Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionCornerstone Wealth Group, LLC
Latest Disclosed Ownership2,019 shares
Latest Disclosed Value $ 1,154,923
Cornerstone Wealth Group, LLC reports 3.96% increase in ownership of LMT / Lockheed Martin Corporation

On April 22, 2026 - Cornerstone Wealth Group, LLC filed a 13F-HR form disclosing ownership of 2,019 shares of Lockheed Martin Corporation (MX:LMT) valued at $1,154,923 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,942 shares of Lockheed Martin Corporation. This represents a change in shares of 3.96% 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)
2026-04-22 2026-03-31 13F LOCKHEED MARTIN COM 539830109 2,019 77 3.96 1,155 22.90 0.0738
2026-01-26 2025-12-31 13F LOCKHEED MARTIN COM 539830109 1,942 0 0.00 939 -3.10 0.0642
2025-10-30 2025-09-30 13F LOCKHEED MARTIN COM 539830109 1,942 -120 -5.82 970 1.47 0.0655
2025-07-28 2025-06-30 13F LOCKHEED MARTIN COM 539830109 2,062 377 22.37 955 26.99 0.0716
2025-04-23 2025-03-31 13F LOCKHEED MARTIN COM 539830109 1,685 117 7.46 753 -1.31 0.0623
2025-01-22 2024-12-31 13F LOCKHEED MARTIN COM 539830109 1,568 -8 -0.51 762 -17.26 0.0622
2024-10-25 2024-09-30 13F LOCKHEED MARTIN COM 539830109 1,576 9 0.57 921 25.82 0.0762
2024-07-24 2024-06-30 13F LOCKHEED MARTIN COM 539830109 1,567 12 0.77 732 3.54 0.0651
2024-04-17 2024-03-31 13F LOCKHEED MARTIN COM 539830109 1,555 1,555 707 0.0651
2023-10-18 2023-09-30 13F LOCKHEED MARTIN COM 539830109 0 -15,647 -100.00 0 -100.00
2023-08-02 2023-06-30 13F LOCKHEED MARTIN COM 539830109 15,647 -12 -0.08 7,204 -2.69 1.3057
2023-04-25 2023-03-31 13F LOCKHEED MARTIN COM 539830109 15,659 -19 -0.12 7,403 -2.95 1.3164
2023-01-25 2022-12-31 13F LOCKHEED MARTIN COM 539830109 15,678 -54 -0.34 7,627 25.51 1.4425
2022-10-19 2022-09-30 13F LOCKHEED MARTIN COM 539830109 15,732 5,670 56.35 6,077 40.48 1.3418
2022-07-20 2022-06-30 13F LOCKHEED MARTIN COM 539830109 10,062 491 5.13 4,326 2.39 0.9052
2022-04-25 2022-03-31 13F LOCKHEED MARTIN COM 539830109 9,571 1,432 17.59 4,225 46.04 0.7755
2022-01-25 2021-12-31 13F LOCKHEED MARTIN COM 539830109 8,139 485 6.34 2,893 9.54 0.4952
2021-10-29 2021-09-30 13F LOCKHEED MARTIN COM 539830109 7,654 320 4.36 2,641 -3.19 0.4666
2021-07-21 2021-06-30 13F LOCKHEED MARTIN COM 539830109 7,334 327 4.67 2,728 0.55 0.5566
2021-04-26 2021-03-31 13F LOCKHEED MARTIN COM 539830109 7,007 59 0.85 2,713 9.97 0.5510
2021-01-28 2020-12-31 13F LOCKHEED MARTIN COM 539830109 6,948 -3,718 -34.86 2,467 -39.65 0.6062
2020-10-27 2020-09-30 13F LOCKHEED MARTIN COM 539830109 10,666 653 6.52 4,088 11.88 1.1174
2020-07-27 2020-06-30 13F LOCKHEED MARTIN COM 539830109 10,013 583 6.18 3,654 14.33 0.9171
2020-05-06 2020-03-31 13F LOCKHEED MARTIN COM 539830109 9,430 6,687 243.78 3,196 199.25 1.1266
2020-01-28 2019-12-31 13F LOCKHEED MARTIN COM 539830109 2,743 -20 -0.72 1,068 -0.93 0.2887
2019-11-05 2019-09-30 13F LOCKHEED MARTIN COM 539830109 2,763 9 0.33 1,078 7.69 0.2704
2019-08-08 2019-06-30 13F LOCKHEED MARTIN COM 539830109 2,754 -286 -9.41 1,001 9.64 0.2698
2019-05-02 2019-03-31 13F LOCKHEED MARTIN COM 539830109 3,040 3,040 913 0.2293
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.