHolders
Q2 202222,785$9.80M3.1%−172−0.7%ReducedHolders
Q1 202222,957$10.1M2.6%−6,059−20.9%ReducedHolders
Q4 202129,016$10.3M2.5%+29,016NewHolders