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Livermore
Livermore
ZHEN

Everhart Financial Group, Inc.

SEC CIK
0001852858
Latest filing
Jul 8, 2026

LMT holding history

Lockheed Martin Corp in every 13F filed by Everhart Financial Group, Inc., 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)
2,250
Value
$1.15M
% of portfolio
0.1%
Quarters held
17
Since Q2 2022
Holdings of LMT by Everhart Financial Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,250$1.15M0.1%+328+17.1%AddedHolders
Q1 20261,922$1.16M0.1%+161+9.1%AddedHolders
Q4 20251,761$851.7K0.1%−27−1.5%ReducedHolders
Q3 20251,788$892.6K0.1%+186+11.6%AddedHolders
Q2 20251,602$742.0K0.1%+134+9.1%AddedHolders
Q1 20251,468$655.8K0.1%+118+8.7%AddedHolders
Q4 20241,350$656.0K0.1%−432−24.2%ReducedHolders
Q3 20241,782$1.04M0.2%+496+38.6%AddedHolders
Q2 20241,286$600.7K0.2%+160+14.2%AddedHolders
Q1 20241,126$512.2K0.1%+141+14.3%AddedHolders
Q4 2023985$446.4K0.2%+85+9.4%AddedHolders
Q3 2023900$368.1K0.2%−77−7.9%ReducedHolders
Q2 2023977$449.8K0.2%+57+6.2%AddedHolders
Q1 2023920$434.9K0.2%+95+11.5%AddedHolders
Q4 2022825$401.4K0.2%−164−16.6%ReducedHolders
Q3 2022989$382.0K0.2%+69+7.5%AddedHolders
Q2 2022920$395.0K0.2%+920NewHolders