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Livermore
Livermore
ZHEN

Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

LMT holding history

Lockheed Martin Corp in every 13F filed by Wealth Effects 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)
537
Value
$273.6K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of LMT by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026537$273.6K0.1%−13−2.4%ReducedHolders
Q1 2026550$332.4K0.1%+12+2.2%AddedHolders
Q4 2025538$260.2K0.1%−62−10.3%ReducedHolders
Q3 2025600$299.5K0.1%−2−0.3%ReducedHolders
Q2 2025602$278.8K0.1%+1+0.2%AddedHolders
Q1 2025601$268.5K0.1%−6−1.0%ReducedHolders
Q4 2024607$295.0K0.1%−104−14.6%ReducedHolders
Q3 2024711$415.6K0.1%00.0%UnchangedHolders
Q2 2024711$332.1K0.1%00.0%UnchangedHolders
Q1 2024711$323.4K0.1%−31−4.2%ReducedHolders
Q4 2023742$336.3K0.1%+107+16.9%AddedHolders
Q3 2023635$259.7K0.1%+110+21.0%AddedHolders
Q2 2023525$241.7K0.1%+5+1.0%AddedHolders
Q1 2023520$245.8K0.1%−85−14.0%ReducedHolders
Q4 2022605$294.3K0.2%00.0%UnchangedHolders
Q3 2022605$234.0K0.1%+22+3.8%AddedHolders
Q2 2022583$251.0K0.2%−40−6.4%ReducedHolders
Q1 2022623$275.0K0.1%+5+0.8%AddedHolders
Q4 2021618$220.0K0.1%–No prior filingHolders