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Livermore
Livermore
ZHEN

Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

LMT holding history

Lockheed Martin Corp in every 13F filed by Dougherty Wealth Advisers 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)
462
Value
$235.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of LMT by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026462$235.4K0.1%00.0%UnchangedHolders
Q1 2026462$279.2K0.2%00.0%UnchangedHolders
Q4 2025462$223.5K0.1%00.0%UnchangedHolders
Q3 2025462$230.6K0.1%00.0%UnchangedHolders
Q2 2025462$214.0K0.1%00.0%UnchangedHolders
Q1 2025462$206.4K0.2%00.0%UnchangedHolders
Q4 2024462$224.5K0.2%00.0%UnchangedHolders
Q3 2024462$270.1K0.2%00.0%UnchangedHolders
Q2 2024462$215.8K0.2%00.0%UnchangedHolders
Q1 2024462$210.2K0.2%00.0%UnchangedHolders
Q4 2023462$209.4K0.2%00.0%UnchangedHolders
Q3 2023462$188.9K0.2%00.0%UnchangedHolders
Q2 2023462$212.7K0.3%00.0%UnchangedHolders
Q1 2023462$218.4K0.3%00.0%UnchangedHolders
Q4 2022462$224.8K0.4%00.0%UnchangedHolders
Q3 2022462$178.0K0.4%00.0%UnchangedHolders
Q2 2022462$199.0K0.4%00.0%UnchangedHolders
Q1 2022462$204.0K0.3%00.0%UnchangedHolders
Q4 2021462$164.0K0.2%00.0%UnchangedHolders
Q3 2021462$159.0K0.2%00.0%UnchangedHolders
Q2 2021462$175.0K0.3%00.0%UnchangedHolders
Q1 2021462$171.0K0.3%––Holders

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