Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
Institution180 Wealth Advisors, Llc
Latest Disclosed Ownership4,396 shares
Latest Disclosed Value $ 2,657,057
180 Wealth Advisors, Llc reports 1.69% increase in ownership of LMT / Lockheed Martin Corporation

On May 1, 2026 - 180 Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 4,396 shares of Lockheed Martin Corporation (MX:LMT) valued at $2,657,057 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 4,323 shares of Lockheed Martin Corporation. This represents a change in shares of 1.69% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F LOCKHEED MARTIN COM 539830109 4,396 73 1.69 2,657 27.07 0.3020
2026-01-09 2025-12-31 13F LOCKHEED MARTIN COM 539830109 4,323 316 7.89 2,091 4.55 0.2381
2025-10-16 2025-09-30 13F LOCKHEED MARTIN COM 539830109 4,007 -51 -1.26 2,000 6.44 0.2437
2025-07-31 2025-06-30 13F LOCKHEED MARTIN COM 539830109 4,058 -171 -4.04 1,879 -0.48 0.2621
2025-04-09 2025-03-31 13F LOCKHEED MARTIN COM 539830109 4,229 -319 -7.01 1,889 -14.57 0.3008
2025-01-14 2024-12-31 13F LOCKHEED MARTIN COM 539830109 4,548 -498 -9.87 2,210 -25.06 0.3463
2024-11-01 2024-09-30 13F LOCKHEED MARTIN COM 539830109 5,046 -179 -3.43 2,950 22.62 0.4643
2024-07-16 2024-06-30 13F LOCKHEED MARTIN COM 539830109 5,225 -159 -2.95 2,406 -1.80 0.3923
2024-04-16 2024-03-31 13F LOCKHEED MARTIN COM 539830109 5,384 96 1.82 2,449 1.58 0.4402
2024-01-25 2023-12-31 13F LOCKHEED MARTIN COM 539830109 5,288 -23 -0.43 2,412 11.00 0.4827
2023-11-01 2023-09-30 13F LOCKHEED MARTIN COM 539830109 5,311 72 1.37 2,172 -10.36 0.4889
2023-07-12 2023-06-30 13F LOCKHEED MARTIN COM 539830109 5,239 -537 -9.30 2,424 -11.25 0.5322
2023-04-07 2023-03-31 13F LOCKHEED MARTIN COM 539830109 5,776 -938 -13.97 2,730 -11.56 0.6353
2023-02-02 2022-12-31 13F LOCKHEED MARTIN COM 539830109 6,714 -378 -5.33 3,087 12.66 0.7260
2022-10-12 2022-09-30 13F LOCKHEED MARTIN COM 539830109 7,092 355 5.27 2,740 -6.16 0.7541
2022-07-11 2022-06-30 13F LOCKHEED MARTIN COM 539830109 6,737 -5,121 -43.19 2,920 -46.45 0.7456
2022-04-22 2022-03-31 13F LOCKHEED MARTIN COM 539830109 11,858 189 1.62 5,453 25.88 1.1901
2022-01-26 2021-12-31 13F LOCKHEED MARTIN COM 539830109 11,669 2,282 24.31 4,332 26.22 0.9726
2021-10-28 2021-09-30 13F LOCKHEED MARTIN COM 539830109 9,387 1,485 18.79 3,432 19.92 0.7561
2021-08-13 2021-06-30 13F LOCKHEED MARTIN COM 539830109 7,902 460 6.18 2,862 -0.69 0.6545
2021-05-25 2021-03-31 13F LOCKHEED MARTIN COM 539830109 7,442 1,456 24.32 2,882 41.00 0.7146
2021-01-27 2020-12-31 13F LOCKHEED MARTIN COM 539830109 5,986 1,921 47.26 2,044 35.10 0.5897
2020-10-23 2020-09-30 13F LOCKHEED MARTIN COM 539830109 4,065 76 1.91 1,513 2.93 0.5673
2020-07-21 2020-06-30 13F LOCKHEED MARTIN COM 539830109 3,989 174 4.56 1,470 8.89 0.5841
2020-04-09 2020-03-31 13F LOCKHEED MARTIN COM 539830109 3,815 57 1.52 1,350 -14.66 0.7007
2020-01-17 2019-12-31 13F LOCKHEED MARTIN COM 539830109 3,758 -266 -6.61 1,582 3.06 0.6307
2019-10-22 2019-09-30 13F LOCKHEED MARTIN COM 539830109 4,024 31 0.78 1,535 5.86 0.6787
2019-08-05 2019-06-30 13F LOCKHEED MARTIN COM 539830109 3,993 -97 -2.37 1,450 7.17 0.6526
2019-05-14 2019-03-31 13F LOCKHEED MARTIN COM 539830109 4,090 1,340 48.73 1,353 42.12 0.6138
2019-01-15 2018-12-31 13F LOCKHEED MARTIN COM 539830109 2,750 -77 -2.72 952 -2.66 0.4444
2018-11-14 2018-09-30 13F LOCKHEED MARTIN COM 539830109 2,827 -1,449 -33.89 978 -22.57 0.4521
2018-08-08 2018-06-30 13F LOCKHEED MARTIN COM 539830109 4,276 -416 -8.87 1,263 -20.42 0.6257
2018-06-01 2018-03-31 13F LOCKHEED MARTIN COM 539830109 4,692 -394 -7.75 1,587 -2.82 0.8240
2018-02-13 2017-12-31 13F LOCKHEED MARTIN COM 539830109 5,086 5,086 1,633 0.8313
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.