Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionLVW Advisors, LLC
Latest Disclosed Ownership1,179 shares
Latest Disclosed Value $ 712,741
LVW Advisors, LLC reports 1.20% increase in ownership of LMT / Lockheed Martin Corporation

On April 20, 2026 - LVW Advisors, LLC filed a 13F-HR form disclosing ownership of 1,179 shares of Lockheed Martin Corporation (MX:LMT) valued at $712,741 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 1,165 shares of Lockheed Martin Corporation. This represents a change in shares of 1.20% 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)
2026-04-20 2026-03-31 13F LOCKHEED MARTIN COM 539830109 1,179 14 1.20 713 26.47 0.0679
2026-01-14 2025-12-31 13F LOCKHEED MARTIN COM 539830109 1,165 -113 -8.84 564 -11.62 0.0571
2025-10-20 2025-09-30 13F LOCKHEED MARTIN COM 539830109 1,278 -188 -12.82 638 -6.05 0.0651
2025-07-17 2025-06-30 13F LOCKHEED MARTIN COM 539830109 1,466 338 29.96 679 34.52 0.0740
2025-04-09 2025-03-31 13F LOCKHEED MARTIN COM 539830109 1,128 -102 -8.29 504 -15.58 0.0603
2025-01-16 2024-12-31 13F LOCKHEED MARTIN COM 539830109 1,230 123 11.11 598 -7.59 0.0720
2024-10-09 2024-09-30 13F LOCKHEED MARTIN COM 539830109 1,107 73 7.06 647 34.02 0.0824
2024-07-15 2024-06-30 13F LOCKHEED MARTIN COM 539830109 1,034 62 6.38 483 9.05 0.0706
2024-04-18 2024-03-31 13F LOCKHEED MARTIN COM 539830109 972 187 23.82 442 24.51 0.0748
2024-01-16 2023-12-31 13F LOCKHEED MARTIN COM 539830109 785 -85 -9.77 356 0.00 0.0667
2023-10-11 2023-09-30 13F LOCKHEED MARTIN COM 539830109 870 169 24.11 356 10.25 0.0734
2023-07-14 2023-06-30 13F LOCKHEED MARTIN COM 539830109 701 -111 -13.67 323 -15.93 0.0621
2023-05-03 2023-03-31 13F LOCKHEED MARTIN COM 539830109 812 262 47.64 384 43.45 0.0750
2023-01-19 2022-12-31 13F LOCKHEED MARTIN COM 539830109 550 0 0.00 268 25.94 0.0544
2022-10-14 2022-09-30 13F LOCKHEED MARTIN COM 539830109 550 -9 -1.61 212 -11.67 0.0474
2022-07-22 2022-06-30 13F LOCKHEED MARTIN COM 539830109 559 -111 -16.57 240 -18.92 0.0488
2022-05-02 2022-03-31 13F LOCKHEED MARTIN COM 539830109 670 -74 -9.95 296 12.12 0.0501
2022-01-26 2021-12-31 13F LOCKHEED MARTIN COM 539830109 744 3 0.40 264 3.13 0.0450
2021-11-02 2021-09-30 13F LOCKHEED MARTIN COM 539830109 741 -30 -3.89 256 -12.33 0.0441
2021-07-15 2021-06-30 13F LOCKHEED MARTIN COM 539830109 771 0 0.00 292 2.46 0.0518
2021-04-19 2021-03-31 13F LOCKHEED MARTIN COM 539830109 771 0 0.00 285 4.01 0.0547
2021-02-04 2020-12-31 13F LOCKHEED MARTIN COM 539830109 771 -22 -2.77 274 -9.87 0.0550
2020-10-29 2020-09-30 13F LOCKHEED MARTIN COM 539830109 793 -1,241 -61.01 304 -59.03 0.0670
2020-08-11 2020-06-30 13F LOCKHEED MARTIN COM 539830109 2,034 153 8.13 742 16.30 0.1791
2020-04-23 2020-03-31 13F LOCKHEED MARTIN COM 539830109 1,881 -3 -0.16 638 -13.08 0.1698
2020-02-10 2019-12-31 13F LOCKHEED MARTIN COM 539830109 1,884 -24 -1.26 734 -1.34 0.1662
2019-10-22 2019-09-30 13F LOCKHEED MARTIN COM 539830109 1,908 -93 -4.65 744 2.34 0.1843
2019-08-14 2019-06-30 13F LOCKHEED MARTIN COM 539830109 2,001 209 11.66 727 35.13 0.2010
2019-05-03 2019-03-31 13F LOCKHEED MARTIN COM 539830109 1,792 144 8.74 538 24.54 0.1434
2019-02-05 2018-12-31 13F LOCKHEED MARTIN COM 539830109 1,648 51 3.19 432 -21.74 0.1458
2018-11-02 2018-09-30 13F LOCKHEED MARTIN COM 539830109 1,597 174 12.23 552 31.43 0.1550
2018-07-31 2018-06-30 13F LOCKHEED MARTIN COM 539830109 1,423 0 0.00 420 -12.68 0.1331
2018-04-20 2018-03-31 13F LOCKHEED MARTIN COM 539830109 1,423 6 0.42 481 5.71 0.1493
2018-02-12 2017-12-31 13F LOCKHEED MARTIN COM 539830109 1,417 -138 -8.87 455 -5.80 0.1329
2017-11-09 2017-09-30 13F LOCKHEED MARTIN COM 539830109 1,555 -95 -5.76 483 5.46 0.1918
2017-08-10 2017-06-30 13F LOCKHEED MARTIN COM 539830109 1,650 -112 -6.36 458 -2.97 0.1611
2017-05-11 2017-03-31 13F LOCKHEED MARTIN COM 539830109 1,762 -226 -11.37 472 -5.03 0.1692
2017-02-10 2016-12-31 13F LOCKHEED MARTIN COM 539830109 1,988 100 5.30 497 9.71 0.1737
2016-11-14 2016-09-30 13F LOCKHEED MARTIN COM 539830109 1,888 -292 -13.39 453 -16.27 0.1485
2016-08-11 2016-06-30 13F LOCKHEED MARTIN COM 539830109 2,180 -754 -25.70 541 -16.77 0.2031
2016-05-11 2016-03-31 13F LOCKHEED MARTIN COM 539830109 2,934 957 48.41 650 51.52 0.2077
2016-02-16 2015-12-31 13F LOCKHEED MARTIN COM 539830109 1,977 75 3.94 429 8.88 0.1680
2016-02-16 2015-09-30 13F/A-1 LOCKHEED MARTIN COM 539830109 1,902 -495 -20.65 394 -11.66 0.1817
2015-11-13 2015-09-30 13F LOCKHEED MARTIN COM 539830109 1,902 394
2015-08-13 2015-06-30 13F LOCKHEED MARTIN COM 539830109 2,397 49 2.09 446 -6.50 0.1898
2015-05-13 2015-03-31 13F LOCKHEED MARTIN COM 539830109 2,348 -42 -1.76 477 3.70 0.2271
2015-02-17 2014-12-31 13F LOCKHEED MARTIN COM 539830109 2,390 2,390 460 0.2535
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.