Lockheed Martin Corporation
BG ˙ BUL ˙ US5398301094
SecurityBG:LOM / Lockheed Martin Corporation
InstitutionEvoke Wealth, Llc
Latest Disclosed Ownership3,107 shares
Latest Disclosed Value $ 1,878,433
Evoke Wealth, Llc reports 25.89% increase in ownership of LOM / Lockheed Martin Corporation

On May 14, 2026 - Evoke Wealth, Llc filed a 13F-HR form disclosing ownership of 3,107 shares of Lockheed Martin Corporation (BG:LOM) valued at $1,878,433 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,468 shares of Lockheed Martin Corporation. This represents a change in shares of 25.89% 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)
2026-05-14 2026-03-31 13F LOCKHEED MARTIN COM 539830109 3,107 639 25.89 1,878 57.42 0.0337
2026-02-06 2025-12-31 13F LOCKHEED MARTIN COM 539830109 2,468 637 34.79 1,194 30.53 0.0223
2025-11-14 2025-09-30 13F LOCKHEED MARTIN COM 539830109 1,831 -383 -17.30 914 -10.83 0.0185
2025-08-07 2025-06-30 13F LOCKHEED MARTIN COM 539830109 2,214 873 65.10 1,025 71.12 0.0235
2025-05-13 2025-03-31 13F LOCKHEED MARTIN COM 539830109 1,341 209 18.46 599 8.91 0.0156
2025-02-10 2024-12-31 13F LOCKHEED MARTIN COM 539830109 1,132 136 13.65 550 -5.50 0.0153
2024-11-13 2024-09-30 13F LOCKHEED MARTIN COM 539830109 996 996 582 0.0158
2024-08-13 2024-06-30 13F LOCKHEED MARTIN COM 539830109 0 -980 -100.00 0 -100.00
2024-05-15 2024-03-31 13F LOCKHEED MARTIN COM 539830109 980 310 46.27 446 46.86 0.0132
2024-02-12 2023-12-31 13F LOCKHEED MARTIN COM 539830109 670 150 28.85 304 42.92 0.0065
2023-11-13 2023-09-30 13F LOCKHEED MARTIN COM 539830109 520 -355 -40.57 213 -47.26 0.0075
2023-08-09 2023-06-30 13F LOCKHEED MARTIN COM 539830109 875 405 86.17 403 81.90 0.0140
2023-05-08 2023-03-31 13F LOCKHEED MARTIN COM 539830109 470 -135 -22.31 222 -92.50 0.0081
2023-02-10 2022-12-31 13F LOCKHEED MARTIN COM 539830109 605 -302 -33.30 2,945 98,066.67 0.0107
2022-11-07 2022-09-30 13F LOCKHEED MARTIN COM 539830109 907 568 167.55 4 200.00 0.0141
2022-08-04 2022-06-30 13F Lockheed Martin COM 539830109 339 242 249.48 1 0.0054
2022-05-10 2022-03-31 13F Lockheed Martin COM 539830109 97 22 29.33 0 0.0014
2022-02-09 2021-12-31 13F Lockheed Martin COM 539830109 75 -7 -8.54 0 0.0009
2021-11-12 2021-09-30 13F Lockheed Martin COM 539830109 82 8 10.81 0 0.0011
2021-08-05 2021-06-30 13F LOCKHEED MARTIN COM 539830109 74 -22 -22.92 0 0.0011
2021-05-13 2021-03-31 13F LOCKHEED MARTIN STOCK 539830109 96 18 23.08 0 0.0016
2021-02-12 2020-12-31 13F LOCKHEED MARTIN STOCK 539830109 78 5 6.85 0 -100.00 0.0019
2020-11-13 2020-09-30 13F LOCKHEED MARTIN STOCK 539830109 73 -3 -3.95 28 0.00 0.0023
2020-08-10 2020-06-30 13F LOCKHEED MARTIN STOCK 539830109 76 -211 -73.52 28 -97.12 0.0027
2020-05-07 2020-03-31 13F LOCKHEED MARTIN STOCK 539830109 287 -173 -37.61 973 -45.67 0.0139
2020-02-07 2019-12-31 13F LOCKHEED MARTIN STOCK 539830109 460 208 82.54 1,792 82.20 0.0228
2019-12-17 2019-09-30 13F/A-1 LOCKHEED MARTIN STOCK 539830109 252 252 983 0.0121
2019-11-12 2019-09-30 13F LOCKHEED MARTIN STOCK 539830109 252 983
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.