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Livermore
Livermore
ZHEN

Helen Stephens Group, LLC

SEC CIK
0001895252
Latest filing
Jul 31, 2026

LMT holding history

Lockheed Martin Corp in every 13F filed by Helen Stephens Group, 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)
888
Value
$452.3K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of LMT by Helen Stephens Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026888$452.3K0.1%+4+0.5%AddedHolders
Q1 2026884$534.5K0.1%−223−20.1%ReducedHolders
Q4 20251,107$535.7K0.1%+241+27.8%AddedHolders
Q3 2025866$432.3K0.1%−142−14.1%ReducedHolders
Q2 20251,008$466.7K0.1%−1,217−54.7%ReducedHolders
Q1 20252,225$994.2K0.3%+30+1.4%AddedHolders
Q4 20242,195$1.07M0.3%−29−1.3%ReducedHolders
Q3 20242,224$1.30M0.4%+11+0.5%AddedHolders
Q2 20242,213$1.03M0.4%00.0%UnchangedHolders
Q1 20242,213$1.01M0.4%+23+1.1%AddedHolders
Q4 20232,190$992.5K0.4%+410+23.0%AddedHolders
Q3 20231,780$727.9K0.4%00.0%UnchangedHolders
Q2 20231,780$819.4K0.4%00.0%UnchangedHolders
Q1 20231,780$841.4K0.4%−4−0.2%ReducedHolders
Q4 20221,784$867.8K0.5%−108−5.7%ReducedHolders
Q3 20221,892$731.0K0.5%−35−1.8%ReducedHolders
Q2 20221,927$828.0K0.6%+2+0.1%AddedHolders
Q1 20221,925$850.0K0.6%+155+8.8%AddedHolders
Q4 20211,770$629.0K0.5%–No prior filingHolders