Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionMeridian Wealth Advisors, LLC
Latest Disclosed Ownership1,948 shares
Latest Disclosed Value $ 1,177,389
Meridian Wealth Advisors, LLC reports 6.84% decrease in ownership of LMT / Lockheed Martin Corporation

On May 11, 2026 - Meridian Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 1,948 shares of Lockheed Martin Corporation (MX:LMT) valued at $1,177,389 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,091 shares of Lockheed Martin Corporation. This represents a change in shares of -6.84% 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 1,948 -143 -6.84 1,177 16.42 0.1557
2026-02-17 2025-12-31 13F LOCKHEED MARTIN COM 539830109 2,091 -120 -5.43 1,011 -8.34 0.1400
2025-11-12 2025-09-30 13F LOCKHEED MARTIN COM 539830109 2,211 35 1.61 1,104 9.53 0.1567
2025-08-12 2025-06-30 13F LOCKHEED MARTIN COM 539830109 2,176 6 0.28 1,008 3.92 0.1594
2025-05-05 2025-03-31 13F LOCKHEED MARTIN COM 539830109 2,170 6 0.28 970 -7.80 0.1646
2025-02-11 2024-12-31 13F LOCKHEED MARTIN COM 539830109 2,164 -5 -0.23 1,052 -17.05 0.1735
2024-10-24 2024-09-30 13F LOCKHEED MARTIN COM 539830109 2,169 207 10.55 1,268 38.32 0.2120
2024-08-02 2024-06-30 13F LOCKHEED MARTIN COM 539830109 1,962 -899 -31.42 917 -29.59 0.1635
2024-05-10 2024-03-31 13F LOCKHEED MARTIN COM 539830109 2,861 -35 -1.21 1,302 -0.84 0.2444
2024-02-06 2023-12-31 13F LOCKHEED MARTIN COM 539830109 2,896 -72 -2.43 1,312 8.16 0.2874
2023-11-13 2023-09-30 13F LOCKHEED MARTIN COM 539830109 2,968 -77 -2.53 1,214 -13.42 0.3033
2023-08-02 2023-06-30 13F LOCKHEED MARTIN COM 539830109 3,045 -590 -16.23 1,402 -18.45 0.3392
2023-05-02 2023-03-31 13F LOCKHEED MARTIN COM 539830109 3,635 -19 -0.52 1,718 -3.32 0.4301
2023-01-23 2022-12-31 13F LOCKHEED MARTIN COM 539830109 3,654 -58 -1.56 1,778 23.92 0.4581
2022-10-19 2022-09-30 13F LOCKHEED MARTIN COM 539830109 3,712 -116 -3.03 1,434 -12.88 0.4039
2022-07-26 2022-06-30 13F LOCKHEED MARTIN COM 539830109 3,828 453 13.42 1,646 10.47 0.4375
2022-05-12 2022-03-31 13F LOCKHEED MARTIN COM 539830109 3,375 730 27.60 1,490 58.51 0.3455
2022-02-02 2021-12-31 13F LOCKHEED MARTIN COM 539830109 2,645 -57 -2.11 940 0.86 0.2284
2021-11-12 2021-09-30 13F LOCKHEED MARTIN COM 539830109 2,702 29 1.08 932 -7.81 0.2596
2021-08-10 2021-06-30 13F LOCKHEED MARTIN COM 539830109 2,673 364 15.76 1,011 18.52 0.2863
2021-05-07 2021-03-31 13F LOCKHEED MARTIN COM 539830109 2,309 -375 -13.97 853 -10.49 0.2833
2021-05-07 2020-12-31 13F/A-1 LOCKHEED MARTIN COM 539830109 2,684 25 0.94 953 -6.48 0.3477
2021-02-16 2020-12-31 13F LOCKHEED MARTIN COM 539830109 3,078 419 1,199 0.7392
2020-11-16 2020-09-30 13F LOCKHEED MARTIN COM 539830109 2,659 31 1.18 1,019 6.26 0.4379
2020-08-14 2020-06-30 13F LOCKHEED MARTIN COM 539830109 2,628 267 11.31 959 19.88 0.4432
2020-05-15 2020-03-31 13F LOCKHEED MARTIN COM 539830109 2,361 105 4.65 800 -8.88 0.4422
2020-02-12 2019-12-31 13F LOCKHEED MARTIN COM 539830109 2,256 -70 -3.01 878 -3.20 0.3459
2019-11-08 2019-09-30 13F LOCKHEED MARTIN COM 539830109 2,326 1,304 127.59 907 133.76 0.3882
2019-08-08 2019-06-30 13F LOCKHEED MARTIN COM 539830109 1,022 125 13.94 388 44.24 0.2706
2019-05-07 2019-03-31 13F LOCKHEED MARTIN COM 539830109 897 0 0.00 269 14.47 0.1961
2019-02-14 2018-12-31 13F LOCKHEED MARTIN COM 539830109 897 897 235 0.1804
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.