Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionFoundations Investment Advisors, LLC
Latest Disclosed Ownership10,205 shares
Latest Disclosed Value $ 6,167,855
Foundations Investment Advisors, LLC reports 10.40% decrease in ownership of LMT / Lockheed Martin Corporation

On May 11, 2026 - Foundations Investment Advisors, LLC filed a 13F-HR form disclosing ownership of 10,205 shares of Lockheed Martin Corporation (MX:LMT) valued at $6,167,855 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 11,390 shares of Lockheed Martin Corporation. This represents a change in shares of -10.40% 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)
2026-05-11 2026-03-31 13F LOCKHEED MARTIN COM 539830109 10,205 -1,185 -10.40 6,168 11.96 0.0382
2026-02-10 2025-12-31 13F LOCKHEED MARTIN COM 539830109 11,390 4,743 71.36 5,509 66.00 0.0722
2025-11-03 2025-09-30 13F LOCKHEED MARTIN COM 539830109 6,647 -18 -0.27 3,318 7.52 0.0482
2025-08-08 2025-06-30 13F LOCKHEED MARTIN COM 539830109 6,665 1,491 28.82 3,087 33.54 0.0487
2025-05-07 2025-03-31 13F LOCKHEED MARTIN COM 539830109 5,174 -16,257 -75.86 2,311 -77.81 0.0427
2025-01-22 2024-12-31 13F LOCKHEED MARTIN COM 539830109 21,431 3,727 21.05 10,414 0.63 0.2010
2024-10-21 2024-09-30 13F LOCKHEED MARTIN COM 539830109 17,704 1,015 6.08 10,349 32.76 0.2175
2024-08-02 2024-06-30 13F LOCKHEED MARTIN COM 539830109 16,689 2,376 16.60 7,795 19.74 0.1892
2024-05-13 2024-03-31 13F LOCKHEED MARTIN COM 539830109 14,313 1,280 9.82 6,511 16.23 0.1705
2024-02-08 2023-12-31 13F LOCKHEED MARTIN COM 539830109 13,033 3,795 41.08 5,601 48.29 0.1503
2023-10-05 2023-09-30 13F LOCKHEED MARTIN COM 539830109 9,238 885 10.59 3,778 -1.77 0.1163
2023-07-19 2023-06-30 13F LOCKHEED MARTIN COM 539830109 8,353 1,443 20.88 3,846 17.73 0.1273
2023-04-25 2023-03-31 13F LOCKHEED MARTIN COM 539830109 6,910 271 4.08 3,267 1.11 0.1168
2023-01-11 2022-12-31 13F LOCKHEED MARTIN COM 539830109 6,639 1,645 32.94 3,230 67.44 0.1285
2022-10-19 2022-09-30 13F LOCKHEED MARTIN COM 539830109 4,994 135 2.78 1,929 -6.77 0.0841
2022-07-08 2022-06-30 13F LOCKHEED MARTIN COM 539830109 4,859 510 11.73 2,069 1.72 0.0865
2022-04-19 2022-03-31 13F LOCKHEED MARTIN COM 539830109 4,349 690 18.86 2,034 53.86 0.0787
2022-01-21 2021-12-31 13F LOCKHEED MARTIN COM 539830109 3,659 1,850 102.27 1,322 110.17 0.0498
2021-10-13 2021-09-30 13F LOCKHEED MARTIN COM 539830109 1,809 158 9.57 629 -0.63 0.0275
2021-07-14 2021-06-30 13F LOCKHEED MARTIN COM 539830109 1,651 39 2.42 633 3.26 0.0304
2021-04-09 2021-03-31 13F LOCKHEED MARTIN COM 539830109 1,612 302 23.05 613 39.32 0.0354
2021-01-13 2020-12-31 13F LOCKHEED MARTIN COM 539830109 1,310 121 10.18 440 -2.87 0.0289
2020-10-07 2020-09-30 13F LOCKHEED MARTIN COM 539830109 1,189 -13 -1.08 453 4.14 0.0994
2020-07-08 2020-06-30 13F LOCKHEED MARTIN COM 539830109 1,202 -5 -0.41 435 6.36 0.0385
2020-04-06 2020-03-31 13F LOCKHEED MARTIN COM 539830109 1,207 1,207 409 0.0474
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.