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Core Wealth Advisors, Inc.

SEC CIK
0001770532
Latest filing
Aug 11, 2026

LMT holding history

Lockheed Martin Corp in every 13F filed by Core Wealth Advisors, Inc., 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)
582
Value
$296.5K
% of portfolio
0.1%
Quarters held
20
Since Q3 2021
Holdings of LMT by Core Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026582$296.5K0.1%+81+16.2%AddedHolders
Q1 2026501$302.8K0.1%00.0%UnchangedHolders
Q4 2025501$242.3K0.1%−9−1.8%ReducedHolders
Q3 2025510$254.6K0.1%+10+2.0%AddedHolders
Q2 2025500$231.6K0.1%−6−1.2%ReducedHolders
Q1 2025506$226.0K0.1%+6+1.2%AddedHolders
Q4 2024500$243.0K0.1%+9+1.8%AddedHolders
Q3 2024491$287.0K0.1%00.0%UnchangedHolders
Q2 2024491$229.3K0.1%+3+0.6%AddedHolders
Q1 2024488$222.0K0.1%+5+1.0%AddedHolders
Q4 2023483$218.9K0.1%+300+163.9%AddedHolders
Q3 2023183$74.8K<0.1%00.0%UnchangedHolders
Q2 2023183$84.3K<0.1%+25+15.8%AddedHolders
Q1 2023158$74.7K<0.1%00.0%UnchangedHolders
Q4 2022158$76.9K<0.1%+8+5.3%AddedHolders
Q3 2022150$58.0K<0.1%00.0%UnchangedHolders
Q2 2022150$64.0K<0.1%00.0%UnchangedHolders
Q1 2022150$66.0K<0.1%00.0%UnchangedHolders
Q4 2021150$53.0K<0.1%00.0%UnchangedHolders
Q3 2021150$52.0K<0.1%+150NewHolders