Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionFirst Heartland Consultants, Inc.
Latest Disclosed Ownership751 shares
Latest Disclosed Value $ 454,123
First Heartland Consultants, Inc. reports 12.67% decrease in ownership of LMT / Lockheed Martin Corporation

On April 8, 2026 - First Heartland Consultants, Inc. filed a 13F-HR form disclosing ownership of 751 shares of Lockheed Martin Corporation (MX:LMT) valued at $454,123 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 860 shares of Lockheed Martin Corporation. This represents a change in shares of -12.67% 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 751 -109 -12.67 454 9.13 0.0348
2026-01-09 2025-12-31 13F LOCKHEED MARTIN COM 539830109 860 -3 -0.35 416 -3.26 0.0315
2025-11-10 2025-09-30 13F LOCKHEED MARTIN COM 539830109 863 -47 -5.16 431 2.14 0.0347
2025-08-15 2025-06-30 13F LOCKHEED MARTIN COM 539830109 910 7 0.78 422 4.47 0.0375
2025-05-07 2025-03-31 13F LOCKHEED MARTIN COM 539830109 903 -13 -1.42 403 -9.44 0.0416
2025-02-18 2024-12-31 13F LOCKHEED MARTIN COM 539830109 916 916 445 0.0457
2024-11-05 2024-09-30 13F LOCKWOOD MARTIN COM 539830109 0 -929 -100.00 0 0.0000
2024-07-25 2024-06-30 13F LOCKWOOD MARTIN COM 539830109 929 -18 -1.90 0 0.0303
2024-05-07 2024-03-31 13F LOCKWOOD MARTIN COM 539830109 947 -6 -0.63 0 0.0447
2024-02-08 2023-12-31 13F LOCKWOOD MARTIN COM 539830109 953 101 11.85 0 0.0521
2023-11-09 2023-09-30 13F LOCKWOOD MARTIN COM 539830109 852 13 1.55 0 -100.00 0.0439
2023-07-26 2023-06-30 13F LOCKWOOD MARTIN COM 539830109 839 -99 -10.55 387 -12.87 0.0501
2023-04-17 2023-03-31 13F LOCKWOOD MARTIN COM 539830109 938 -15 -1.57 444 -4.32 0.0667
2023-01-13 2022-12-31 13F LOCKWOOD MARTIN COM 539830109 953 104 12.25 464 41.16 0.0747
2022-10-20 2022-09-30 13F LOCKWOOD MARTIN COM 539830109 849 -19 -2.19 328 -12.06 0.0281
2022-07-12 2022-06-30 13F LOCKWOOD MARTIN COM 539830109 868 2 0.23 373 -2.36 0.0584
2022-04-21 2022-03-31 13F LOCKWOOD MARTIN COM 539830109 866 -4 -0.46 382 23.62 0.0592
2022-02-11 2021-12-31 13F LOCKWOOD MARTIN COM 539830109 870 -88 -9.19 309 -6.65 0.0118
2021-11-15 2021-09-30 13F LOCKWOOD MARTIN COM 539830109 958 -307 -24.27 331 -30.90 0.0504
2021-08-16 2021-06-30 13F LOCKWOOD MARTIN COM 539830109 1,265 -146 -10.35 479 -8.06 0.0726
2021-05-17 2021-03-31 13F LOCKWOOD MARTIN COM 539830109 1,411 -402 -22.17 521 -19.10 0.0828
2021-01-29 2020-12-31 13F LOCKWOOD MARTIN COM 539830109 1,813 -111 -5.77 644 -12.74 0.1071
2020-10-21 2020-09-30 13F LOCKWOOD MARTIN COM 539830109 1,924 -1,036 -35.00 738 -31.67 0.1399
2020-07-16 2020-06-30 13F LOCKWOOD MARTIN COM 539830109 2,960 -47 -1.56 1,080 5.99 0.2130
2020-05-14 2020-03-31 13F LOCKWOOD MARTIN COM 539830109 3,007 -1,293 -30.07 1,019 -39.13 0.2625
2020-02-13 2019-12-31 13F LOCKWOOD MARTIN COM 539830109 4,300 573 15.37 1,674 15.13 0.3296
2019-11-18 2019-09-30 13F LOCKWOOD MARTIN COM 539830109 3,727 -14 -0.37 1,454 6.91 0.3121
2019-08-12 2019-06-30 13F LOCKWOOD MARTIN COM 539830109 3,741 -4 -0.11 1,360 21.00 0.3268
2019-05-15 2019-03-31 13F LOCKWOOD MARTIN COM 539830109 3,745 4 0.11 1,124 14.81 0.3150
2019-02-12 2018-12-31 13F LOCKWOOD MARTIN COM 539830109 3,741 -120 -3.11 979 -26.72 0.3656
2018-11-15 2018-09-30 13F LOCKWOOD MARTIN COM 539830109 3,861 376 10.79 1,336 29.71 0.4180
2018-08-09 2018-06-30 13F LOCKWOOD MARTIN COM 539830109 3,485 88 2.59 1,030 -10.28 0.3631
2018-05-15 2018-03-31 13F LOCKWOOD MARTIN COM 539830109 3,397 1,013 42.49 1,148 49.87 0.3439
2018-02-26 2017-12-31 13F LOCKWOOD MARTIN COM 539830109 2,384 -142 -5.62 766 -2.30 0.2305
2017-11-15 2017-09-30 13F LOCKWOOD MARTIN COM 539830109 2,526 -19 -0.75 784 11.05 0.1907
2017-07-26 2017-06-30 13F LOCKWOOD MARTIN COM 539830109 2,545 1,550 155.78 706 165.41 0.1830
2017-05-12 2017-03-31 13F LOCKWOOD MARTIN COM 539830109 995 164 19.74 266 27.88 0.0742
2017-02-16 2016-12-31 13F LOCKWOOD MARTIN COM 539830109 831 -74 -8.18 208 -4.15 0.0631
2016-11-23 2016-09-30 13F LOCKWOOD MARTIN COM 539830109 905 79 9.56 217 5.85 0.0630
2016-08-12 2016-06-30 13F LOCKWOOD MARTIN COM 539830109 826 826 205 0.0225
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.