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Heritage Wealth Management, Inc.

SEC CIK
0002012170
Latest filing
Jul 22, 2026

LMT holding history

Lockheed Martin Corp in every 13F filed by Heritage Wealth Management, Inc., 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)
475
Value
$242.0K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of LMT by Heritage Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026475$242.0K0.1%+4+0.8%AddedHolders
Q1 2026471$284.7K0.2%+471NewHolders