Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionAvidian Wealth Solutions, LLC
Latest Disclosed Ownership6,808 shares
Latest Disclosed Value $ 4,114,684
Avidian Wealth Solutions, LLC reports 228.89% increase in ownership of LMT / Lockheed Martin Corporation

On May 7, 2026 - Avidian Wealth Solutions, LLC filed a 13F-HR form disclosing ownership of 6,808 shares of Lockheed Martin Corporation (MX:LMT) valued at $4,114,684 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 2,070 shares of Lockheed Martin Corporation. This represents a change in shares of 228.89% 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)
2026-05-07 2026-03-31 13F LOCKHEED MARTIN COM 539830109 6,808 4,738 228.89 4,115 310.99 0.1302
2026-02-02 2025-12-31 13F LOCKHEED MARTIN COM 539830109 2,070 -81 -3.77 1,001 -6.71 0.0364
2025-10-30 2025-09-30 13F LOCKHEED MARTIN COM 539830109 2,151 -32 -1.47 1,074 6.13 0.0404
2025-07-30 2025-06-30 13F LOCKHEED MARTIN COM 539830109 2,183 10 0.46 1,011 4.23 0.0411
2025-04-25 2025-03-31 13F LOCKHEED MARTIN COM 539830109 2,173 -19 -0.87 970 -8.92 0.0432
2025-01-29 2024-12-31 13F LOCKHEED MARTIN COM 539830109 2,192 41 1.91 1,065 -15.27 0.0478
2024-10-30 2024-09-30 13F LOCKHEED MARTIN COM 539830109 2,151 -81 -3.63 1,258 20.63 0.0571
2024-08-06 2024-06-30 13F LOCKHEED MARTIN COM 539830109 2,232 48 2.20 1,042 4.93 0.0433
2024-05-03 2024-03-31 13F LOCKHEED MARTIN COM 539830109 2,184 49 2.30 993 2.69 0.0482
2024-02-06 2023-12-31 13F LOCKHEED MARTIN COM 539830109 2,135 -192 -8.25 968 1.68 0.0595
2023-10-13 2023-09-30 13F LOCKHEED MARTIN COM 539830109 2,327 -120 -4.90 952 -15.54 0.0670
2023-08-03 2023-06-30 13F LOCKHEED MARTIN COM 539830109 2,447 -3,845 -61.11 1,126 -62.14 0.0738
2023-05-08 2023-03-31 13F LOCKHEED MARTIN COM 539830109 6,292 136 2.21 2,975 -0.67 0.1632
2023-02-06 2022-12-31 13F LOCKHEED MARTIN COM 539830109 6,156 506 8.96 2,995 37.15 0.1950
2022-11-03 2022-09-30 13F LOCKHEED MARTIN COM 539830109 5,650 47 0.84 2,183 -9.38 0.1577
2022-07-29 2022-06-30 13F LOCKHEED MARTIN COM 539830109 5,603 268 5.02 2,409 2.29 0.1705
2022-05-10 2022-03-31 13F LOCKHEED MARTIN COM 539830109 5,335 -468 -8.06 2,355 14.15 0.1443
2022-02-14 2021-12-31 13F LOCKHEED MARTIN COM 539830109 5,803 720 14.16 2,063 17.62 0.1284
2021-11-10 2021-09-30 13F LOCKHEED MARTIN COM 539830109 5,083 37 0.73 1,754 -8.12 0.1336
2021-08-09 2021-06-30 13F LOCKHEED MARTIN COM 539830109 5,046 -138 -2.66 1,909 -0.31 0.1465
2021-05-05 2021-03-31 13F LOCKHEED MARTIN COM 539830109 5,184 41 0.80 1,915 4.87 0.1632
2021-02-09 2020-12-31 13F LOCKHEED MARTIN COM 539830109 5,143 87 1.72 1,826 -5.78 0.1731
2021-02-03 2020-09-30 13F/A-1 LOCKHEED MARTIN COM 539830109 5,056 208 4.29 1,938 9.55 0.2196
2020-08-10 2020-06-30 13F LOCKHEED MARTIN COM 539830109 4,848 165 3.52 1,769 11.47 0.2386
2020-04-22 2020-03-31 13F LOCKHEED MARTIN COM 539830109 4,683 3,799 429.75 1,587 361.34 0.2546
2020-02-13 2019-12-31 13F LOCKHEED MARTIN COM 539830109 884 884 344 0.0489
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.