LOCKHEED MARTIN CORP · CUSIP 539830109 · CIK 1776296
As of 2026-03-31, RBA Wealth Management, LLC reported 765 LMT (shares), valued at $462.66K, or 0.17% of its reported non-derivative portfolio. Filed 2026-04-23.
Verify history & sources →Shares decreased 5.90%; reported value increased 17.71%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | — |
| Q1 2026 | 0.17% | 765 | SEC filing ↗Filed Apr 23, 2026 |
| Q4 2025 | 0.13% | 813 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 0.15% | 876 | SEC filing ↗Filed Nov 5, 2025 |
| Q2 2025 | 0.17% | 1,010 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 0.25% | 1,394 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 2.05% | 11,068 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 2.47% | 10,958 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 2.05% | 10,947 | SEC filing ↗Filed Jul 19, 2024 |
| Q1 2024 | 1.99% | 10,805 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 2.09% | 10,584 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | 2.07% | 10,540 | SEC filing ↗Filed Oct 19, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.07% | 10,540 | $4.31M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 19, 2023 |
| Q4 2023 | 2.09% | 10,584 | $4.80M | Shares increased 0.42%; reported value increased 11.29%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 1.99% | 10,805 | $4.92M | Shares increased 2.09%; reported value increased 2.46%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 2.05% | 10,947 | $5.11M | Shares increased 1.31%; reported value increased 4.04%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 2.47% | 10,958 | $6.41M | Shares increased 0.10%; reported value increased 25.27%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 2.05% | 11,068 | $5.38M | Shares increased 1.00%; reported value decreased 16.03%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 0.25% | 1,394 | $622.72K | Shares decreased 87.41%; reported value decreased 88.42%, and weight changed -1.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 0.17% | 1,010 | $467.81K | Shares decreased 27.55%; reported value decreased 24.88%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 0.15% | 876 | $437.20K | Shares decreased 13.27%; reported value decreased 6.54%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2025 |
| Q4 2025 | 0.13% | 813 | $393.05K | Shares decreased 7.19%; reported value decreased 10.10%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 0.17% | 765 | $462.66K | Shares decreased 5.90%; reported value increased 17.71%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2026 |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.