Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionFirst Foundation Advisors
Latest Disclosed Ownership1,425 shares
Latest Disclosed Value $ 861,109
First Foundation Advisors reports 0.90% decrease in ownership of LMT / Lockheed Martin Corporation

On May 4, 2026 - First Foundation Advisors filed a 13F-HR form disclosing ownership of 1,425 shares of Lockheed Martin Corporation (MX:LMT) valued at $861,109 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 1,438 shares of Lockheed Martin Corporation. This represents a change in shares of -0.90% 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)
2026-05-04 2026-03-31 13F LOCKHEED MARTIN COM 539830109 1,425 -13 -0.90 861 23.88 0.0312
2026-02-04 2025-12-31 13F LOCKHEED MARTIN COM 539830109 1,438 -316 -18.02 695 -20.57 0.0262
2025-11-17 2025-09-30 13F LOCKHEED MARTIN COM 539830109 1,754 -186 -9.59 876 -2.56 0.0324
2025-08-14 2025-06-30 13F LOCKHEED MARTIN COM 539830109 1,940 -177 -8.36 898 -4.97 0.0333
2025-05-08 2025-03-31 13F LOCKHEED MARTIN COM 539830109 2,117 -471 -18.20 946 -24.82 0.0385
2025-02-13 2024-12-31 13F LOCKHEED MARTIN COM 539830109 2,588 -21 -0.80 1,257 -17.57 0.0473
2024-11-14 2024-09-30 13F LOCKHEED MARTIN COM 539830109 2,609 19 0.73 1,525 26.14 0.0575
2024-08-06 2024-06-30 13F LOCKHEED MARTIN COM 539830109 2,590 -448 -14.75 1,210 -12.45 0.0462
2024-05-10 2024-03-31 13F LOCKHEED MARTIN COM 539830109 3,038 -176 -5.48 1,382 -5.15 0.0553
2024-02-14 2023-12-31 13F LOCKHEED MARTIN COM 539830109 3,214 -815 -20.23 1,457 -11.60 0.0664
2023-11-15 2023-09-30 13F LOCKHEED MARTIN COM 539830109 4,029 21 0.52 1,648 -10.73 0.0770
2023-08-14 2023-06-30 13F LOCKHEED MARTIN COM 539830109 4,008 -61 -1.50 1,845 -4.06 0.0797
2023-05-12 2023-03-31 13F LOCKHEED MARTIN COM 539830109 4,069 321 8.56 1,924 5.49 0.0884
2023-02-14 2022-12-31 13F LOCKHEED MARTIN COM 539830109 3,748 103 2.83 1,823 29.47 0.0873
2022-11-14 2022-09-30 13F LOCKHEED MARTIN COM 539830109 3,645 217 6.33 1,408 -4.48 0.0689
2022-08-12 2022-06-30 13F LOCKHEED MARTIN COM 539830109 3,428 -100 -2.83 1,474 -5.33 0.0651
2022-05-05 2022-03-31 13F LOCKHEED MARTIN COM 539830109 3,528 -123 -3.37 1,557 19.95 0.0562
2022-02-14 2021-12-31 13F LOCKHEED MARTIN COM 539830109 3,651 107 3.02 1,298 6.13 0.0446
2021-11-15 2021-09-30 13F LOCKHEED MARTIN COM 539830109 3,544 23 0.65 1,223 -8.18 0.0457
2021-08-13 2021-06-30 13F LOCKHEED MARTIN COM 539830109 3,521 -726 -17.09 1,332 -15.11 0.0513
2021-05-18 2021-03-31 13F LOCKHEED MARTIN COM 539830109 4,247 -191 -4.30 1,569 -0.38 0.0673
2021-02-16 2020-12-31 13F LOCKHEED MARTIN COM 539830109 4,438 27 0.61 1,575 -6.86 0.0698
2020-11-12 2020-09-30 13F Lockheed Martin COM 539830109 4,411 1,741 65.21 1,691 73.61 0.0785
2020-08-14 2020-06-30 13F Lockheed Martin COM 539830109 2,670 -677 -20.23 974 -14.11 0.0502
2020-05-11 2020-03-31 13F Lockheed Martin COM 539830109 3,347 955 39.92 1,134 21.80 0.0695
2020-02-11 2019-12-31 13F Lockheed Martin COM 539830109 2,392 88 3.82 931 3.56 0.0461
2019-11-12 2019-09-30 13F Lockheed Martin COM 539830109 2,304 125 5.74 899 13.51 0.0480
2019-08-14 2019-06-30 13F Lockheed Martin COM 539830109 2,179 227 11.63 792 35.15 0.0443
2019-05-13 2019-03-31 13F Lockheed Martin COM 539830109 1,952 -19 -0.96 586 13.57 0.0347
2019-02-14 2018-12-31 13F Lockheed Martin COM 539830109 1,971 19 0.97 516 -23.56 0.0326
2018-11-13 2018-09-30 13F Lockheed Martin COM 539830109 1,952 -174 -8.18 675 7.48 0.0374
2018-08-14 2018-06-30 13F LOCKHEED MARTIN COM 539830109 2,126 -32 -1.48 628 -13.85 0.0369
2018-05-15 2018-03-31 13F Lockheed Martin COM 539830109 2,158 47 2.23 729 7.52 0.0407
2018-02-14 2017-12-31 13F Lockheed Martin COM 539830109 2,111 28 1.34 678 4.95 0.0366
2017-11-14 2017-09-30 13F Lockheed Martin COM 539830109 2,083 250 13.64 646 26.92 0.0367
2017-08-14 2017-06-30 13F Lockheed Martin COM 539830109 1,833 -604 -24.78 509 -21.93 0.0299
2017-05-05 2017-03-31 13F Lockheed Martin COM 539830109 2,437 657 36.91 652 46.52 0.0403
2017-02-14 2016-12-31 13F Lockheed Martin COM 539830109 1,780 50 2.89 445 7.23 0.0291
2016-11-14 2016-09-30 13F Lockheed Martin COM 539830109 1,730 -1,419 -45.06 415 -46.93 0.0287
2016-08-16 2016-06-30 13F Lockheed Martin COM 539830109 3,149 -351 -10.03 782 0.90 0.0561
2016-05-13 2016-03-31 13F Lockheed Martin COM 539830109 3,500 62 1.80 775 3.75 0.0563
2016-02-16 2015-12-31 13F Lockheed Martin COM 539830109 3,438 1,094 46.67 747 53.70 0.0511
2015-11-16 2015-09-30 13F Lockheed Martin COM 539830109 2,344 25 1.08 486 12.76 0.0399
2015-08-13 2015-06-30 13F Lockheed Martin COM 539830109 2,319 1,092 89.00 431 73.09 0.0342
2015-05-14 2015-03-31 13F Lockheed Martin COM 539830109 1,227 1,227 0.00 249 0.0208
2015-02-17 2014-12-31 13F Lockheed Martin COM 539830109 0 -1,339 -100.00 0 -100.00
2014-11-14 2014-09-30 13F Lockheed Martin COM 539830109 1,339 -344 -20.44 245 -9.59 0.0244
2014-08-15 2014-06-30 13F Lockheed Martin COM 539830109 1,683 0 0.00 271 -1.45 0.0295
2014-05-15 2014-03-31 13F Lockheed Martin COM 539830109 1,683 264 18.60 275 30.33 0.0341
2014-02-14 2013-12-31 13F Lockheed Martin COM 539830109 1,419 -3,244 -69.57 211 -58.30 0.0284
2013-08-09 2013-06-30 13F Lockheed Martin COM 539830109 4,663 4,663 506 0.0991
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.