AE Wealth Management LLC

SEC CIK: 0001697723
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

LMT holding history

Lockheed Martin Corp in every 13F filed by AE 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 overview All 13F holders of LMT Full Q2 2026 holdings

Shares (Q2 2026): 7,626
Value: $3.89M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of LMT by AE Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	7,626	$3.89M	<0.1%	+552+7.8%	Added	Holders
Q1 2026	7,074	$4.28M	<0.1%	+144+2.1%	Added	Holders
Q4 2025	6,930	$3.35M	<0.1%	+722+11.6%	Added	Holders
Q3 2025	6,208	$3.10M	<0.1%	+78+1.3%	Added	Holders
Q2 2025	6,130	$2.84M	<0.1%	−348−5.4%	Reduced	Holders
Q1 2025	6,478	$2.89M	<0.1%	−3,177−32.9%	Reduced	Holders
Q4 2024	9,655	$4.69M	<0.1%	−359−3.6%	Reduced	Holders
Q3 2024	10,014	$5.85M	0.1%	−929−8.5%	Reduced	Holders
Q2 2024	10,943	$5.11M	0.1%	+5,340+95.3%	Added	Holders
Q1 2024	5,603	$2.55M	<0.1%	−48,898−89.7%	Reduced	Holders
Q4 2023	54,501	$23.4M	0.1%	+8,343+18.1%	Added	Holders
Q3 2023	46,158	$18.9M	0.1%	−4,552−9.0%	Reduced	Holders
Q2 2023	50,710	$23.3M	0.1%	−4,847−8.7%	Reduced	Holders
Q1 2023	55,557	$26.3M	0.2%	−4,911−8.1%	Reduced	Holders
Q4 2022	60,468	$29.4M	0.2%	+1,238+2.1%	Added	Holders
Q3 2022	59,230	$22.9M	0.2%	−11,144−15.8%	Reduced	Holders
Q2 2022	70,374	$30.3M	0.2%	+14,861+26.8%	Added	Holders
Q1 2022	55,513	$24.5M	0.2%	+2,826+5.4%	Added	Holders
Q4 2021	52,687	$18.7M	0.1%	+4,442+9.2%	Added	Holders
Q3 2021	48,245	$16.6M	0.1%	+3,636+8.2%	Added	Holders
Q2 2021	44,609	$16.9M	0.1%	+4,255+10.5%	Added	Holders
Q1 2021	40,354	$14.9M	0.2%	–	–	Holders

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