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Live Oak Private Wealth LLC

SEC CIK
0001799877
Latest filing
Jul 20, 2026

LMT holding history

Lockheed Martin Corp in every 13F filed by Live Oak Private Wealth 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of LMT by Live Oak Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−743−100.0%Sold outHolders
Q1 2026743$449.1K0.1%+743NewHolders
Q4 20220$00.0%−745−100.0%Sold outHolders
Q3 2022745$288.0K0.1%−4,265−85.1%ReducedHolders
Q2 20225,010$2.15M0.5%+255+5.4%AddedHolders
Q1 20224,755$2.10M0.4%+892+23.1%AddedHolders
Q4 20213,863$1.37M0.3%+444+13.0%AddedHolders
Q3 20213,419$1.18M0.2%+763+28.7%AddedHolders
Q2 20212,656$1.00M0.2%+347+15.0%AddedHolders
Q1 20212,309$853.0K0.2%––Holders

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