Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionEmpirical Financial Services, LLC d.b.a. Empirical Wealth Management
Latest Disclosed Ownership3,948 shares
Latest Disclosed Value $ 2,386,242
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reports 171.34% increase in ownership of LMT / Lockheed Martin Corporation

On May 4, 2026 - Empirical Financial Services, LLC d.b.a. Empirical Wealth Management filed a 13F-HR form disclosing ownership of 3,948 shares of Lockheed Martin Corporation (MX:LMT) valued at $2,386,242 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 1,455 shares of Lockheed Martin Corporation. This represents a change in shares of 171.34% 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)
2026-05-04 2026-03-31 13F LOCKHEED MARTIN COM 539830109 3,948 2,493 171.34 2,386 239.40 0.0284
2026-01-16 2025-12-31 13F LOCKHEED MARTIN COM 539830109 1,455 -1,111 -43.30 704 -45.08 0.0125
2025-11-10 2025-09-30 13F LOCKHEED MARTIN COM 539830109 2,566 -9,485 -78.71 1,281 -77.07 0.0256
2025-07-21 2025-06-30 13F LOCKHEED MARTIN COM 539830109 12,051 355 3.04 5,581 6.83 0.1260
2025-05-08 2025-03-31 13F LOCKHEED MARTIN COM 539830109 11,696 9,714 490.11 5,225 442.47 0.1344
2025-01-22 2024-12-31 13F LOCKHEED MARTIN COM 539830109 1,982 -82 -3.97 963 -20.15 0.0261
2024-11-01 2024-09-30 13F LOCKHEED MARTIN COM 539830109 2,064 592 40.22 1,206 75.55 0.0338
2024-08-09 2024-06-30 13F LOCKHEED MARTIN COM 539830109 1,472 344 30.50 687 33.92 0.0204
2024-05-07 2024-03-31 13F LOCKHEED MARTIN COM 539830109 1,128 -111 -8.96 513 -8.56 0.0155
2024-02-06 2023-12-31 13F LOCKHEED MARTIN COM 539830109 1,239 -18 -1.43 561 9.36 0.0186
2023-11-03 2023-09-30 13F LOCKHEED MARTIN COM 539830109 1,257 -597 -32.20 514 -39.86 0.0201
2023-08-11 2023-06-30 13F LOCKHEED MARTIN COM 539830109 1,854 -6,418 -77.59 854 -78.18 0.0343
2023-05-09 2023-03-31 13F LOCKHEED MARTIN COM 539830109 8,272 859 11.59 3,910 8.43 0.1696
2023-02-08 2022-12-31 13F LOCKHEED MARTIN COM 539830109 7,413 464 6.68 3,606 34.35 0.1699
2022-11-03 2022-09-30 13F LOCKHEED MARTIN COM 539830109 6,949 1,323 23.52 2,684 10.95 0.1406
2022-08-02 2022-06-30 13F LOCKHEED MARTIN COM 539830109 5,626 4,253 309.76 2,419 299.17 0.1269
2022-05-13 2022-03-31 13F LOCKHEED MARTIN COM 539830109 1,373 -385 -21.90 606 -3.04 0.0302
2022-02-14 2021-12-31 13F LOCKHEED MARTIN COM 539830109 1,758 23 1.33 625 4.34 0.0312
2021-11-02 2021-09-30 13F LOCKHEED MARTIN COM 539830109 1,735 -955 -35.50 599 -41.16 0.0341
2021-08-12 2021-06-30 13F LOCKHEED MARTIN COM 539830109 2,690 769 40.03 1,018 43.38 0.0617
2021-05-17 2021-03-31 13F LOCKHEED MARTIN COM 539830109 1,921 -400 -17.23 710 -13.83 0.0569
2021-02-12 2020-12-31 13F LOCKHEED MARTIN COM 539830109 2,321 -232 -9.09 824 -15.75 0.0628
2020-11-12 2020-09-30 13F LOCKHEED MARTIN COM 539830109 2,553 111 4.55 978 9.76 0.0836
2020-08-12 2020-06-30 13F LOCKHEED MARTIN COM 539830109 2,442 -224 -8.40 891 -1.44 0.0831
2020-05-11 2020-03-31 13F LOCKHEED MARTIN COM 539830109 2,666 1,480 124.79 904 95.67 0.0988
2020-02-13 2019-12-31 13F LOCKHEED MARTIN COM 539830109 1,186 172 16.96 462 16.67 0.0508
2019-11-13 2019-09-30 13F LOCKHEED MARTIN COM 539830109 1,014 456 81.72 396 95.07 0.0479
2019-08-12 2019-06-30 13F LOCKHEED MARTIN COM 539830109 558 558 203 0.0264
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.