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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

LMT holding history

Lockheed Martin Corp in every 13F filed by EP Wealth Advisors, 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)
36,580
Value
$18.6M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of LMT by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636,580$18.6M0.1%+16,614+83.2%AddedHolders
Q1 202619,966$12.1M0.1%−839−4.0%ReducedHolders
Q4 202520,805$10.1M0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202518,077$8.37M0.1%+184+1.0%AddedHolders
Q1 202517,893$7.99M0.1%+75+0.4%AddedHolders
Q4 202417,818$8.66M0.1%+2,184+14.0%AddedHolders
Q3 202415,634$9.14M0.1%+2,748+21.3%AddedHolders
Q2 202412,886$6.02M0.1%+1,191+10.2%AddedHolders
Q1 202411,695$5.32M0.1%−13−0.1%ReducedHolders
Q4 202311,708$5.31M0.1%−396−3.3%ReducedHolders
Q3 202312,104$4.95M0.1%−1,421−10.5%ReducedHolders
Q2 202313,525$7.42M0.1%−11,930−46.9%ReducedHolders
Q1 202325,455$8.74M0.2%+11,950+88.5%AddedHolders
Q4 202213,505$6.57M0.1%+1,743+14.8%AddedHolders
Q3 202211,762$4.54M0.1%+6,665+130.8%AddedHolders
Q2 20225,097$2.19M<0.1%+34+0.7%AddedHolders
Q1 20225,063$2.23M<0.1%+444+9.6%AddedHolders
Q4 20214,619$1.64M<0.1%+121+2.7%AddedHolders
Q3 20214,498$1.55M<0.1%+216+5.0%AddedHolders
Q2 20214,282$1.62M<0.1%+319+8.0%AddedHolders
Q1 20213,963$1.46M<0.1%––Holders

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