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Liberty Wealth Management LLC

SEC CIK
0001769302
Latest filing
Aug 5, 2026

LMT holding history

Lockheed Martin Corp in every 13F filed by Liberty 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 overviewAll 13F holders of LMTFull Q2 2026 holdings

Shares (Q2 2026)
1,547
Value
$934.7K
% of portfolio
0.1%
Quarters held
18
Since Q1 2021
Holdings of LMT by Liberty Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,547$934.7K0.1%00.0%UnchangedHolders
Q1 20261,547$934.7K0.1%−17−1.1%ReducedHolders
Q4 20251,564$756.6K0.1%+9+0.6%AddedHolders
Q3 20251,555$776.3K0.1%−12−0.8%ReducedHolders
Q2 20251,567$725.6K0.1%+19+1.2%AddedHolders
Q1 20251,548$691.3K0.1%+20+1.3%AddedHolders
Q4 20241,528$742.4K0.1%−32−2.1%ReducedHolders
Q3 20241,560$912.0K0.2%−11,653−88.2%ReducedHolders
Q2 202413,213$729.0K0.1%+11,713+780.9%AddedHolders
Q1 20241,500$682.0K0.1%−35−2.3%ReducedHolders
Q4 20231,535$696.0K0.1%+64+4.4%AddedHolders
Q3 20231,471$601.0K0.1%+7+0.5%AddedHolders
Q2 20231,464$673.9K0.2%−10−0.7%ReducedHolders
Q1 20231,474$697.1K0.1%–No prior filingHolders
Q4 2022––––Not filedHolders
Q3 20223,919$1.51M0.4%+3,919NewHolders
Q4 20210$00.0%−359−100.0%Sold outHolders
Q3 2021359$123.0K<0.1%+181+101.7%AddedHolders
Q2 2021178$67.0K<0.1%−19−9.6%ReducedHolders
Q1 2021197$64.0K<0.1%––Holders

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