Lyell Wealth Management, LP

SEC CIK: 0001686444
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

LMT holding history

Lockheed Martin Corp in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LMT overview All 13F holders of LMT Full Q2 2026 holdings

Shares (Q2 2026): 1,111
Value: $566.0K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of LMT by Lyell Wealth Management, LP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,111	$566.0K	<0.1%	−91−7.6%	Reduced	Holders
Q1 2026	1,202	$726.5K	0.1%	−49−3.9%	Reduced	Holders
Q4 2025	1,251	$605.1K	<0.1%	+8+0.6%	Added	Holders
Q3 2025	1,243	$620.5K	<0.1%	−295−19.2%	Reduced	Holders
Q2 2025	1,538	$712.3K	0.1%	−1,223−44.3%	Reduced	Holders
Q1 2025	2,761	$1.23M	0.1%	−5,021−64.5%	Reduced	Holders
Q4 2024	7,782	$3.78M	0.3%	−1,797−18.8%	Reduced	Holders
Q3 2024	9,579	$5.60M	0.5%	−482−4.8%	Reduced	Holders
Q2 2024	10,061	$4.70M	0.4%	−2,791−21.7%	Reduced	Holders
Q1 2024	12,852	$5.85M	0.6%	−687−5.1%	Reduced	Holders
Q4 2023	13,539	$6.14M	0.7%	−946−6.5%	Reduced	Holders
Q3 2023	14,485	$5.92M	0.8%	−559−3.7%	Reduced	Holders
Q2 2023	15,044	$6.93M	0.9%	+506+3.5%	Added	Holders
Q1 2023	14,538	$6.87M	1.0%	+1,115+8.3%	Added	Holders
Q4 2022	13,423	$6.53M	1.0%	+1,647+14.0%	Added	Holders
Q3 2022	11,776	$4.55M	0.8%	+559+5.0%	Added	Holders
Q2 2022	11,217	$4.82M	0.8%	+1,118+11.1%	Added	Holders
Q1 2022	10,099	$4.46M	0.6%	+9,176+994.1%	Added	Holders
Q4 2021	923	$328.0K	<0.1%	−47−4.8%	Reduced	Holders
Q3 2021	970	$335.0K	<0.1%	00.0%	Unchanged	Holders
Q2 2021	970	$367.0K	<0.1%	+47+5.1%	Added	Holders
Q1 2021	923	$341.0K	<0.1%	–	–	Holders

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