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Willner & Heller, LLC

SEC CIK
0001927796
Latest filing
Jul 7, 2026

LMT holding history

Lockheed Martin Corp in every 13F filed by Willner & Heller, 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)
1,098
Value
$559.3K
% of portfolio
0.4%
Quarters held
16
Since Q4 2021
Holdings of LMT by Willner & Heller, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,098$559.3K0.4%+110+11.1%AddedHolders
Q1 2026988$597.3K0.4%+4+0.4%AddedHolders
Q4 2025984$475.8K0.3%+17+1.8%AddedHolders
Q3 2025967$482.9K0.4%+59+6.5%AddedHolders
Q2 2025908$420.4K0.4%−186−17.0%ReducedHolders
Q1 20251,094$488.9K0.5%−55−4.8%ReducedHolders
Q4 20241,149$558.3K0.5%+6+0.5%AddedHolders
Q3 20241,143$668.3K0.6%−45−3.8%ReducedHolders
Q2 20241,188$555.0K0.5%−22−1.8%ReducedHolders
Q1 20241,210$550.2K0.5%+2+0.2%AddedHolders
Q4 20231,208$547.6K0.6%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20221,245$605.7K0.9%+5+0.4%AddedHolders
Q3 20221,240$479.0K0.8%+13+1.1%AddedHolders
Q2 20221,227$527.0K0.8%+6+0.5%AddedHolders
Q1 20221,221$434.0K0.5%−131−9.7%ReducedHolders
Q4 20211,352$467.0K0.6%–No prior filingHolders