Lockheed Martin Corporation
IT ˙ BIT ˙ US5398301094
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
389,95 € 0,00 (0,00%)
2025-08-28
DEL PRIS
SecurityIT:1LMT / Lockheed Martin Corporation
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership1,288 shares
Latest Disclosed Value $ 778,245
BKD Wealth Advisors, LLC reports 5.92% increase in ownership of 1LMT / Lockheed Martin Corporation

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 1,288 shares of Lockheed Martin Corporation (IT:1LMT) valued at $778,245 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,216 shares of Lockheed Martin Corporation. This represents a change in shares of 5.92% during the quarter. The current value of the position is $502,256 USD.

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)
2026-05-01 2026-03-31 13F LOCKHEED MARTIN COM 539830109 1,288 72 5.92 778 32.31 0.0148
2026-02-10 2025-12-31 13F LOCKHEED MARTIN COM 539830109 1,216 79 6.95 588 3.70 0.0111
2025-10-30 2025-09-30 13F LOCKHEED MARTIN COM 539830109 1,137 -41 -3.48 568 4.04 0.0113
2025-07-29 2025-06-30 13F LOCKHEED MARTIN COM 539830109 1,178 45 3.97 545 7.71 0.0118
2025-05-13 2025-03-31 13F LOCKHEED MARTIN COM 539830109 1,133 88 8.42 506 -0.20 0.0121
2025-02-04 2024-12-31 13F LOCKHEED MARTIN COM 539830109 1,045 -25 -2.34 508 -18.88 0.0117
2024-11-14 2024-09-30 13F LOCKHEED MARTIN COM 539830109 1,070 -30 -2.73 626 21.83 0.0144
2024-08-09 2024-06-30 13F LOCKHEED MARTIN COM 539830109 1,100 -13 -1.17 514 1.38 0.0128
2024-04-19 2024-03-31 13F LOCKHEED MARTIN COM 539830109 1,113 109 10.86 506 11.21 0.0129
2024-01-11 2023-12-31 13F LOCKHEED MARTIN COM 539830109 1,004 74 7.96 455 19.74 0.0127
2023-10-26 2023-09-30 13F LOCKHEED MARTIN COM 539830109 930 13 1.42 381 -9.95 0.0115
2023-08-08 2023-06-30 13F LOCKHEED MARTIN COM 539830109 917 -319 -25.81 422 -27.74 0.0124
2023-04-27 2023-03-31 13F LOCKHEED MARTIN COM 539830109 1,236 66 5.64 584 2.64 0.0191
2023-02-03 2022-12-31 13F LOCKHEED MARTIN COM 539830109 1,170 24 2.09 569 28.44 0.0199
2022-10-14 2022-09-30 13F LOCKHEED MARTIN COM 539830109 1,146 -73 -5.99 443 -15.62 0.0179
2022-07-22 2022-06-30 13F LOCKHEED MARTIN COM 539830109 1,219 250 25.80 525 22.66 0.0212
2022-05-10 2022-03-31 13F LOCKHEED MARTIN COM 539830109 969 69 7.67 428 33.75 0.0181
2022-01-14 2021-12-31 13F LOCKHEED MARTIN COM 539830109 900 180 25.00 320 29.03 0.0135
2021-10-14 2021-09-30 13F LOCKHEED MARTIN COM 539830109 720 13 1.84 248 -7.12 0.0114
2021-07-14 2021-06-30 13F LOCKHEED MARTIN COM 539830109 707 -18 -2.48 267 -0.37 0.0124
2021-04-23 2021-03-31 13F LOCKHEED MARTIN COM 539830109 725 -1,761 -70.84 268 -69.61 0.0133
2021-01-22 2020-12-31 13F LOCKHEED MARTIN COM 539830109 2,486 424 20.56 882 11.65 0.0442
2020-11-05 2020-09-30 13F LOCKHEED MARTIN COM 539830109 2,062 97 4.94 790 10.18 0.0460
2020-07-15 2020-06-30 13F LOCKHEED MARTIN COM 539830109 1,965 437 28.60 717 38.42 0.0464
2020-04-10 2020-03-31 13F LOCKHEED MARTIN COM 539830109 1,528 932 156.38 518 123.28 0.0425
2020-01-13 2019-12-31 13F LOCKHEED MARTIN COM 539830109 596 44 7.97 232 7.91 0.0167
2019-10-28 2019-09-30 13F LOCKHEED MARTIN COM 539830109 552 552 215 0.0172
2019-01-28 2018-12-31 13F/A-1 LOCKHEED MARTIN COM 539830109 0 -601 -100.00 0 -100.00
2018-10-09 2018-09-30 13F LOCKHEED MARTIN COM 539830109 601 601 208 0.0182
2018-07-13 2018-06-30 13F LOCKHEED MARTIN COM 539830109 0 -583 -100.00 0 -100.00
2018-04-20 2018-03-31 13F LOCKHEED MARTIN COM 539830109 583 -462 -44.21 205 -38.81 0.0193
2018-01-18 2017-12-31 13F LOCKHEED MARTIN COM 539830109 1,045 -29 -2.70 335 0.60 0.0335
2017-10-13 2017-09-30 13F LOCKHEED MARTIN COM 539830109 1,074 88 8.92 333 21.53 0.0366
2017-07-10 2017-06-30 13F LOCKHEED MARTIN COM 539830109 986 -7 -0.70 274 3.01 0.0311
2017-04-13 2017-03-31 13F LOCKHEED MARTIN COM 539830109 993 993 266 0.0325
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.