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Sonoma Private Wealth LLC

SEC CIK
0001965757
Latest filing
Aug 14, 2026

LMT holding history

Lockheed Martin Corp in every 13F filed by Sonoma Private Wealth 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)
532
Value
$271.0K
% of portfolio
0.3%
Quarters held
3
Since Q3 2024
Holdings of LMT by Sonoma Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026532$271.0K0.3%+9+1.7%AddedHolders
Q1 2026523$316.1K0.4%+523NewHolders
Q4 20240$00.0%−412−100.0%Sold outHolders
Q3 2024412$240.8K0.4%+412NewHolders