Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionSequoia Financial Advisors, LLC
Latest Disclosed Ownership21,141 shares
Latest Disclosed Value $ 12,777,331
Sequoia Financial Advisors, LLC reports 0.61% increase in ownership of LMT / Lockheed Martin Corporation

On April 30, 2026 - Sequoia Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 21,141 shares of Lockheed Martin Corporation (MX:LMT) valued at $12,777,331 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 21,013 shares of Lockheed Martin Corporation. This represents a change in shares of 0.61% 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)
2026-04-30 2026-03-31 13F LOCKHEED MARTIN COM 539830109 21,141 128 0.61 12,777 25.72 0.0715
2026-02-03 2025-12-31 13F LOCKHEED MARTIN COM 539830109 21,013 1,228 6.21 10,163 2.90 0.0567
2025-10-29 2025-09-30 13F LOCKHEED MARTIN COM 539830109 19,785 4,145 26.50 9,877 36.37 0.0600
2025-07-25 2025-06-30 13F LOCKHEED MARTIN COM 539830109 15,640 2,790 21.71 7,243 26.21 0.0496
2025-04-23 2025-03-31 13F LOCKHEED MARTIN COM 539830109 12,850 -73 -0.56 5,740 -8.60 0.0443
2025-08-08 2024-12-31 13F/A-1 LOCKHEED MARTIN COM 539830109 12,923 635 5.17 6,280 -12.59 0.0604
2025-02-07 2024-12-31 13F LOCKHEED MARTIN COM 539830109 12,923 635 6,280 0.0607
2024-10-21 2024-09-30 13F LOCKHEED MARTIN COM 539830109 12,288 1,814 17.32 7,183 46.83 0.0771
2024-07-15 2024-06-30 13F LOCKHEED MARTIN COM 539830109 10,474 -974 -8.51 4,893 -6.05 0.0590
2024-04-30 2024-03-31 13F LOCKHEED MARTIN COM 539830109 11,448 -17,411 -60.33 5,207 -60.19 0.0647
2024-01-26 2023-12-31 13F LOCKHEED MARTIN COM 539830109 28,859 21,176 275.62 13,080 316.30 0.1622
2023-11-08 2023-09-30 13F LOCKHEED MARTIN COM 539830109 7,683 -284 -3.56 3,142 -14.32 0.0551
2023-08-08 2023-06-30 13F LOCKHEED MARTIN COM 539830109 7,967 -478 -5.66 3,668 -8.14 0.0629
2023-04-25 2023-03-31 13F LOCKHEED MARTIN COM 539830109 8,445 149 1.80 3,992 -1.07 0.0887
2023-02-10 2022-12-31 13F/A-1 LOCKHEED MARTIN COM 539830109 8,296 4,375 111.58 4,036 166.34 0.0992
2023-01-18 2022-12-31 13F LOCKHEED MARTIN COM 539830109 8,398 4,477 4,085 0.0922
2022-10-26 2022-09-30 13F LOCKHEED MARTIN COM 539830109 3,921 -798 -16.91 1,515 -25.33 0.0478
2022-07-22 2022-06-30 13F LOCKHEED MARTIN COM 539830109 4,719 -1,243 -20.85 2,029 -22.91 0.0574
2022-05-13 2022-03-31 13F LOCKHEED MARTIN COM 539830109 5,962 -6,537 -52.30 2,632 -40.75 0.0658
2022-02-22 2021-12-31 13F/A-1 LOCKHEED MARTIN COM 539830109 12,499 11,473 1,118.23 4,442 1,154.80 0.1210
2022-02-11 2021-12-31 13F LOCKHEED MARTIN COM 539830109 12,499 11,473 4,442 0.0813
