Marotta Asset Management

SEC CIK: 0001802091
Latest filing: Oct 2, 2026

SEC filings (opens in a new tab)

LMT holding history

Lockheed Martin Corp in every 13F filed by Marotta Asset Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LMT overview All 13F holders of LMT Full Q3 2026 holdings

Shares (Q3 2026): 750
Value: $381.9K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of LMT by Marotta Asset Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2026	750	$381.9K	0.1%	00.0%	Unchanged	Holders
Q2 2026	750	$391.4K	0.1%	00.0%	Unchanged	Holders
Q1 2026	750	$463.2K	0.1%	00.0%	Unchanged	Holders
Q4 2025	750	$362.8K	0.1%	00.0%	Unchanged	Holders
Q3 2025	750	$374.3K	0.1%	00.0%	Unchanged	Holders
Q2 2025	750	$347.4K	0.1%	−15−2.0%	Reduced	Holders
Q1 2025	765	$447.2K	0.1%	+12+1.6%	Added	Holders
Q4 2024	753	$363.1K	0.1%	−12−1.6%	Reduced	Holders
Q3 2024	765	$447.2K	0.1%	−5−0.6%	Reduced	Holders
Q2 2024	770	$359.2K	0.1%	+8+1.0%	Added	Holders
Q1 2024	762	$346.6K	0.1%	−4−0.5%	Reduced	Holders
Q4 2023	766	$347.2K	0.1%	−66−7.9%	Reduced	Holders
Q3 2023	832	$340.3K	0.1%	00.0%	Unchanged	Holders
Q2 2023	832	$383.0K	0.1%	–	No prior filing	Holders
Q1 2023	–	–	–	–	Not filed	Holders
Q4 2022	832	$404.8K	0.1%	+70+9.2%	Added	Holders
Q3 2022	762	$294.4K	0.1%	00.0%	Unchanged	Holders
Q2 2022	762	$330.3K	0.1%	−27−3.4%	Reduced	Holders
Q1 2022	789	$348.3K	0.1%	00.0%	Unchanged	Holders
Q4 2021	789	$280.4K	0.1%	+12+1.5%	Added	Holders
Q3 2021	777	$268.1K	0.1%	00.0%	Unchanged	Holders
Q2 2021	777	$295.4K	0.1%	+27+3.6%	Added	Holders
Q1 2021	750	$278.3K	0.1%	–	–	Holders

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