Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership81 shares
Latest Disclosed Value $ 48,871
Heritage Wealth Advisors ownership in LMT / Lockheed Martin Corporation

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 81 shares of Lockheed Martin Corporation (MX:LMT) valued at $48,871 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 81 shares of Lockheed Martin Corporation. This represents a change in shares of 0.00% 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)
2026-05-13 2026-03-31 13F Lockheed Martin COM 539830109 81 0 0.00 49 23.08 0.0019
2026-02-13 2025-12-31 13F Lockheed Martin COM 539830109 81 31 62.00 39 62.50 0.0015
2025-11-13 2025-09-30 13F Lockheed Martin COM 539830109 50 0 0.00 25 4.35 0.0011
2025-08-11 2025-06-30 13F Lockheed Martin COM 539830109 50 0 0.00 23 4.55 0.0011
2025-05-08 2025-03-31 13F Lockheed Martin COM 539830109 50 -8 -13.79 22 -21.43 0.0011
2025-02-12 2024-12-31 13F Lockheed Martin COM 539830109 58 -325 -84.86 28 -87.44 0.0014
2024-11-12 2024-09-30 13F Lockheed Martin COM 539830109 383 333 666.00 224 869.57 0.0105
2024-12-12 2024-06-30 13F/A-1 Lockheed Martin COM 539830109 50 0 0.00 23 4.55 0.0011
2024-08-06 2024-06-30 13F Lockheed Martin COM 539830109 50 0 23 0.0011
2024-12-12 2024-03-31 13F/A-1 Lockheed Martin COM 539830109 50 0 0.00 23 0.00 0.0010
2024-05-08 2024-03-31 13F Lockheed Martin COM 539830109 50 0 23 0.0010
2024-12-12 2023-12-31 13F/A-1 Lockheed Martin COM 539830109 50 -365 -87.95 23 -86.98 0.0011
2024-02-12 2023-12-31 13F Lockheed Martin COM 539830109 66 -349 30 0.0015
2024-12-12 2023-09-30 13F/A-1 Lockheed Martin COM 539830109 415 -12 -2.81 170 -13.78 0.0093
2023-11-09 2023-09-30 13F Lockheed Martin COM 539830109 415 -12 170 0.0093
2024-12-12 2023-06-30 13F/A-1 Lockheed Martin COM 539830109 427 12 2.89 197 0.00 0.0104
2023-08-09 2023-06-30 13F Lockheed Martin COM 539830109 427 12 197 0.0104
2023-05-04 2023-03-31 13F Lockheed Martin COM 539830109 415 0 0.00 196 -2.97 0.0109
2024-12-12 2022-12-31 13F/A-1 Lockheed Martin COM 539830109 415 0 0.00 202 26.25 0.0117
2023-02-07 2022-12-31 13F Lockheed Martin COM 539830109 415 0 202 0.0117
2024-12-12 2022-09-30 13F/A-1 Lockheed Martin COM 539830109 415 0 0.00 160 0.0116
2022-11-10 2022-09-30 13F Lockheed Martin COM 539830109 415 0 0 0.0116
2022-08-04 2022-06-30 13F Lockheed Martin COM 539830109 415 0 0.00 0 0.0124
2022-05-11 2022-03-31 13F Lockheed Martin COM 539830109 415 -75 -15.31 0 0.0101
2022-03-28 2021-12-31 13F/A-1 Lockheed Martin COM 539830109 490 -36 -6.84 0 -100.00 0.0096
2022-02-02 2021-12-31 13F Lockheed Martin COM 539830109 490 -36 174 0.0096
2021-11-02 2021-09-30 13F Lockheed Martin COM 539830109 526 0 0.00 181 -8.59 0.0111
2021-08-09 2021-06-30 13F/A-1 Lockheed Martin COM 539830109 526 -75 -12.48 199 -10.41 0.0122
2021-07-27 2021-06-30 13F Lockheed Martin COM 539830109 601 0 213 0.0133
2021-04-27 2021-03-31 13F Lockheed Martin COM 539830109 601 0 0.00 222 3.76 0.0134
2021-02-01 2020-12-31 13F Lockheed Martin COM 539830109 601 1 0.17 213 -7.39 0.0133
2020-11-03 2020-09-30 13F Lockheed Martin COM 539830109 600 85 16.50 230 22.34 0.0297
2020-07-17 2020-06-30 13F/A-1 Lockheed Martin COM 539830109 515 0 0.00 188 8.05 0.0263
2020-07-17 2020-06-30 13F Lockheed Martin COM 539830109 436 -79 188 26,308.6084
2020-05-05 2020-03-31 13F Lockheed Martin COM 539830109 515 77 17.58 175 2.35 0.0313
2020-02-04 2019-12-31 13F Lockheed Martin COM 539830109 438 3 0.69 171 0.59 0.0225
2019-10-30 2019-09-30 13F Lockheed Martin COM 539830109 435 0 0.00 169 6.96 0.0249
2019-08-05 2019-06-30 13F Lockheed Martin COM 539830109 435 342 367.74 158 485.19 0.0243
2019-05-06 2019-03-31 13F Lockheed Martin COM 539830109 93 70 304.35 28 350.00 0.0046
2019-01-26 2018-12-31 13F Lockheed Martin COM 539830109 23 0 0.00 6 -14.29 0.0012
2018-11-14 2018-09-30 13F Lockheed Martin COM 539830109 23 23 7 0.0014
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.