2021-10-26 2021-09-30 13F LOCKHEED MARTIN COM 539830109 1,026 -10,049 -90.74 354 -91.55 0.0360
2021-07-27 2021-06-30 13F LOCKHEED MARTIN COM 539830109 11,075 1,753 18.80 4,190 21.66 0.1529
2021-05-14 2021-03-31 13F LOCKHEED MARTIN COM 539830109 9,322 4,642 99.19 3,444 107.34 0.1442
2021-02-12 2020-12-31 13F LOCKHEED MARTIN COM 539830109 4,680 -16 -0.34 1,661 -7.72 0.0759
2020-10-23 2020-09-30 13F LOCKHEED MARTIN COM 539830109 4,696 -258 -5.21 1,800 -0.44 0.0949
2020-08-25 2020-06-30 13F/A-1 LOCKHEED MARTIN COM 539830109 4,954 596 13.68 1,808 22.41 0.1069
2020-08-11 2020-06-30 13F LOCKHEED MARTIN COM 539830109 0 -4,358 1,808 107,056.4279
2020-05-11 2020-03-31 13F LOCKHEED MARTIN COM 539830109 4,358 485 12.52 1,477 -2.06 0.1091
2020-02-13 2019-12-31 13F LOCKHEED MARTIN COM 539830109 3,873 146 3.92 1,508 3.71 0.0958
2019-10-22 2019-09-30 13F LOCKHEED MARTIN COM 539830109 3,727 -186 -4.75 1,454 2.25 0.1053
2019-07-31 2019-06-30 13F LOCKHEED MARTIN COM 539830109 3,913 1,702 76.98 1,422 114.16 0.1058
2019-05-13 2019-03-31 13F LOCKHEED MARTIN COM 539830109 2,211 437 24.63 664 42.80 0.0545
2019-02-14 2018-12-31 13F LOCKHEED MARTIN COM 539830109 1,774 -83 -4.47 465 -27.68 0.0538
2018-11-14 2018-09-30 13F LOCKHEED MARTIN COM 539830109 1,857 99 5.63 643 23.89 0.0639
2018-08-13 2018-06-30 13F LOCKHEED MARTIN COM 539830109 1,758 -59 -3.25 519 -15.47 0.0553
2018-05-14 2018-03-31 13F LOCKHEED MARTIN COM 539830109 1,817 193 11.88 614 17.85 0.0646
2018-02-13 2017-12-31 13F LOCKHEED MARTIN COM 539830109 1,624 96 6.28 521 9.92 0.0549
2017-11-13 2017-09-30 13F LOCKHEED MARTIN COM 539830109 1,528 246 19.19 474 33.15 0.0561
2017-08-09 2017-06-30 13F LOCKHEED MARTIN COM 539830109 1,282 21 1.67 356 5.64 0.0441
2017-05-01 2017-03-31 13F LOCKHEED MARTIN COM 539830109 1,261 303 31.63 337 41.00 0.0429
2017-02-14 2016-12-31 13F LOCKHEED MARTIN COM 539830109 958 27 2.90 239 7.17 0.0342
2016-11-14 2016-09-30 13F LOCKHEED MARTIN COM 539830109 931 -214 -18.69 223 -21.48 0.0416
2016-07-29 2016-06-30 13F LOCKHEED MARTIN COM 539830109 1,145 158 16.01 284 29.68 0.0796
2016-07-29 2016-03-31 13F/A-1 LOCKHEED MARTIN COM 539830109 987 -34 -3.33 219 -1.35 0.0708
2016-06-09 2016-03-31 13F LOCKHEED MARTIN COM 539830109 219 987
2016-03-11 2015-12-31 13F/A-1 LOCKHEED MARTIN COM 539830109 1,021 -104 -9.24 222 -4.72 0.0895
2015-11-13 2015-09-30 13F LOCKHEED MARTIN COM 539830109 1,125 1,125 0.00 233 0.1013
2015-08-03 2015-06-30 13F LOCKHEED MARTIN COM 539830109 0 -990 -100.00 0 -100.00
2015-05-05 2015-03-31 13F LOCKHEED MARTIN COM 539830109 990 990 201 0.0921
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.