Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionCornerstone Wealth Management, LLC
Latest Disclosed Ownership8,849 shares
Latest Disclosed Value $ 5,348,558
Cornerstone Wealth Management, LLC reports 4.00% increase in ownership of LMT / Lockheed Martin Corporation

On April 23, 2026 - Cornerstone Wealth Management, LLC filed a 13F-HR form disclosing ownership of 8,849 shares of Lockheed Martin Corporation (MX:LMT) valued at $5,348,558 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 8,509 shares of Lockheed Martin Corporation. This represents a change in shares of 4.00% 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)
2026-04-23 2026-03-31 13F LOCKHEED MARTIN COM 539830109 8,849 340 4.00 5,349 29.96 0.2675
2026-02-05 2025-12-31 13F LOCKHEED MARTIN COM 539830109 8,509 4,539 114.33 4,116 107.72 0.2141
2025-11-04 2025-09-30 13F LOCKHEED MARTIN COM 539830109 3,970 -241 -5.72 1,982 1.59 0.1094
2025-08-12 2025-06-30 13F LOCKHEED MARTIN COM 539830109 4,211 524 14.21 1,950 18.47 0.1184
2025-04-18 2025-03-31 13F LOCKHEED MARTIN COM 539830109 3,687 817 28.47 1,647 18.08 0.1115
2025-01-21 2024-12-31 13F LOCKHEED MARTIN COM 539830109 2,870 120 4.36 1,395 -13.25 0.0942
2024-10-16 2024-09-30 13F LOCKHEED MARTIN COM 539830109 2,750 15 0.55 1,608 25.84 0.1132
2024-07-16 2024-06-30 13F LOCKHEED MARTIN COM 539830109 2,735 108 4.11 1,277 6.95 0.0983
2024-04-19 2024-03-31 13F LOCKHEED MARTIN COM 539830109 2,627 507 23.92 1,195 24.38 0.0967
2024-01-10 2023-12-31 13F LOCKHEED MARTIN COM 539830109 2,120 168 8.61 961 20.45 0.0826
2023-11-07 2023-09-30 13F LOCKHEED MARTIN COM 539830109 1,952 291 17.52 798 4.32 0.0753
2023-07-14 2023-06-30 13F LOCKHEED MARTIN COM 539830109 1,661 20 1.22 765 -1.42 0.0683
2023-05-15 2023-03-31 13F LOCKHEED MARTIN COM 539830109 1,641 -897 -35.34 776 -20.92 0.0762
2022-10-14 2022-09-30 13F LOCKHEED MARTIN COM 539830109 2,538 120 4.96 980 -5.77 0.1091
2022-08-04 2022-06-30 13F LOCKHEED MARTIN COM 539830109 2,418 340 16.36 1,040 13.41 0.1153
2022-04-21 2022-03-31 13F LOCKHEED MARTIN COM 539830109 2,078 11 0.53 917 24.76 0.0891
2022-02-14 2021-12-31 13F LOCKHEED MARTIN COM 539830109 2,067 495 31.49 735 35.36 0.0701
2021-11-12 2021-09-30 13F LOCKHEED MARTIN COM 539830109 1,572 301 23.68 543 12.89 0.0578
2021-08-09 2021-06-30 13F LOCKHEED MARTIN COM 539830109 1,271 207 19.45 481 22.39 0.0506
2021-04-30 2021-03-31 13F LOCKHEED MARTIN COM 539830109 1,064 21 2.01 393 6.22 0.0465
2021-01-29 2020-12-31 13F LOCKHEED MARTIN COM 539830109 1,043 298 40.00 370 29.37 0.0465
2020-10-13 2020-09-30 13F LOCKHEED MARTIN COM 539830109 745 34 4.78 286 10.42 0.0424
2020-07-16 2020-06-30 13F LOCKHEED MARTIN COM 539830109 711 -55 -7.18 259 -0.38 0.0419
2020-05-13 2020-03-31 13F LOCKHEED MARTIN COM 539830109 766 13 1.73 260 -11.26 0.0501
2020-02-20 2019-12-31 13F LOCKHEED MARTIN COM 539830109 753 59 8.50 293 8.12 0.0475
2019-10-28 2019-09-30 13F LOCKHEED MARTIN COM 539830109 694 66 10.51 271 19.91 0.0478
2019-08-02 2019-06-30 13F LOCKHEED MARTIN COM 539830109 628 -834 -57.05 226 -63.67 0.0406
2019-05-13 2019-03-31 13F LOCKHEED MARTIN COM 539830109 1,462 1,462 622 0.0755
2019-02-13 2018-12-31 13F LOCKHEED MARTIN COM 539830109 0 -58,784 -100.00 0 -100.00
2018-10-19 2018-09-30 13F LOCKHEED MARTIN COM 539830109 58,784 -33,145 -36.05 185 -39.54 0.0023
2018-07-20 2018-06-30 13F LOCKHEED MARTIN COM 539830109 91,929 91,929 306 0.0035
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.