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Cypress Wealth Services, LLC

SEC CIK
0001721527
Latest filing
Jul 10, 2026

LMT holding history

Lockheed Martin Corp in every 13F filed by Cypress Wealth Services, 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)
767
Value
$390.8K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of LMT by Cypress Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026767$390.8K<0.1%−83−9.8%ReducedHolders
Q1 2026850$513.9K0.1%−162−16.0%ReducedHolders
Q4 20251,012$489.2K0.1%+437+76.0%AddedHolders
Q3 2025575$287.3K<0.1%+575NewHolders
Q4 20240$00.0%−753−100.0%Sold outHolders
Q3 2024753$440.3K0.1%+753NewHolders
Q2 20240$00.0%−674−100.0%Sold outHolders
Q1 2024674$306.7K0.1%−75−10.0%ReducedHolders
Q4 2023749$339.3K0.1%−27−3.5%ReducedHolders
Q3 2023776$317.2K0.1%+2+0.3%AddedHolders
Q2 2023774$363.7K0.1%+72+10.3%AddedHolders
Q1 2023702$332.0K0.1%−300−29.9%ReducedHolders
Q4 20221,002$487.5K0.2%−477−32.3%ReducedHolders
Q3 20221,479$597.0K0.2%−134−8.3%ReducedHolders
Q2 20221,613$694.0K0.2%+426+35.9%AddedHolders
Q1 20221,187$524.0K0.1%+160+15.6%AddedHolders
Q4 20211,027$365.0K0.1%−85−7.6%ReducedHolders
Q3 20211,112$384.0K0.1%−57−4.9%ReducedHolders
Q2 20211,169$442.0K0.1%+112+10.6%AddedHolders
Q1 20211,057$390.0K0.1%––Holders

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