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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

LMT holding history

Lockheed Martin Corp in every 13F filed by Advisor OS, 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)
1,897
Value
$966.7K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of LMT by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,897$966.7K0.1%+297+18.6%AddedHolders
Q1 20261,600$967.5K0.1%−83−4.9%ReducedHolders
Q4 20251,683$814.3K0.1%+492+41.3%AddedHolders
Q3 20251,191$594.9K0.1%−2,134−64.2%ReducedHolders
Q2 20253,325$1.54M0.2%+374+12.7%AddedHolders
Q1 20252,951$1.32M0.2%+38+1.3%AddedHolders
Q4 20242,913$1.42M0.2%+396+15.7%AddedHolders
Q3 20242,517$1.47M0.1%+28+1.1%AddedHolders
Q2 20242,489$1.16M0.1%+379+18.0%AddedHolders
Q1 20242,110$959.8K0.1%+860+68.8%AddedHolders
Q4 20231,250$566.5K0.1%+296+31.0%AddedHolders
Q3 2023954$390.0K0.1%−1,707−64.1%ReducedHolders
Q2 20232,661$1.22M0.2%−1,379−34.1%ReducedHolders
Q1 20234,040$1.91M0.5%−64−1.6%ReducedHolders
Q4 20224,104$2.00M0.5%+980+31.4%AddedHolders
Q3 20223,124$1.21M0.4%+79+2.6%AddedHolders
Q2 20223,045$1.31M0.4%+1,103+56.8%AddedHolders
Q1 20221,942$858.0K0.2%+401+26.0%AddedHolders
Q4 20211,541$546.0K0.1%+174+12.7%AddedHolders
Q3 20211,367$471.0K0.1%+191+16.2%AddedHolders
Q2 20211,176$446.0K0.1%+552+88.5%AddedHolders
Q1 2021624$230.0K0.1%––Holders

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