Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionPure Financial Advisors, Inc.
Latest Disclosed Ownership4,634 shares
Latest Disclosed Value $ 2,800,608
Pure Financial Advisors, Inc. reports 1.80% increase in ownership of LMT / Lockheed Martin Corporation

On April 10, 2026 - Pure Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 4,634 shares of Lockheed Martin Corporation (MX:LMT) valued at $2,800,608 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 4,552 shares of Lockheed Martin Corporation. This represents a change in shares of 1.80% 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)
2026-04-10 2026-03-31 13F LOCKHEED MARTIN COM 539830109 4,634 82 1.80 2,801 27.21 0.0402
2026-02-04 2025-12-31 13F LOCKHEED MARTIN COM 539830109 4,552 -826 -15.36 2,202 -18.00 0.0354
2025-10-20 2025-09-30 13F LOCKHEED MARTIN COM 539830109 5,378 -42 -0.77 2,685 6.93 0.0428
2025-07-18 2025-06-30 13F LOCKHEED MARTIN COM 539830109 5,420 853 18.68 2,510 23.04 0.0442
2025-04-23 2025-03-31 13F LOCKHEED MARTIN COM 539830109 4,567 856 23.07 2,040 13.14 0.0427
2025-01-16 2024-12-31 13F LOCKHEED MARTIN COM 539830109 3,711 -128 -3.33 1,803 -19.65 0.0410
2024-10-29 2024-09-30 13F LOCKHEED MARTIN COM 539830109 3,839 -342 -8.18 2,244 14.96 0.0539
2024-07-18 2024-06-30 13F LOCKHEED MARTIN COM 539830109 4,181 656 18.61 1,953 21.77 0.0542
2024-04-16 2024-03-31 13F LOCKHEED MARTIN COM 539830109 3,525 1 0.03 1,603 0.38 0.0502
2024-01-08 2023-12-31 13F LOCKHEED MARTIN COM 539830109 3,524 17 0.48 1,597 11.37 0.0551
2023-10-10 2023-09-30 13F LOCKHEED MARTIN COM 539830109 3,507 9 0.26 1,434 -10.93 0.0586
2023-07-10 2023-06-30 13F LOCKHEED MARTIN COM 539830109 3,498 -12 -0.34 1,610 -2.95 0.0683
2023-04-11 2023-03-31 13F LOCKHEED MARTIN COM 539830109 3,510 -55 -1.54 1,659 -4.33 0.0769
2023-01-09 2022-12-31 13F LOCKHEED MARTIN COM 539830109 3,565 463 14.93 1,734 44.74 0.0896
2022-10-06 2022-09-30 13F LOCKHEED MARTIN COM 539830109 3,102 40 1.31 1,198 -9.04 0.0697
2022-07-08 2022-06-30 13F LOCKHEED MARTIN COM 539830109 3,062 -758 -19.84 1,317 -21.89 0.0816
2022-04-12 2022-03-31 13F LOCKHEED MARTIN COM 539830109 3,820 917 31.59 1,686 63.37 0.0771
2022-01-12 2021-12-31 13F LOCKHEED MARTIN COM 539830109 2,903 404 16.17 1,032 19.72 0.0511
2021-10-07 2021-09-30 13F LOCKHEED MARTIN COM 539830109 2,499 22 0.89 862 -8.00 0.0665
2021-07-09 2021-06-30 13F LOCKHEED MARTIN COM 539830109 2,477 -89 -3.47 937 -1.16 0.0762
2021-04-09 2021-03-31 13F LOCKHEED MARTIN COM 539830109 2,566 -8 -0.31 948 3.72 0.0942
2021-01-12 2020-12-31 13F LOCKHEED MARTIN COM 539830109 2,574 16 0.63 914 -6.73 0.1094
2020-10-07 2020-09-30 13F LOCKHEED MARTIN COM 539830109 2,558 -5 -0.20 980 4.81 0.1431
2020-07-08 2020-06-30 13F LOCKHEED MARTIN COM 539830109 2,563 373 17.03 935 26.01 0.1462
2020-04-07 2020-03-31 13F LOCKHEED MARTIN COM 539830109 2,190 126 6.10 742 -7.71 0.1247
2020-01-09 2019-12-31 13F LOCKHEED MARTIN COM 539830109 2,064 0 0.00 804 -0.12 0.1373
2019-10-09 2019-09-30 13F LOCKHEED MARTIN COM 539830109 2,064 0 0.00 805 7.33 0.1455
2019-07-11 2019-06-30 13F LOCKHEED MARTIN COM 539830109 2,064 -611 -22.84 750 -6.60 0.1345
2019-04-05 2019-03-31 13F LOCKHEED MARTIN COM 539830109 2,675 -40 -1.47 803 12.94 0.1514
2019-01-11 2018-12-31 13F LOCKHEED MARTIN COM 539830109 2,715 608 28.86 711 -2.47 0.1442
2018-10-04 2018-09-30 13F LOCKHEED MARTIN COM 539830109 2,107 -185 -8.07 729 7.68 0.1594
2018-07-10 2018-06-30 13F LOCKHEED MARTIN COM 539830109 2,292 86 3.90 677 -9.13 0.1527
2018-04-05 2018-03-31 13F LOCKHEED MARTIN COM 539830109 2,206 -95 -4.13 745 0.81 0.1811
2018-01-10 2017-12-31 13F LOCKHEED MARTIN COM 539830109 2,301 2,301 739 0.1833
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.