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
InstitutionSOA Wealth Advisors, LLC.
Latest Disclosed Ownership1,199 shares
Latest Disclosed Value $ 724,480
SOA Wealth Advisors, LLC. reports 0.50% increase in ownership of 1LMT / Lockheed Martin Corporation

On May 20, 2026 - SOA Wealth Advisors, LLC. filed a 13F-HR form disclosing ownership of 1,199 shares of Lockheed Martin Corporation (IT:1LMT) valued at $724,480 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 1,193 shares of Lockheed Martin Corporation. This represents a change in shares of 0.50% during the quarter. The current value of the position is $467,550 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)
2026-05-20 2026-03-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,199 6 0.50 724 25.69 0.1367
2026-01-20 2025-12-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,193 8 0.68 577 -2.54 0.0974
2025-10-21 2025-09-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,185 7 0.59 592 8.44 0.1014
2025-07-18 2025-06-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,178 -34 -2.81 546 0.74 0.1025
2025-04-14 2025-03-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,212 8 0.66 541 -7.36 0.1130
2025-02-06 2024-12-31 13F/A-1 LOCKHEED MARTIN CORP COM Stock 539830109 1,204 8 0.67 585 -16.45 0.1077
2025-01-28 2024-12-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,204 8 585 0.1077
2024-11-20 2024-09-30 13F/A-1 LOCKHEED MARTIN CORP COM Stock 539830109 1,196 6 0.50 699 25.95 0.1333
2024-10-09 2024-09-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,196 6 699 0.1333
2024-07-17 2024-06-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,190 15 1.28 556 3.93 0.1118
2024-04-10 2024-03-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,175 -11 -0.93 534 -0.56 0.1106
2024-02-13 2023-12-31 13F/A-1 LOCKHEED MARTIN CORP COM Stock 539830109 1,186 0 0.00 538 10.72 0.1196
2024-01-10 2023-12-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,186 0 538 0.1196
2023-10-10 2023-09-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,186 -3 -0.25 485 -11.33 0.1206
2023-07-07 2023-06-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,189 8 0.68 547 -1.97 0.1282
2023-04-28 2023-03-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,181 13 1.11 558 -1.59 0.1376
2023-01-10 2022-12-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,168 -1 -0.09 568 25.72 0.1528
2022-10-07 2022-09-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,169 92 8.54 451 -2.59 0.1358
2022-07-13 2022-06-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,077 -15 -1.37 463 -3.94 0.1364
2022-04-07 2022-03-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,092 6 0.55 482 25.52 0.1175
2022-01-13 2021-12-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,086 8 0.74 384 3.23 0.0930
2021-10-12 2021-09-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,078 -65 -5.69 372 -13.89 0.0953
2021-07-14 2021-06-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,143 -108 -8.63 432 -6.49 0.1110
2021-04-26 2021-03-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,251 -3 -0.24 462 7.69 0.1293
2021-03-10 2020-12-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,254 1,254 429 0.1168
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.