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Livermore
Livermore
ZHEN

CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

LMT holding history

Lockheed Martin Corp in every 13F filed by CWS Financial Advisors, 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)
1,967
Value
$1.00M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of LMT by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,967$1.00M0.2%−36−1.8%ReducedHolders
Q1 20262,003$1.21M0.3%−143−6.7%ReducedHolders
Q4 20252,146$1.04M0.3%+308+16.8%AddedHolders
Q3 20251,838$917.6K0.3%+87+5.0%AddedHolders
Q2 20251,751$810.7K0.2%+256+17.1%AddedHolders
Q1 20251,495$667.9K0.2%+43+3.0%AddedHolders
Q4 20241,452$705.5K0.2%+198+15.8%AddedHolders
Q3 20241,254$733.3K0.3%+82+7.0%AddedHolders
Q2 20241,172$547.5K0.2%+11+0.9%AddedHolders
Q1 20241,161$528.3K0.2%−1,820−61.1%ReducedHolders
Q4 20232,981$1.35M0.5%−214−6.7%ReducedHolders
Q3 20233,195$1.31M0.5%+17+0.5%AddedHolders
Q2 20233,178$1.46M0.6%−8−0.3%ReducedHolders
Q1 20233,186$1.51M0.6%−141−4.2%ReducedHolders
Q4 20223,327$1.23M0.5%+71+2.2%AddedHolders
Q3 20223,256$1.26M0.6%+19+0.6%AddedHolders
Q2 20223,237$1.39M0.6%−157−4.6%ReducedHolders
Q1 20223,394$1.50M0.6%+3+0.1%AddedHolders
Q4 20213,391$1.21M0.4%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20213,372$1.28M0.5%+45+1.4%AddedHolders
Q1 20213,327$1.23M0.5%––Holders

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