Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionFounders Financial Securities Llc
Latest Disclosed Ownership2,800 shares
Latest Disclosed Value $ 1,747,096
Founders Financial Securities Llc reports 0.28% decrease in ownership of LMT / Lockheed Martin Corporation

On April 17, 2026 - Founders Financial Securities Llc filed a 13F-HR/A form disclosing ownership of 2,800 shares of Lockheed Martin Corporation (MX:LMT) valued at $1,747,096 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,808 shares of Lockheed Martin Corporation. This represents a change in shares of -0.28% 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)
2026-04-17 2026-03-31 13F/A-1 LOCKHEED MARTIN COM 539830109 2,800 -8 -0.28 1,747 28.65 0.0986
2026-02-10 2025-12-31 13F LOCKHEED MARTIN COM 539830109 2,808 301 12.01 1,358 8.55 0.0800
2025-10-15 2025-09-30 13F LOCKHEED MARTIN COM 539830109 2,507 103 4.28 1,251 12.40 0.0851
2025-08-06 2025-06-30 13F LOCKHEED MARTIN COM 539830109 2,404 20 0.84 1,113 -1.94 0.0846
2025-05-12 2025-03-31 13F LOCKHEED MARTIN COM 539830109 2,384 226 10.47 1,135 8.30 0.0962
2025-02-10 2024-12-31 13F LOCKHEED MARTIN COM 539830109 2,158 32 1.51 1,049 -15.62 0.0946
2024-11-12 2024-09-30 13F LOCKHEED MARTIN COM 539830109 2,126 -130 -5.76 1,243 17.95 0.1146
2024-08-02 2024-06-30 13F LOCKHEED MARTIN COM 539830109 2,256 163 7.79 1,054 10.73 0.0997
2024-04-17 2024-03-31 13F LOCKHEED MARTIN COM 539830109 2,093 -638 -23.36 952 -23.12 0.0999
2024-02-06 2023-12-31 13F LOCKHEED MARTIN COM 539830109 2,731 529 24.02 1,238 37.44 0.1373
2023-10-17 2023-09-30 13F LOCKHEED MARTIN COM 539830109 2,202 -13 -0.59 900 -11.68 0.1167
2023-08-11 2023-06-30 13F LOCKHEED MARTIN COM 539830109 2,215 19 0.87 1,020 -1.83 0.1347
2023-05-04 2023-03-31 13F LOCKHEED MARTIN COM 539830109 2,196 150 7.33 1,038 4.32 0.1498
2023-02-08 2022-12-31 13F LOCKHEED MARTIN COM 539830109 2,046 -3,011 -59.54 995 -49.08 0.1565
2022-10-27 2022-09-30 13F LOCKHEED MARTIN COM 539830109 5,057 164 3.35 1,954 -7.13 0.3456
2022-07-27 2022-06-30 13F LOCKHEED MARTIN COM 539830109 4,893 213 4.55 2,104 1.84 0.4113
2022-05-13 2022-03-31 13F LOCKHEED MARTIN COM 539830109 4,680 209 4.67 2,066 30.02 0.3660
2022-02-14 2021-12-31 13F LOCKHEED MARTIN COM 539830109 4,471 109 2.50 1,589 5.58 0.2858
2021-11-15 2021-09-30 13F LOCKHEED MARTIN COM 539830109 4,362 209 5.03 1,505 -4.20 0.3030
2021-08-16 2021-06-30 13F LOCKHEED MARTIN COM 539830109 4,153 259 6.65 1,571 9.17 0.3119
2021-05-14 2021-03-31 13F LOCKHEED MARTIN COM 539830109 3,894 78 2.04 1,439 6.28 0.3317
2021-02-09 2020-12-31 13F LOCKHEED MARTIN COM 539830109 3,816 1,011 36.04 1,354 25.95 0.3243
2020-11-16 2020-09-30 13F LOCKHEED MARTIN COM 539830109 2,805 -939 -25.08 1,075 -21.65 0.3424
2020-08-12 2020-06-30 13F LOCKHEED MARTIN COM 539830109 3,744 364 10.77 1,372 19.72 0.4442
2020-05-14 2020-03-31 13F LOCKHEED MARTIN COM 539830109 3,380 93 2.83 1,146 -10.47 0.4262
2020-02-11 2019-12-31 13F LOCKHEED MARTIN COM 539830109 3,287 -7 -0.21 1,280 -0.39 0.4328
2019-10-17 2019-09-30 13F LOCKHEED MARTIN COM 539830109 3,294 130 4.11 1,285 11.74 0.4098
2019-07-22 2019-06-30 13F LOCKHEED MARTIN COM 539830109 3,164 -581 -15.51 1,150 2.31 0.3784
2019-04-25 2019-03-31 13F LOCKHEED MARTIN COM 539830109 3,745 -55 -1.45 1,124 12.96 0.3562
2019-02-19 2018-12-31 13F/A-1 LOCKHEED MARTIN COM 539830109 3,800 3,800 995 0.3606
2019-02-14 2018-12-31 13F LOCKHEED MARTIN COM 539830109 3,800 995 0.3606
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.