Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionHHM Wealth Advisors, LLC
Latest Disclosed Ownership675 shares
Latest Disclosed Value $ 407,964
HHM Wealth Advisors, LLC reports 3.53% increase in ownership of LMT / Lockheed Martin Corporation

On April 17, 2026 - HHM Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 675 shares of Lockheed Martin Corporation (MX:LMT) valued at $407,964 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 652 shares of Lockheed Martin Corporation. This represents a change in shares of 3.53% 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)
2026-04-17 2026-03-31 13F LOCKHEED MARTIN COM 539830109 675 23 3.53 408 29.21 0.0281
2026-01-22 2025-12-31 13F LOCKHEED MARTIN COM 539830109 652 -24 -3.55 315 -6.53 0.0371
2025-10-29 2025-09-30 13F LOCKHEED MARTIN COM 539830109 676 -3 -0.44 337 7.32 0.0390
2025-08-11 2025-06-30 13F LOCKHEED MARTIN COM 539830109 679 0 0.00 314 3.63 0.0374
2025-05-08 2025-03-31 13F LOCKHEED MARTIN COM 539830109 679 -6 -0.88 303 -9.01 0.0408
2025-01-24 2024-12-31 13F LOCKHEED MARTIN COM 539830109 685 87 14.55 333 -4.58 0.0453
2024-11-12 2024-09-30 13F LOCKHEED MARTIN COM 539830109 598 23 4.00 350 30.22 0.0496
2024-08-07 2024-06-30 13F LOCKHEED MARTIN COM 539830109 575 37 6.88 269 9.84 0.0404
2024-05-14 2024-03-31 13F LOCKHEED MARTIN COM 539830109 538 0 0.00 245 0.41 0.0403
2024-02-05 2023-12-31 13F LOCKHEED MARTIN COM 539830109 538 0 0.00 244 10.45 0.0424
2023-11-03 2023-09-30 13F LOCKHEED MARTIN COM 539830109 538 0 0.00 220 -10.93 0.0430
2023-08-14 2023-06-30 13F LOCKHEED MARTIN COM 539830109 538 0 0.00 248 -2.76 0.0464
2023-05-02 2023-03-31 13F LOCKHEED MARTIN COM 539830109 538 0 0.00 254 -2.68 0.0519
2023-01-19 2022-12-31 13F LOCKHEED MARTIN COM 539830109 538 0 0.00 262 25.48 0.0598
2022-11-04 2022-09-30 13F LOCKHEED MARTIN COM 539830109 538 -99 -15.54 208 -24.09 0.0547
2022-08-08 2022-06-30 13F LOCKHEED MARTIN COM 539830109 637 0 0.00 274 -2.49 0.0702
2022-04-27 2022-03-31 13F LOCKHEED MARTIN COM 539830109 637 450 240.64 281 325.76 0.0657
2022-02-03 2021-12-31 13F LOCKHEED MARTIN COM 539830109 187 -171 -47.77 66 -46.77 0.0159
2021-11-02 2021-09-30 13F LOCKHEED MARTIN COM 539830109 358 -22 -5.79 124 -13.89 0.0337
2021-07-27 2021-06-30 13F LOCKHEED MARTIN COM 539830109 380 0 0.00 144 2.86 0.0392
2021-04-23 2021-03-31 13F LOCKHEED MARTIN COM 539830109 380 22 6.15 140 10.24 0.0433
2021-01-28 2020-12-31 13F LOCKHEED MARTIN COM 539830109 358 85 31.14 127 20.95 0.0436
2020-11-12 2020-09-30 13F LOCKHEED MARTIN COM 539830109 273 -4 -1.44 105 3.96 0.0420
2020-08-13 2020-06-30 13F LOCKHEED MARTIN COM 539830109 277 0 0.00 101 7.45 0.0422
2020-05-12 2020-03-31 13F LOCKHEED MARTIN COM 539830109 277 277 94 0.0459
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.