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Livermore
Livermore
ZHEN

Primoris Wealth Advisors, LLC

SEC CIK
0001909619
Latest filing
Jul 29, 2026

LMT holding history

Lockheed Martin Corp in every 13F filed by Primoris 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2022
Holdings of LMT by Primoris Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−365−100.0%Sold outHolders
Q1 2026365$220.8K0.2%+365NewHolders
Q3 20250$00.0%−456−100.0%Sold outHolders
Q2 2025456$211.3K0.1%−17−3.6%ReducedHolders
Q1 2025473$211.4K0.2%−7,594−94.1%ReducedHolders
Q4 20248,067$3.92M3.0%−462−5.4%ReducedHolders
Q3 20248,529$4.99M3.6%−427−4.8%ReducedHolders
Q2 20248,956$4.18M3.3%+78+0.9%AddedHolders
Q1 20248,878$4.04M3.2%−37−0.4%ReducedHolders
Q4 20238,915$4.03M3.8%−132−1.5%ReducedHolders
Q3 20239,047$3.70M4.5%−197−2.1%ReducedHolders
Q2 20239,244$4.26M4.7%−56−0.6%ReducedHolders
Q1 20239,300$4.40M5.4%−54−0.6%ReducedHolders
Q4 20229,354$4.55M7.0%−121−1.3%ReducedHolders
Q3 20229,475$3.70M6.6%−223−2.3%ReducedHolders
Q2 20229,698$4.18M6.3%−188−1.9%ReducedHolders
Q1 20229,886$4.37M4.1%+9,886NewHolders