Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership4,558 shares
Latest Disclosed Value $ 2,754,875
Evercore Wealth Management, LLC ownership in LMT / Lockheed Martin Corporation

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 4,558 shares of Lockheed Martin Corporation (MX:LMT) valued at $2,754,875 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 4,558 shares of Lockheed Martin Corporation. This represents a change in shares of 0.00% 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)
2026-05-15 2026-03-31 13F LOCKHEED MARTIN COM 539830109 4,558 0 0.00 2,755 24.95 0.0433
2026-02-17 2025-12-31 13F LOCKHEED MARTIN COM 539830109 4,558 -37 -0.81 2,205 -3.88 0.0323
2025-11-14 2025-09-30 13F LOCKHEED MARTIN COM 539830109 4,595 -63 -1.35 2,294 6.31 0.0337
2025-08-14 2025-06-30 13F LOCKHEED MARTIN COM 539830109 4,658 286 6.54 2,157 10.45 0.0335
2025-05-15 2025-03-31 13F LOCKHEED MARTIN COM 539830109 4,372 -3 -0.07 1,953 -8.14 0.0314
2025-02-14 2024-12-31 13F LOCKHEED MARTIN COM 539830109 4,375 20 0.46 2,126 -16.46 0.0318
2024-11-14 2024-09-30 13F LOCKHEED MARTIN COM 539830109 4,355 0 0.00 2,546 25.12 0.0382
2024-08-14 2024-06-30 13F LOCKHEED MARTIN COM 539830109 4,355 -39 -0.89 2,034 1.80 0.0320
2024-05-15 2024-03-31 13F LOCKHEED MARTIN COM 539830109 4,394 -576 -11.59 1,999 -11.28 0.0313
2024-02-14 2023-12-31 13F LOCKHEED MARTIN COM 539830109 4,970 277 5.90 2,253 17.35 0.0378
2023-11-14 2023-09-30 13F LOCKHEED MARTIN COM 539830109 4,693 25 0.54 1,919 -10.70 0.0359
2023-08-04 2023-06-30 13F LOCKHEED MARTIN COM 539830109 4,668 380 8.86 2,149 6.02 0.0394
2023-05-15 2023-03-31 13F LOCKHEED MARTIN COM 539830109 4,288 -209 -4.65 2,027 -7.32 0.0404
2023-02-14 2022-12-31 13F LOCKHEED MARTIN COM 539830109 4,497 -36 -0.79 2,188 24.90 0.0458
2022-11-14 2022-09-30 13F LOCKHEED MARTIN COM 539830109 4,533 41 0.91 1,751 -9.37 0.0395
2022-08-15 2022-06-30 13F LOCKHEED MARTIN COM 539830109 4,492 -50 -1.10 1,932 -3.64 0.0407
2022-05-16 2022-03-31 13F LOCKHEED MARTIN COM 539830109 4,542 100 2.25 2,005 27.06 0.0355
2022-02-14 2021-12-31 13F LOCKHEED MARTIN COM 539830109 4,442 -24 -0.54 1,578 2.40 0.0257
2021-11-15 2021-09-30 13F LOCKHEED MARTIN COM 539830109 4,466 -90 -1.98 1,541 -10.56 0.0279
2021-08-16 2021-06-30 13F LOCKHEED MARTIN COM 539830109 4,556 -207 -4.35 1,723 -2.10 0.0315
2021-05-17 2021-03-31 13F LOCKHEED MARTIN COM 539830109 4,763 -1,289 -21.30 1,760 -18.06 0.0349
2021-02-16 2020-12-31 13F LOCKHEED MARTIN COM 539830109 6,052 -15 -0.25 2,148 -7.65 0.0463
2020-11-16 2020-09-30 13F LOCKHEED MARTIN COM 539830109 6,067 -1,834 -23.21 2,326 -19.35 0.0569
2020-08-13 2020-06-30 13F LOCKHEED MARTIN COM 539830109 7,901 -100 -1.25 2,884 6.38 0.0770
