Greystone Financial Group, LLC

Position in LMT — Lockheed Martin Corp

CIK 1845302 BLOOMFIELD HILLS, MI

Position in LMT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$7,498,741

-$1,709,745 QoQ

Shares Held

14,719

-3.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

3.02%

of 13F equity value

Holder Rank

#468

of 2,765 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Greystone Financial Group, LLC holds $10,667,165 across 4 Aerospace & Defense names. LMT ranks #1 (70.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	14,719	$7,498,741
2	HONA	Honeywell Aerospace Inc.	11,876	$2,622,220
3	SPCX	Space Exploration Technologies Corp	1,698	$290,120
4	BA	Boeing Co	1,183	$256,084

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,498,741	14,719	-3.4%	Shares	Sole	2026-07-28
2026-03-31	$9,208,486	15,236	-42.9%	Shares	Sole	2026-04-24
2025-12-31	$12,906,733	26,685	-2.1%	Shares	Sole	2026-01-27
2025-09-30	$13,606,966	27,257	-5.5%	Shares	Sole	2025-10-22
2025-06-30	$13,359,736	28,846	-2.0%	Shares	Sole	2025-08-07
2025-03-31	$13,154,269	29,447	+1.5%	Shares	Sole	2025-04-14
2024-12-31	$14,104,408	29,025	+15.1%	Shares	Sole	2025-02-03
2024-09-30	$14,736,173	25,209	-7.6%	Shares	Sole	2024-10-22
2024-06-30	$12,749,027	27,294	-0.7%	Shares	Sole	2024-08-06
2024-03-31	$12,503,011	27,487	+18.3%	Shares	Sole	2024-04-22
2023-12-31	$10,527,405	23,227	-1.5%	Shares	Sole	2024-02-14
2023-09-30	$9,644,094	23,582	+12.1%	Shares	Sole	2023-11-01
2023-06-30	$9,686,855	21,041	+8.3%	Shares	Sole	2023-07-18
2023-03-31	$9,182,780	19,425	-4.8%	Shares	Sole	2023-04-25
2022-12-31	$9,923,423	20,398	-1.7%	Shares	Sole	2023-01-23
2022-09-30	$8,012,813	20,743	-9.0%	Shares	Sole	2022-10-25
2022-06-30	$9,796,638	22,785	-0.7%	Shares	Sole	2022-08-03
2022-03-31	$10,133,219	22,957	-20.9%	Shares	Sole	2022-05-02
2021-12-31	$10,312,576	29,016	+78.9%	Shares	Sole	2022-02-01
2020-12-31	$5,757,775	16,220	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.