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Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

LMT holding history

Lockheed Martin Corp in every 13F filed by Regent Peak Wealth 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)
1,513
Value
$770.6K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of LMT by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,513$770.6K0.1%+65+4.5%AddedHolders
Q1 20261,448$874.9K0.2%+11+0.8%AddedHolders
Q4 20251,437$694.9K0.1%−116−7.5%ReducedHolders
Q3 20251,553$775.1K0.2%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 20251,581$706.4K0.2%−27−1.7%ReducedHolders
Q4 20241,608$781.5K0.2%+9+0.6%AddedHolders
Q3 20241,599$934.9K0.2%−117−6.8%ReducedHolders
Q2 20241,716$801.7K0.2%−144−7.7%ReducedHolders
Q1 20241,860$846.2K0.2%−4,328−69.9%ReducedHolders
Q4 20236,188$2.80M0.8%+371+6.4%AddedHolders
Q3 20235,817$2.38M0.7%+11+0.2%AddedHolders
Q2 20235,806$2.67M0.8%−338−5.5%ReducedHolders
Q1 20236,144$2.90M0.9%+369+6.4%AddedHolders
Q4 20225,775$2.81M0.9%+285+5.2%AddedHolders
Q3 20225,490$2.12M0.7%+12+0.2%AddedHolders
Q2 20225,478$2.35M0.8%−827−13.1%ReducedHolders
Q1 20226,305$2.78M0.8%+455+7.8%AddedHolders
Q4 20215,850$2.08M0.6%−1,516−20.6%ReducedHolders
Q3 20217,366$2.54M0.7%+98+1.3%AddedHolders
Q2 20217,268$2.70M0.8%+727+11.1%AddedHolders
Q1 20216,541$2.42M0.8%––Holders

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