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Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

LMT holding history

Lockheed Martin Corp in every 13F filed by Segment Wealth Management, 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)
3,223
Value
$1.64M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of LMT by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,223$1.64M0.1%−4−0.1%ReducedHolders
Q1 20263,227$1.95M0.1%−170−5.0%ReducedHolders
Q4 20253,397$1.64M0.1%+304+9.8%AddedHolders
Q3 20253,093$1.54M0.1%−30−1.0%ReducedHolders
Q2 20253,123$1.45M0.1%+12+0.4%AddedHolders
Q1 20253,111$1.39M0.1%00.0%UnchangedHolders
Q4 20243,111$1.51M0.1%00.0%UnchangedHolders
Q3 20243,111$1.82M0.1%−63−2.0%ReducedHolders
Q2 20243,174$1.48M0.1%−163−4.9%ReducedHolders
Q1 20243,337$1.52M0.1%−524−13.6%ReducedHolders
Q4 20233,861$1.75M0.2%−233−5.7%ReducedHolders
Q3 20234,094$1.67M0.2%+90+2.2%AddedHolders
Q2 20234,004$1.84M0.2%00.0%UnchangedHolders
Q1 20234,004$1.89M0.2%00.0%UnchangedHolders
Q4 20224,004$1.95M0.2%00.0%UnchangedHolders
Q3 20224,004$1.55M0.2%−29−0.7%ReducedHolders
Q2 20224,033$1.73M0.2%−249−5.8%ReducedHolders
Q1 20224,282$1.89M0.2%+12+0.3%AddedHolders
Q4 20214,270$1.52M0.2%−96−2.2%ReducedHolders
Q3 20214,366$1.51M0.2%+300+7.4%AddedHolders
Q2 20214,066$1.54M0.2%+7+0.2%AddedHolders
Q1 20214,059$1.50M0.2%––Holders

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