SEC 13F Intelligence

Greystone Financial Group, LLC / LMT

Greystone Financial Group, LLC’s Lockheed Martin Corp Position

Does Greystone Financial Group, LLC own Lockheed Martin Corp (LMT)? Yes15.2K shares worth $9M (+2.61% of its 13F portfolio) as of Q1 2026, down from 26.7K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
15.2K
% of Portfolio
+2.61%
Quarters Held
19
currently held

Position History LMT

Reported value by quarter
Q4 ’20: $5MQ4 ’20Q4 ’21: $10MQ1 ’22: $10MQ2 ’22: $10MQ2 ’22Q3 ’22: $8MQ4 ’22: $10MQ1 ’23: $9MQ1 ’23Q2 ’23: $10MQ3 ’23: $10MQ4 ’23: $11MQ4 ’23Q1 ’24: $13MQ2 ’24: $13MQ3 ’24: $15MQ3 ’24Q4 ’24: $14MQ1 ’25: $13MQ2 ’25: $13MQ2 ’25Q3 ’25: $14MQ4 ’25: $13MQ1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202615.2K$9M+2.61%
Q4 202526.7K$13M+2.01%
Q3 202527.3K$14M+2.11%
Q2 202528.8K$13M+2.20%
Q1 202529.4K$13M+2.39%
Q4 202429.0K$14M+2.45%
Q3 202425.2K$15M+2.63%
Q2 202427.3K$13M+2.49%
Q1 202427.5K$13M+2.50%
Q4 202323.2K$11M+2.44%
Q3 202323.6K$10M+2.41%
Q2 202321.0K$10M+2.25%
Q1 202319.4K$9M+2.32%
Q4 202220.4K$10M+2.92%
Q3 202220.7K$8M+2.72%
Q2 202222.8K$10M+3.05%
Q1 202223.0K$10M+2.56%
Q4 202129.0K$10M+2.47%
Q4 202016.2K$5M+1.49%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of LMT.