Marshall Financial Group LLC

SEC CIK: 0001841496
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

LMT holding history

Lockheed Martin Corp in every 13F filed by Marshall Financial Group LLC, 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 Q2 2026 holdings

Shares (Q2 2026): 6,550
Value: $3.34M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of LMT by Marshall Financial Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,550	$3.34M	0.5%	+19+0.3%	Added	Holders
Q1 2026	6,531	$3.95M	0.6%	−233−3.4%	Reduced	Holders
Q4 2025	6,764	$3.27M	0.6%	−347−4.9%	Reduced	Holders
Q3 2025	7,111	$3.55M	0.7%	+216+3.1%	Added	Holders
Q2 2025	6,895	$3.23M	0.6%	+309+4.7%	Added	Holders
Q1 2025	6,586	$2.94M	0.6%	+521+8.6%	Added	Holders
Q4 2024	6,065	$2.95M	0.7%	−265−4.2%	Reduced	Holders
Q3 2024	6,330	$3.70M	0.9%	+920+17.0%	Added	Holders
Q2 2024	5,410	$2.53M	0.7%	+4,746+714.8%	Added	Holders
Q1 2024	664	$302.0K	0.1%	−2−0.3%	Reduced	Holders
Q4 2023	666	$301.9K	0.1%	+12+1.8%	Added	Holders
Q3 2023	654	$267.5K	0.1%	−25−3.7%	Reduced	Holders
Q2 2023	679	$312.6K	0.1%	+101+17.5%	Added	Holders
Q1 2023	578	$273.2K	0.1%	−104−15.2%	Reduced	Holders
Q4 2022	682	$331.8K	0.1%	00.0%	Unchanged	Holders
Q3 2022	682	$263.0K	0.1%	−11−1.6%	Reduced	Holders
Q2 2022	693	$298.0K	0.1%	−8−1.1%	Reduced	Holders
Q1 2022	701	$309.0K	0.1%	00.0%	Unchanged	Holders
Q4 2021	701	$249.0K	0.1%	+86+14.0%	Added	Holders
Q3 2021	615	$212.0K	0.1%	00.0%	Unchanged	Holders
Q2 2021	615	$233.0K	0.1%	−50−7.5%	Reduced	Holders
Q1 2021	665	$246.0K	0.1%	–	–	Holders

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