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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

LMT holding history

Lockheed Martin Corp in every 13F filed by Personal Cfo Solutions, 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)
528
Value
$269.2K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of LMT by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026528$269.2K<0.1%+36+7.3%AddedHolders
Q1 2026492$297.6K<0.1%−64−11.5%ReducedHolders
Q4 2025556$268.9K<0.1%+45+8.8%AddedHolders
Q3 2025511$254.9K<0.1%+23+4.7%AddedHolders
Q2 2025488$226.2K<0.1%−12−2.4%ReducedHolders
Q1 2025500$223.3K<0.1%−36−6.7%ReducedHolders
Q4 2024536$260.3K0.1%+4+0.8%AddedHolders
Q3 2024532$310.9K<0.1%+57+12.0%AddedHolders
Q2 2024475$222.0K<0.1%+16+3.5%AddedHolders
Q1 2024459$209.0K<0.1%+459NewHolders
Q4 20230$00.0%−551−100.0%Sold outHolders
Q3 2023551$225.4K<0.1%−95−14.7%ReducedHolders
Q2 2023646$297.6K0.1%−97−13.1%ReducedHolders
Q1 2023743$351.1K0.1%00.0%UnchangedHolders
Q4 2022743$361.5K0.1%−117−13.6%ReducedHolders
Q3 2022860$332.0K0.1%−29−3.3%ReducedHolders
Q2 2022889$382.0K0.1%−93−9.5%ReducedHolders
Q1 2022982$433.0K0.1%−105−9.7%ReducedHolders
Q4 20211,087$386.0K0.1%+306+39.2%AddedHolders
Q3 2021781$270.0K0.1%+130+20.0%AddedHolders
Q2 2021651$246.0K0.1%+78+13.6%AddedHolders
Q1 2021573$212.0K<0.1%––Holders

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