Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionSouders Financial Advisors
Latest Disclosed Ownership598 shares
Latest Disclosed Value $ 361,288
Souders Financial Advisors reports 12.83% increase in ownership of LMT / Lockheed Martin Corporation

On May 4, 2026 - Souders Financial Advisors filed a 13F-HR form disclosing ownership of 598 shares of Lockheed Martin Corporation (MX:LMT) valued at $361,288 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 530 shares of Lockheed Martin Corporation. This represents a change in shares of 12.83% 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)
2026-05-04 2026-03-31 13F LOCKHEED MARTIN COM 539830109 598 68 12.83 361 41.02 0.0412
2026-02-02 2025-12-31 13F LOCKHEED MARTIN COM 539830109 530 29 5.79 256 2.40 0.0294
2025-11-04 2025-09-30 13F LOCKHEED MARTIN COM 539830109 501 2 0.40 250 8.23 0.0297
2025-08-06 2025-06-30 13F LOCKHEED MARTIN COM 539830109 499 5 1.01 231 5.00 0.0294
2025-05-05 2025-03-31 13F LOCKHEED MARTIN COM 539830109 494 30 6.47 220 -2.22 0.0308
2025-02-06 2024-12-31 13F LOCKHEED MARTIN COM 539830109 464 5 1.09 226 -16.04 0.0315
2024-11-05 2024-09-30 13F LOCKHEED MARTIN COM 539830109 459 1 0.22 269 25.23 0.0374
2024-08-28 2024-06-30 13F LOCKHEED MARTIN COM 539830109 458 9 2.00 214 4.90 0.0323
2024-05-08 2024-03-31 13F LOCKHEED MARTIN COM 539830109 449 -9 -1.97 204 -1.45 0.0323
2024-01-24 2023-12-31 13F LOCKHEED MARTIN COM 539830109 458 -1,131 -71.18 208 -68.15 0.0356
2023-11-06 2023-09-30 13F LOCKHEED MARTIN COM 539830109 1,589 -532 -25.08 650 -33.40 0.1248
2023-08-09 2023-06-30 13F LOCKHEED MARTIN COM 539830109 2,121 -18 -0.84 976 -3.46 0.1866
2023-05-09 2023-03-31 13F LOCKHEED MARTIN COM 539830109 2,139 21 0.99 1,011 -1.84 0.2148
2023-02-13 2022-12-31 13F LOCKHEED MARTIN COM 539830109 2,118 -19 -0.89 1,030 24.70 0.2354
2022-11-10 2022-09-30 13F LOCKHEED MARTIN COM 539830109 2,137 548 34.49 826 20.94 0.2243
2022-08-05 2022-06-30 13F LOCKHEED MARTIN COM 539830109 1,589 1,109 231.04 683 222.17 0.1964
2022-05-04 2022-03-31 13F LOCKHEED MARTIN COM 539830109 480 -98 -16.96 212 3.41 0.0613
2022-02-04 2021-12-31 13F LOCKHEED MARTIN COM 539830109 578 578 205 0.0589
2021-11-02 2021-09-30 13F LOCKHEED MARTIN COM 539830109 0 -2,244 -100.00 0 -100.00
2021-08-09 2021-06-30 13F LOCKHEED MARTIN COM 539830109 2,244 116 5.45 849 8.02 0.2860
2021-05-13 2021-03-31 13F LOCKHEED MARTIN COM 539830109 2,128 1,535 258.85 786 272.51 0.3077
2021-02-09 2020-12-31 13F LOCKHEED MARTIN COM 539830109 593 -5 -0.84 211 -4.95 0.0919
2020-11-12 2020-09-30 13F LOCKHEED MARTIN COM 539830109 598 3 0.50 222 2.30 0.1049
2020-08-11 2020-06-30 13F LOCKHEED MARTIN COM 539830109 595 595 217 0.1242
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.