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Livermore
Livermore
ZHEN

Capital Planning Advisors, LLC

SEC CIK
0001631941
Latest filing
May 14, 2026

LMT holding history

Lockheed Martin Corp in every 13F filed by Capital Planning 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 Q1 2026 holdings

Shares (Q1 2026)
1,454
Value
$878.8K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of LMT by Capital Planning Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20261,454$878.8K0.1%−4−0.3%ReducedHolders
Q4 20251,458$705.2K0.1%−120−7.6%ReducedHolders
Q3 20251,578$787.8K0.1%−3,830−70.8%ReducedHolders
Q2 20255,408$2.50M0.4%−925−14.6%ReducedHolders
Q1 20256,333$2.83M0.4%−72−1.1%ReducedHolders
Q4 20246,405$3.11M0.5%+815+14.6%AddedHolders
Q3 20245,590$3.27M0.5%+43+0.8%AddedHolders
Q2 20245,547$2.59M0.4%−555−9.1%ReducedHolders
Q1 20246,102$2.78M0.5%+87+1.4%AddedHolders
Q4 20236,015$2.73M0.5%+187+3.2%AddedHolders
Q3 20235,828$2.38M0.5%−67−1.1%ReducedHolders
Q2 20235,895$2.71M0.6%−10−0.2%ReducedHolders
Q1 20235,905$2.79M0.6%−114−1.9%ReducedHolders
Q4 20226,019$2.93M0.7%+186+3.2%AddedHolders
Q3 20225,833$2.25M0.6%+4,812+471.3%AddedHolders
Q2 20221,021$439.0K0.1%−11−1.1%ReducedHolders
Q1 20221,032$456.0K0.1%+19+1.9%AddedHolders
Q4 20211,013$360.0K0.1%+19+1.9%AddedHolders
Q3 2021994$343.0K0.1%−277−21.8%ReducedHolders
Q2 20211,271$481.0K0.1%−2,130−62.6%ReducedHolders
Q1 20213,401$1.26M0.3%––Holders

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