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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

LMT holding history

Lockheed Martin Corp in every 13F filed by Creative Planning, 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)
187,302
Value
$95.4M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of LMT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026187,302$95.4M0.1%+17,979+10.6%AddedHolders
Q1 2026169,323$102.3M0.1%+10,568+6.7%AddedHolders
Q4 2025158,755$76.8M0.1%+6,465+4.2%AddedHolders
Q3 2025152,290$76.0M0.1%+32,877+27.5%AddedHolders
Q2 2025119,413$55.3M<0.1%+378+0.3%AddedHolders
Q1 2025119,035$53.2M0.1%+10,684+9.9%AddedHolders
Q4 2024108,351$52.7M0.1%+2,050+1.9%AddedHolders
Q3 2024106,301$62.1M0.1%+3,236+3.1%AddedHolders
Q2 2024103,065$48.1M0.1%+5,390+5.5%AddedHolders
Q1 202497,675$44.4M<0.1%+83+0.1%AddedHolders
Q4 202397,592$44.2M0.1%−20,969−17.7%ReducedHolders
Q3 2023118,561$48.5M0.1%+39,291+49.6%AddedHolders
Q2 202379,270$36.5M<0.1%+2,903+3.8%AddedHolders
Q1 202376,367$36.1M0.1%−297−0.4%ReducedHolders
Q4 202276,664$37.3M0.1%+1,977+2.6%AddedHolders
Q3 202274,687$28.9M<0.1%−12,001−13.8%ReducedHolders
Q2 202286,688$37.3M0.1%−438−0.5%ReducedHolders
Q1 202287,126$38.5M0.1%+43,809+101.1%AddedHolders
Q4 202143,317$15.4M<0.1%−2,110−4.6%ReducedHolders
Q3 202145,427$15.7M<0.1%−5,116−10.1%ReducedHolders
Q2 202150,543$19.1M<0.1%+3,157+6.7%AddedHolders
Q1 202147,386$17.5M<0.1%––Holders

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