Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionAcorn Wealth Advisors, LLC
Latest Disclosed Ownership910 shares
Latest Disclosed Value $ 549,892
Acorn Wealth Advisors, LLC reports 0.55% increase in ownership of LMT / Lockheed Martin Corporation

On April 30, 2026 - Acorn Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 910 shares of Lockheed Martin Corporation (MX:LMT) valued at $549,892 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 905 shares of Lockheed Martin Corporation. This represents a change in shares of 0.55% 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)
2026-04-30 2026-03-31 13F LOCKHEED MARTIN COM 539830109 910 5 0.55 550 25.63 0.1603
2026-02-10 2025-12-31 13F LOCKHEED MARTIN COM 539830109 905 6 0.67 438 -2.46 0.1305
2025-10-31 2025-09-30 13F LOCKHEED MARTIN COM 539830109 899 4 0.45 449 8.21 0.1406
2025-08-14 2025-06-30 13F LOCKHEED MARTIN COM 539830109 895 8 0.90 414 4.55 0.1541
2025-05-01 2025-03-31 13F LOCKHEED MARTIN COM 539830109 887 12 1.37 396 -6.82 0.1650
2025-02-04 2024-12-31 13F LOCKHEED MARTIN COM 539830109 875 4 0.46 425 -16.50 0.1756
2024-11-13 2024-09-30 13F LOCKHEED MARTIN COM 539830109 871 4 0.46 509 25.68 0.2188
2024-07-30 2024-06-30 13F LOCKHEED MARTIN COM 539830109 867 8 0.93 405 3.85 0.2002
2024-04-26 2024-03-31 13F LOCKHEED MARTIN COM 539830109 859 3 0.35 391 0.52 0.2038
2024-02-07 2023-12-31 13F LOCKHEED MARTIN COM 539830109 856 -60 -6.55 388 3.74 0.2300
2023-11-07 2023-09-30 13F LOCKHEED MARTIN COM 539830109 916 17 1.89 375 -9.44 0.2493
2023-08-02 2023-06-30 13F LOCKHEED MARTIN COM 539830109 899 3 0.33 414 -2.36 0.2821
2023-05-09 2023-03-31 13F LOCKHEED MARTIN COM 539830109 896 5 0.56 424 -2.31 0.3125
2023-02-10 2022-12-31 13F LOCKHEED MARTIN COM 539830109 891 6 0.68 433 26.61 0.3319
2022-11-09 2022-09-30 13F LOCKHEED MARTIN COM 539830109 885 7 0.80 342 -9.52 0.2802
2022-08-08 2022-06-30 13F LOCKHEED MARTIN COM 539830109 878 -78 -8.16 378 -10.43 0.2984
2022-05-03 2022-03-31 13F LOCKHEED MARTIN COM 539830109 956 3 0.31 422 24.48 0.2904
2022-02-14 2021-12-31 13F LOCKHEED MARTIN COM 539830109 953 4 0.42 339 3.35 0.2150
2021-11-12 2021-09-30 13F LOCKHEED MARTIN COM 539830109 949 3 0.32 328 -8.38 0.2294
2021-08-16 2021-06-30 13F LOCKHEED MARTIN COM 539830109 946 42 4.65 358 7.19 0.2473
2021-05-14 2021-03-31 13F LOCKHEED MARTIN COM 539830109 904 3 0.33 334 4.38 0.2394
2021-02-16 2020-12-31 13F LOCKHEED MARTIN COM 539830109 901 40 4.65 320 -3.03 0.2519
2020-11-04 2020-09-30 13F LOCKHEED MARTIN COM 539830109 861 2 0.23 330 5.43 0.2892
2020-08-19 2020-06-30 13F LOCKHEED MARTIN COM 539830109 859 3 0.35 313 -0.63 0.2913
2020-05-13 2020-03-31 13F LOCKHEED MARTIN COM 539830109 856 27 3.26 315 -8.16 0.3529
2020-02-07 2019-12-31 13F LOCKHEED MARTIN COM 539830109 829 3 0.36 343 7.19 0.2887
2019-11-21 2019-09-30 13F LOCKHEED MARTIN COM 539830109 826 2 0.24 320 2.89 0.2750
2019-08-14 2019-06-30 13F LOCKHEED MARTIN COM 539830109 824 2 0.24 311 22.92 0.2846
2019-05-08 2019-03-31 13F LOCKHEED MARTIN COM 539830109 822 2 0.24 253 14.48 0.2284
2019-02-04 2018-12-31 13F LOCKHEED MARTIN COM 539830109 820 3 0.37 221 -10.16 0.2264
2018-11-13 2018-09-30 13F LOCKHEED MARTIN COM 539830109 817 2 0.25 246 0.82 0.2427
2018-08-10 2018-06-30 13F LOCKHEED MARTIN COM 539830109 815 2 0.25 244 -7.22 0.2077
2018-05-14 2018-03-31 13F LOCKHEED MARTIN COM 539830109 813 2 0.25 263 -1.87 0.2275
2018-02-14 2017-12-31 13F LOCKHEED MARTIN COM 539830109 811 811 268 0.2446
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.