Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionDestination Wealth Management
Latest Disclosed Ownership17,233 shares
Latest Disclosed Value $ 10,415,658
Destination Wealth Management reports 0.13% increase in ownership of LMT / Lockheed Martin Corporation

On May 15, 2026 - Destination Wealth Management filed a 13F-HR form disclosing ownership of 17,233 shares of Lockheed Martin Corporation (MX:LMT) valued at $10,415,658 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 17,210 shares of Lockheed Martin Corporation. This represents a change in shares of 0.13% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F LOCKHEED MARTIN COM 539830109 17,233 23 0.13 10,416 25.12 0.2705
2026-02-13 2025-12-31 13F LOCKHEED MARTIN COM 539830109 17,210 -116 -0.67 8,324 -3.76 0.2178
2025-11-14 2025-09-30 13F LOCKHEED MARTIN COM 539830109 17,326 354 2.09 8,649 10.04 0.2382
2025-08-14 2025-06-30 13F LOCKHEED MARTIN COM 539830109 16,972 636 3.89 7,861 7.72 0.2305
2025-05-15 2025-03-31 13F LOCKHEED MARTIN COM 539830109 16,336 -61 -0.37 7,297 -8.42 0.2299
2025-02-07 2024-12-31 13F LOCKHEED MARTIN COM 539830109 16,397 -423 -2.51 7,968 -18.96 0.2492
2024-11-25 2024-09-30 13F LOCKHEED MARTIN COM 539830109 16,820 -296 -1.73 9,832 22.99 0.3048
2024-07-25 2024-06-30 13F LOCKHEED MARTIN COM 539830109 17,116 -49 -0.29 7,995 2.40 0.2641
2024-05-14 2024-03-31 13F LOCKHEED MARTIN COM 539830109 17,165 84 0.49 7,808 0.85 0.2595
2024-02-14 2023-12-31 13F LOCKHEED MARTIN COM 539830109 17,081 39 0.23 7,742 11.08 0.2684
2023-11-14 2023-09-30 13F LOCKHEED MARTIN COM 539830109 17,042 173 1.03 6,969 -10.26 0.2710
2023-08-11 2023-06-30 13F LOCKHEED MARTIN COM 539830109 16,869 -480 -2.77 7,766 -5.30 0.2895
2023-05-05 2023-03-31 13F LOCKHEED MARTIN COM 539830109 17,349 -295 -1.67 8,201 -4.45 0.3108
2023-02-13 2022-12-31 13F LOCKHEED MARTIN COM 539830109 17,644 -407 -2.25 8,584 23.09 0.3415
2022-11-14 2022-09-30 13F LOCKHEED MARTIN COM 539830109 18,051 237 1.33 6,973 -8.96 0.2933
2022-07-29 2022-06-30 13F LOCKHEED MARTIN COM 539830109 17,814 343 1.96 7,659 -0.69 0.3089
2022-05-12 2022-03-31 13F LOCKHEED MARTIN COM 539830109 17,471 907 5.48 7,712 31.00 0.2858
2022-02-04 2021-12-31 13F LOCKHEED MARTIN COM 539830109 16,564 -42 -0.25 5,887 2.72 0.2084
2021-10-25 2021-09-30 13F LOCKHEED MARTIN COM 539830109 16,606 -394 -2.32 5,731 -10.90 0.2225
2021-08-13 2021-06-30 13F LOCKHEED MARTIN COM 539830109 17,000 63 0.37 6,432 2.78 0.2482
2021-05-05 2021-03-31 13F LOCKHEED MARTIN COM 539830109 16,937 572 3.50 6,258 7.73 0.2585
2021-02-11 2020-12-31 13F LOCKHEED MARTIN COM 539830109 16,365 19 0.12 5,809 -7.28 0.2528