2020-05-14 2020-03-31 13F LOCKHEED MARTIN COM 539830109 8,001 -75 -0.93 2,711 -13.77 0.0894
2020-02-13 2019-12-31 13F LOCKHEED MARTIN COM 539830109 8,076 -75 -0.92 3,144 -1.10 0.0847
2019-11-14 2019-09-30 13F LOCKHEED MARTIN COM 539830109 8,151 247 3.12 3,179 10.61 0.0933
2019-08-13 2019-06-30 13F LOCKHEED MARTIN COM 539830109 7,904 323 4.26 2,874 26.33 0.0873
2019-05-14 2019-03-31 13F LOCKHEED MARTIN COM 539830109 7,581 1,064 16.33 2,275 33.27 0.0733
2019-02-13 2018-12-31 13F LOCKHEED MARTIN COM 539830109 6,517 -11 -0.17 1,707 -24.40 0.0645
2018-11-13 2018-09-30 13F LOCKHEED MARTIN COM 539830109 6,528 -41 -0.62 2,258 16.33 0.0722
2018-08-14 2018-06-30 13F LOCKHEED MARTIN COM 539830109 6,569 -190 -2.81 1,941 -15.02 0.0663
2018-05-14 2018-03-31 13F LOCKHEED MARTIN COM 539830109 6,759 -1,281 -15.93 2,284 -11.51 0.0872
2018-02-13 2017-12-31 13F LOCKHEED MARTIN COM 539830109 8,040 -80 -0.99 2,581 2.42 0.0960
2017-11-13 2017-09-30 13F LOCKHEED MARTIN COM 539830109 8,120 127 1.59 2,520 13.56 0.0981
2017-08-11 2017-06-30 13F LOCKHEED MARTIN COM 539830109 7,993 -331 -3.98 2,219 -0.36 0.0857
2017-05-12 2017-03-31 13F LOCKHEED MARTIN COM 539830109 8,324 -580 -6.51 2,227 0.04 0.0872
2017-02-08 2016-12-31 13F LOCKHEED MARTIN COM 539830109 8,904 -155 -1.71 2,226 2.49 0.0922
2016-11-10 2016-09-30 13F LOCKHEED MARTIN COM 539830109 9,059 65 0.72 2,172 -2.69 0.0899
2016-09-20 2016-06-30 13F/A-1 LOCKHEED MARTIN COM 539830109 8,994 520 6.14 2,232 18.91 0.0986
2016-08-01 2016-06-30 13F LOCKHEED MARTIN COM 539830109 8,900 2,208
2016-05-02 2016-03-31 13F LOCKHEED MARTIN COM 539830109 8,474 -132 -1.53 1,877 0.43 0.0829
2016-02-16 2015-12-31 13F LOCKHEED MARTIN COM 539830109 8,606 380 4.62 1,869 9.68 0.0868
2015-11-16 2015-09-30 13F LOCKHEED MARTIN COM 539830109 8,226 -47 -0.57 1,704 11.01 0.0814
2015-08-06 2015-06-30 13F LOCKHEED MARTIN COM 539830109 8,273 41 0.50 1,535 -8.14 0.0693
2015-05-06 2015-03-31 13F LOCKHEED MARTIN COM 539830109 8,232 852 11.54 1,671 17.59 0.0767
2015-02-13 2014-12-31 13F LOCKHEED MARTIN COM 539830109 7,380 165 2.29 1,421 7.81 0.0708
2014-11-13 2014-09-30 13F LOCKHEED MARTIN COM 539830109 7,215 -642 -8.17 1,318 4.60 0.0660
2014-08-14 2014-06-30 13F LOCKHEED MARTIN COM 539830109 7,857 1,132 16.83 1,260 14.75 0.0650
2014-05-15 2014-03-31 13F LOCKHEED MARTIN COM 539830109 6,725 953 16.51 1,098 28.12 0.0616
2014-02-11 2013-12-31 13F LOCKHEED MARTIN COM 539830109 5,772 -16,817 -74.45 857 -70.25 0.0471
2013-11-13 2013-09-30 13F LOCKHEED MARTIN COM 539830109 22,589 40 0.18 2,881 17.88 0.1650
2013-08-14 2013-06-30 13F LOCKHEED MARTIN COM 539830109 22,549 22,549 2,444 0.1383
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.