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Livermore
Livermore
ZHEN

Octavia Wealth Advisors, LLC

SEC CIK
0001841259
Latest filing
Jul 14, 2026

LMT holding history

Lockheed Martin Corp in every 13F filed by Octavia 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)
635
Value
$323.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of LMT by Octavia Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026635$323.6K<0.1%−375−37.1%ReducedHolders
Q1 20261,010$610.6K0.1%−151−13.0%ReducedHolders
Q4 20251,161$561.6K0.1%−69−5.6%ReducedHolders
Q3 20251,230$614.1K0.1%+391+46.6%AddedHolders
Q2 2025839$388.4K<0.1%−520−38.3%ReducedHolders
Q1 20251,359$606.9K0.1%−32−2.3%ReducedHolders
Q4 20241,391$676.2K0.1%−16−1.1%ReducedHolders
Q3 20241,407$822.7K0.1%−40−2.8%ReducedHolders
Q2 20241,447$676.0K0.1%+488+50.9%AddedHolders
Q1 2024959$436.7K0.1%−588−38.0%ReducedHolders
Q4 20231,547$701.3K0.1%+168+12.2%AddedHolders
Q3 20231,379$563.8K0.1%+19+1.4%AddedHolders
Q2 20231,360$626.3K0.1%+568+71.7%AddedHolders
Q1 2023792$374.4K0.1%−46−5.5%ReducedHolders
Q4 2022838$407.7K0.1%−105−11.1%ReducedHolders
Q3 2022943$364.0K0.1%−9−0.9%ReducedHolders
Q2 2022952$410.0K0.1%+25+2.7%AddedHolders
Q1 2022927$409.0K0.1%−688−42.6%ReducedHolders
Q4 20211,615$574.0K0.1%+651+67.5%AddedHolders
Q3 2021964$334.0K0.1%+142+17.3%AddedHolders
Q2 2021822$311.0K0.1%−623−43.1%ReducedHolders
Q1 20211,445$534.0K0.2%––Holders

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