Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionOmnia Family Wealth, LLC
Latest Disclosed Ownership1,863 shares
Latest Disclosed Value $ 1,125,979
Omnia Family Wealth, LLC reports 4.90% increase in ownership of LMT / Lockheed Martin Corporation

On May 7, 2026 - Omnia Family Wealth, LLC filed a 13F-HR form disclosing ownership of 1,863 shares of Lockheed Martin Corporation (MX:LMT) valued at $1,125,979 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 1,776 shares of Lockheed Martin Corporation. This represents a change in shares of 4.90% 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)
2026-05-07 2026-03-31 13F LOCKHEED MARTIN COM 539830109 1,863 87 4.90 1,126 31.12 0.3548
2026-01-16 2025-12-31 13F LOCKHEED MARTIN COM 539830109 1,776 -22 -1.22 859 -4.35 0.2537
2025-11-06 2025-09-30 13F LOCKHEED MARTIN COM 539830109 1,798 -33 -1.80 898 5.78 0.2914
2025-07-28 2025-06-30 13F LOCKHEED MARTIN COM 539830109 1,831 61 3.45 848 7.34 0.3072
2025-04-23 2025-03-31 13F LOCKHEED MARTIN COM 539830109 1,770 -22 -1.23 791 -9.20 0.3307
2025-02-27 2024-12-31 13F/A-1 LOCKHEED MARTIN COM 539830109 1,792 2 0.11 871 -16.83 0.3599
2025-02-06 2024-12-31 13F LOCKHEED MARTIN COM 539830109 1,790 0 1,046 0.4484
2024-11-06 2024-09-30 13F LOCKHEED MARTIN COM 539830109 1,790 18 1.02 1,046 26.48 0.4484
2024-08-14 2024-06-30 13F LOCKHEED MARTIN COM 539830109 1,772 17 0.97 828 3.63 0.3504
2024-04-30 2024-03-31 13F LOCKHEED MARTIN COM 539830109 1,755 45 2.63 798 2.97 0.3740
2024-02-05 2023-12-31 13F LOCKHEED MARTIN COM 539830109 1,710 -112 -6.15 775 4.03 0.3972
2023-11-01 2023-09-30 13F LOCKHEED MARTIN COM 539830109 1,822 0 0.00 745 -11.10 0.4619
2023-07-31 2023-06-30 13F LOCKHEED MARTIN COM 539830109 1,822 0 0.00 839 -2.67 0.5699
2023-05-11 2023-03-31 13F LOCKHEED MARTIN COM 539830109 1,822 0 0.00 861 -2.82 0.6625
2023-01-31 2022-12-31 13F Lockheed Martin Corp Com Equity 539830109 1,822 0 0.00 886 25.85 0.7173
2022-10-27 2022-09-30 13F LOCKHEED MARTIN COM 539830109 1,822 0 0.00 704 -10.09 0.5787
2022-07-22 2022-06-30 13F Lockheed Martin Corp Com Equity 539830109 1,822 0 0.00 783 -2.61 0.5763
2022-05-06 2022-03-31 13F Lockheed Martin Corp Com Equity 539830109 1,822 -100 -5.20 804 17.72 0.5340
2022-02-04 2021-12-31 13F Lockheed Martin Corp Com COM 539830109 1,922 0 0.00 683 3.02 0.4154
2021-11-03 2021-09-30 13F Lockheed Martin Corp Com Equity 539830109 1,922 0 0.00 663 -8.80 0.4561
2021-08-03 2021-06-30 13F Lockheed Martin Corp Com Equity 539830109 1,922 0 0.00 727 2.39 0.4649
2021-05-12 2021-03-31 13F Lockheed Martin Corp Com Equity 539830109 1,922 100 5.49 710 -99.89 0.5267
2021-02-08 2020-12-31 13F Lockheed Martin Corp Com Equity 539830109 1,822 0 0.00 646,774 92,561.03 0.5902
2020-10-28 2020-09-30 13F Lockheed Martin Corp Com Equity 539830109 1,822 0 0.00 698 5.12 0.6659
2020-08-04 2020-06-30 13F Lockheed Martin Corp Com Equity 539830109 1,822 -1,179 -39.29 665 -34.71 0.6520
2020-05-05 2020-03-31 13F Lockheed Martin Corp Com Equity 539830109 3,001 1 0.03 1,017 -12.93 1.0578
2020-02-05 2019-12-31 13F/A-1 Lockheed Martin Corp Com Equity 539830109 3,000 723 31.75 1,168 31.53 0.5355
2020-02-05 2019-12-31 13F Lockheed Martin Corp Com Equity 539830109 3,000 1,168
2019-11-12 2019-09-30 13F Lockheed Martin Corp Com Equity 539830109 2,277 0 0.00 888 7.25 0.6481
2019-08-07 2019-06-30 13F Lockheed Martin Corp Com Equity 539830109 2,277 -4 -0.18 828 20.88 0.4177
2019-05-15 2019-03-31 13F Lockheed Martin Corp Com Equity 539830109 2,281 282 14.11 685 30.73 0.3377
2019-02-26 2018-12-31 13F Lockheed Martin Corp Com Equity 539830109 1,999 -117 -5.53 524 -28.42 0.2828
2018-11-14 2018-09-30 13F Lockheed Martin Corp Com Equity 539830109 2,116 0 0.00 732 17.12 0.3353
2018-08-10 2018-06-30 13F Lockheed Martin Corp Com Equity 539830109 2,116 547 34.86 625 17.92 0.2923
2018-05-11 2018-03-31 13F Lockheed Martin Corp Com Equity 539830109 1,569 0 0.00 530 5.16 0.2434
2018-02-02 2017-12-31 13F Lockheed Martin Corp Com Equity 539830109 1,569 1 0.06 504 3.49 0.2307
2017-11-14 2017-09-30 13F Lockheed Martin Corp Com Equity 539830109 1,568 -21 -1.32 487 10.43 0.2362
2017-08-10 2017-06-30 13F Lockheed Martin Corp Com Equity 539830109 1,589 0 0.00 441 3.76 0.2111
2017-05-15 2017-03-31 13F/A-1 Lockheed Martin Corp Com Equity 539830109 1,589 77 5.09 425 12.43 0.2062
2017-05-05 2017-03-31 13F Lockheed Martin Corp Com Equity 539830109 1,512 0 378 187,433.9890
2017-04-03 2016-12-31 13F Lockheed Martin Corp Com Equity 539830109 1,512 1,512 378 0.1874
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.