Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionRiver Wealth Advisors LLC
Latest Disclosed Ownership598 shares
Latest Disclosed Value $ 361,426
River Wealth Advisors LLC reports 0.66% decrease in ownership of LMT / Lockheed Martin Corporation

On May 13, 2026 - River Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 598 shares of Lockheed Martin Corporation (MX:LMT) valued at $361,426 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 602 shares of Lockheed Martin Corporation. This represents a change in shares of -0.66% 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)
2026-05-13 2026-03-31 13F LOCKHEED MARTIN COM 539830109 598 -4 -0.66 361 24.05 0.0415
2026-02-13 2025-12-31 13F LOCKHEED MARTIN COM 539830109 602 141 30.59 291 26.52 0.0327
2025-11-12 2025-09-30 13F LOCKHEED MARTIN COM 539830109 461 0 0.00 230 7.98 0.0269
2025-08-13 2025-06-30 13F LOCKHEED MARTIN COM 539830109 461 461 214 0.0265
2025-05-14 2025-03-31 13F LOCKHEED MARTIN COM 539830109 0 -3,033 -100.00 0 -100.00
2025-02-13 2024-12-31 13F LOCKHEED MARTIN COM 539830109 3,033 -283 -8.53 1,474 -23.99 0.1954
2024-11-12 2024-09-30 13F LOCKHEED MARTIN COM 539830109 3,316 -509 -13.31 1,938 8.51 0.2584
2024-08-13 2024-06-30 13F LOCKHEED MARTIN COM 539830109 3,825 -373 -8.89 1,787 -6.44 0.2562
2024-05-14 2024-03-31 13F LOCKHEED MARTIN COM 539830109 4,198 -136 -3.14 1,910 -2.80 0.2776
2024-02-13 2023-12-31 13F LOCKHEED MARTIN COM 539830109 4,334 -176 -3.90 1,964 6.51 0.3137
2023-11-13 2023-09-30 13F LOCKHEED MARTIN COM 539830109 4,510 169 3.89 1,845 -7.71 0.3300
2023-08-09 2023-06-30 13F LOCKHEED MARTIN COM 539830109 4,341 195 4.70 1,998 1.94 0.3391
2023-05-11 2023-03-31 13F LOCKHEED MARTIN COM 539830109 4,146 799 23.87 1,960 20.39 0.3566
2023-02-10 2022-12-31 13F LOCKHEED MARTIN COM 539830109 3,347 677 25.36 1,628 57.75 0.3136
2022-11-14 2022-09-30 13F LOCKHEED MARTIN COM 539830109 2,670 -317 -10.61 1,032 -19.63 0.2224
2022-08-10 2022-06-30 13F LOCKHEED MARTIN COM 539830109 2,987 474 18.86 1,284 15.78 0.2366
2022-05-09 2022-03-31 13F LOCKHEED MARTIN COM 539830109 2,513 120 5.01 1,109 30.32 0.1771
2022-02-11 2021-12-31 13F LOCKHEED MARTIN COM 539830109 2,393 538 29.00 851 32.97 0.1319
2021-11-12 2021-09-30 13F LOCKHEED MARTIN COM 539830109 1,855 93 5.28 640 -4.05 0.1096
2021-08-06 2021-06-30 13F LOCKHEED MARTIN COM 539830109 1,762 111 6.72 667 9.34 0.1167
2021-05-11 2021-03-31 13F LOCKHEED MARTIN COM 539830109 1,651 145 9.63 610 14.02 0.1145
2021-02-16 2020-12-31 13F LOCKHEED MARTIN COM 539830109 1,506 141 10.33 535 2.29 0.1156
2020-11-10 2020-09-30 13F LOCKHEED MARTIN COM 539830109 1,365 64 4.92 523 10.11 0.1365
2020-08-11 2020-06-30 13F LOCKHEED MARTIN COM 539830109 1,301 410 46.02 475 57.28 0.1443
2020-05-05 2020-03-31 13F LOCKHEED MARTIN COM 539830109 891 -11 -1.22 302 -13.96 0.1206
2020-02-07 2019-12-31 13F LOCKHEED MARTIN COM 539830109 902 32 3.68 351 3.54 0.1187
2019-10-29 2019-09-30 13F LOCKHEED MARTIN COM 539830109 870 4 0.46 339 7.62 0.1281
2019-07-30 2019-06-30 13F LOCKHEED MARTIN COM 539830109 866 0 0.00 315 21.15 0.1229
2019-05-07 2019-03-31 13F LOCKHEED MARTIN COM 539830109 866 -44 -4.84 260 9.24 0.1089
2019-01-25 2018-12-31 13F LOCKHEED MARTIN COM 539830109 910 -462 -33.67 238 -49.89 0.1058
2018-11-09 2018-09-30 13F LOCKHEED MARTIN COM 539830109 1,372 25 1.86 475 19.35 0.1751
2018-08-13 2018-06-30 13F LOCKHEED MARTIN COM 539830109 1,347 -64 -4.54 398 -16.56 0.1548
2018-05-02 2018-03-31 13F LOCKHEED MARTIN COM 539830109 1,411 130 10.15 477 16.06 0.2011
2018-02-09 2017-12-31 13F LOCKHEED MARTIN COM 539830109 1,281 -18 -1.39 411 1.99 0.1709
2017-11-06 2017-09-30 13F LOCKHEED MARTIN COM 539830109 1,299 12 0.93 403 12.89 0.1823
2017-07-28 2017-06-30 13F LOCKHEED MARTIN COM 539830109 1,287 35 2.80 357 6.57 0.1662
2017-05-12 2017-03-31 13F LOCKHEED MARTIN COM 539830109 1,252 272 27.76 335 36.73 0.1626
2017-02-17 2016-12-31 13F LOCKHEED MARTIN COM 539830109 980 -25 -2.49 245 1.66 0.1240
2016-11-02 2016-09-30 13F LOCKHEED MARTIN COM 539830109 1,005 -30 -2.90 241 -6.23 0.1332
2016-08-05 2016-06-30 13F LOCKHEED MARTIN COM 539830109 1,035 -124 -10.70 257 0.00 0.1476
2016-04-27 2016-03-31 13F LOCKHEED MARTIN COM 539830109 1,159 23 2.02 257 4.05 0.1536
2016-01-19 2015-12-31 13F LOCKHEED MARTIN COM 539830109 1,136 1 0.09 247 5.11 0.1565
2015-10-26 2015-09-30 13F LOCKHEED MARTIN COM 539830109 1,135 -24 -2.07 235 8.80 0.1614
2015-07-13 2015-06-30 13F LOCKHEED MARTIN COM 539830109 1,159 -176 -13.18 216 -20.30 0.1373
2015-05-15 2015-03-31 13F LOCKHEED MARTIN COM 539830109 1,335 1,335 271 0.1677
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.