Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionClarus Wealth Advisors
Latest Disclosed Ownership2,170 shares
Latest Disclosed Value $ 1,362,141
Clarus Wealth Advisors reports 0.05% increase in ownership of LMT / Lockheed Martin Corporation

On April 8, 2026 - Clarus Wealth Advisors filed a 13F-HR form disclosing ownership of 2,170 shares of Lockheed Martin Corporation (MX:LMT) valued at $1,362,141 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 2,169 shares of Lockheed Martin Corporation. This represents a change in shares of 0.05% 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)
2026-04-08 2026-03-31 13F LOCKHEED MARTIN COM 539830109 2,170 1 0.05 1,362 12.47 0.5807
2026-01-14 2025-12-31 13F LOCKHEED MARTIN COM 539830109 2,169 -120 -5.24 1,211 4.94 0.5020
2025-10-06 2025-09-30 13F LOCKHEED MARTIN COM 539830109 2,289 2 0.09 1,155 8.97 0.5109
2025-07-09 2025-06-30 13F LOCKHEED MARTIN COM 539830109 2,287 1 0.04 1,059 0.28 0.4898
2025-04-10 2025-03-31 13F LOCKHEED MARTIN COM 539830109 2,286 2 0.09 1,056 -4.26 0.5649
2025-01-14 2024-12-31 13F LOCKHEED MARTIN COM 539830109 2,284 -20 -0.87 1,103 -20.93 0.5493
2024-10-08 2024-09-30 13F LOCKHEED MARTIN COM 539830109 2,304 -122 -5.03 1,395 24.78 0.7106
2024-07-11 2024-06-30 13F LOCKHEED MARTIN COM 539830109 2,426 47 1.98 1,118 4.10 0.5942
2024-04-11 2024-03-31 13F LOCKHEED MARTIN COM 539830109 2,379 -74 -3.02 1,075 -4.70 0.6085
2024-01-22 2023-12-31 13F LOCKHEED MARTIN COM 539830109 2,453 1 0.04 1,128 0.27 0.6670
2023-07-10 2023-06-30 13F LOCKHEED MARTIN COM 539830109 2,452 -874 -26.28 1,125 -31.04 0.6833
2023-04-10 2023-03-31 13F LOCKHEED MARTIN COM 539830109 3,326 38 1.16 1,630 7.31 1.0257
2023-01-12 2022-12-31 13F LOCKHEED MARTIN COM 539830109 3,288 149 4.75 1,520 18.03 0.9965
2022-10-11 2022-09-30 13F LOCKHEED MARTIN COM 539830109 3,139 18 0.58 1,287 -1.61 0.9185
2022-07-13 2022-06-30 13F LOCKHEED MARTIN COM 539830109 3,121 24 0.77 1,308 -9.04 0.9211
2022-04-12 2022-03-31 13F LOCKHEED MARTIN COM 539830109 3,097 335 12.13 1,438 44.09 0.8946
2022-01-13 2021-12-31 13F LOCKHEED MARTIN COM 539830109 2,762 42 1.54 998 5.50 0.5742
2021-10-06 2021-09-30 13F LOCKHEED MARTIN COM 539830109 2,720 2 0.07 946 -8.16 0.5819
2021-07-13 2021-06-30 13F LOCKHEED MARTIN COM 539830109 2,718 -2,311 -45.95 1,030 -46.96 0.6450
2021-04-12 2021-03-31 13F LOCKHEED MARTIN COM 539830109 5,029 25 0.50 1,942 14.91 1.2164
2021-01-12 2020-12-31 13F LOCKHEED MARTIN COM 539830109 5,004 1 0.02 1,690 -10.25 1.1234
2020-10-08 2020-09-30 13F LOCKHEED MARTIN COM 539830109 5,003 -3,140 -38.56 1,883 -34.55 1.4590
2020-07-09 2020-06-30 13F LOCKHEED MARTIN COM 539830109 8,143 90 1.12 2,877 1.95 2.4233
2020-04-08 2020-03-31 13F LOCKHEED MARTIN COM 539830109 8,053 -5,661 -41.28 2,822 -50.40 2.8201
2020-01-10 2019-12-31 13F/A-1 LOCKHEED MARTIN COM 539830109 13,714 1 0.01 5,690 6.38 3.7594
2020-01-10 2019-12-31 13F LOCKHEED MARTIN COM 539830109 13,713 0 5,349 3,909,573.3018
2019-10-11 2019-09-30 13F LOCKHEED MARTIN COM 539830109 13,713 2,449 21.74 5,349 30.62 3.9096
2019-07-24 2019-06-30 13F LOCKHEED MARTIN COM 539830109 11,264 1 0.01 4,095 21.12 2.9598
2019-04-04 2019-03-31 13F LOCKHEED MARTIN COM 539830109 11,263 2 0.02 3,381 14.65 2.5282
2019-02-05 2018-12-31 13F/A-3 LOCKHEED MARTIN COM 539830109 11,261 2 0.02 2,949 -24.29 4.6364
2019-01-08 2018-12-31 13F/A-1 LOCKHEED MARTIN COM 539830109 11,259 -2 3,895 2.5431
2019-01-07 2018-12-31 13F LOCKHEED MARTIN COM 539830109 11,261 2 2,949
2018-10-03 2018-09-30 13F LOCKHEED MARTIN COM 539830109 11,259 1 0.01 3,895 2.39 2.5427
2018-07-05 2018-06-30 13F LOCKHEED MARTIN COM 539830109 11,258 0 0.00 3,804 0.00 2.8766
2018-05-11 2018-03-31 13F LOCKHEED MARTIN COM 539830109 11,258 25 0.22 3,804 5.49 3.5115
2018-02-05 2017-12-31 13F LOCKHEED MARTIN COM 539830109 11,233 11,233 3,606 3.4704
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.