2020-11-12 2020-09-30 13F LOCKHEED MARTIN COM 539830109 16,346 182 1.13 6,265 6.20 0.3172
2020-08-14 2020-06-30 13F LOCKHEED MARTIN COM 539830109 16,164 283 1.78 5,899 9.59 0.3191
2020-05-13 2020-03-31 13F LOCKHEED MARTIN COM 539830109 15,881 -589 -3.58 5,383 -16.06 0.3300
2020-02-12 2019-12-31 13F LOCKHEED MARTIN COM 539830109 16,470 234 1.44 6,413 1.26 0.3263
2019-11-12 2019-09-30 13F LOCKHEED MARTIN COM 539830109 16,236 -297 -1.80 6,333 5.37 0.3430
2019-07-19 2019-06-30 13F LOCKHEED MARTIN COM 539830109 16,533 -338 -2.00 6,010 18.68 0.3309
2019-05-01 2019-03-31 13F LOCKHEED MARTIN COM 539830109 16,871 -698 -3.97 5,064 10.09 0.2849
2019-02-05 2018-12-31 13F LOCKHEED MARTIN COM 539830109 17,569 -736 -4.02 4,600 -27.36 0.2768
2018-11-07 2018-09-30 13F LOCKHEED MARTIN COM 539830109 18,305 -70 -0.38 6,333 16.67 0.3524
2018-07-31 2018-06-30 13F LOCKHEED MARTIN COM 539830109 18,375 18,225 12,150.00 5,428 30,055.56 0.3260
2018-04-05 2018-03-31 13F ADVANCE AUTO PARTS COM 539830109 150 -20,166 -99.26 18 -99.72 0.0011
2018-02-09 2017-12-31 13F LOCKHEED MARTIN COM 539830109 20,316 -190 -0.93 6,522 2.50 0.3960
2017-11-09 2017-09-30 13F LOCKHEED MARTIN COM 539830109 20,506 1,311 6.83 6,363 19.40 0.4067
2017-08-11 2017-06-30 13F LOCKHEED MARTIN COM 539830109 19,195 246 1.30 5,329 5.09 0.3552
2017-05-05 2017-03-31 13F LOCKHEED MARTIN COM 539830109 18,949 1,132 6.35 5,071 13.88 0.3490
2017-02-01 2016-12-31 13F LOCKHEED MARTIN COM 539830109 17,817 2,462 16.03 4,453 20.97 0.3270
2016-11-14 2016-09-30 13F LOCKHEED MARTIN COM 539830109 15,355 2,657 20.92 3,681 16.82 0.2844
2016-07-25 2016-06-30 13F LOCKHEED MARTIN COM 539830109 12,698 7,489 143.77 3,151 178.60 0.2595
2016-04-20 2016-03-31 13F LOCKHEED MARTIN COM 539830109 5,209 0 0.00 1,131 0.00 0.1083
2016-01-25 2015-12-31 13F LOCKHEED MARTIN COM 539830109 5,209 1,119 27.36 1,131 33.37 0.1083
2015-10-30 2015-09-30 13F LOCKHEED MARTIN COM 539830109 4,090 -822 -16.73 848 -7.12 0.0942
2015-10-02 2015-06-30 13F LOCKHEED MARTIN COM 539830109 4,912 1,651 50.63 913 37.92 0.0604
2015-04-14 2015-03-31 13F LOCKHEED MARTIN COM 539830109 3,261 685 26.59 662 33.47 0.0718
2015-01-14 2014-12-31 13F Lockheed Martin Common 539830109 2,576 120 4.89 496 10.47 0.0502
2014-10-21 2014-09-30 13F Lockheed Martin Common 539830109 2,456 -279 -10.20 449 2.05 0.0469
2014-07-21 2014-06-30 13F Lockheed Martin Common 539830109 2,735 533 24.21 440 22.56 0.0454
2014-04-11 2014-03-31 13F Lockheed Martin Common 539830109 2,202 286 14.93 359 25.96 0.0384
2014-01-30 2013-12-31 13F Lockheed Martin Common 539830109 1,916 1,916 285 0.0299
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.