Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership3,310 shares
Latest Disclosed Value $ 2,000,361
WealthPLAN Partners, LLC reports 30.30% decrease in ownership of LMT / Lockheed Martin Corporation

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 3,310 shares of Lockheed Martin Corporation (MX:LMT) valued at $2,000,361 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 4,749 shares of Lockheed Martin Corporation. This represents a change in shares of -30.30% 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)
2026-04-29 2026-03-31 13F LOCKHEED MARTIN COM 539830109 3,310 -1,439 -30.30 2,000 -12.89 0.3261
2026-02-12 2025-12-31 13F LOCKHEED MARTIN COM 539830109 4,749 -302 -5.98 2,297 -8.93 0.3432
2025-10-27 2025-09-30 13F LOCKHEED MARTIN COM 539830109 5,051 -107 -2.07 2,521 5.57 0.3779
2025-07-28 2025-06-30 13F LOCKHEED MARTIN COM 539830109 5,158 -1,693 -24.71 2,389 -21.96 0.3844
2025-05-12 2025-03-31 13F LOCKHEED MARTIN COM 539830109 6,851 -148 -2.11 3,060 -10.03 0.4314
2025-01-30 2024-12-31 13F LOCKHEED MARTIN COM 539830109 6,999 -1,139 -14.00 3,401 -28.51 0.4825
2024-11-05 2024-09-30 13F LOCKHEED MARTIN COM 539830109 8,138 -2,976 -26.78 4,757 -8.36 0.6387
2024-08-09 2024-06-30 13F LOCKHEED MARTIN COM 539830109 11,114 666 6.37 5,191 9.24 0.5574
2024-05-07 2024-03-31 13F LOCKHEED MARTIN COM 539830109 10,448 287 2.82 4,752 3.19 0.4921
2024-01-05 2023-12-31 13F LOCKHEED MARTIN COM 539830109 10,161 -69 -0.67 4,605 10.09 0.4734
2023-11-02 2023-09-30 13F LOCKHEED MARTIN COM 539830109 10,230 2,913 39.81 4,184 24.20 0.4862
2023-07-31 2023-06-30 13F Lockheed Martin Stock/ETF 539830109 7,317 -5,257 -41.81 3,369 -43.33 0.4765
2023-05-10 2023-03-31 13F Lockheed Martin Stock/ETF 539830109 12,574 -11,416 -47.59 5,944 -48.56 0.6762
2023-02-16 2022-12-31 13F LOCKHEED MARTIN COM 539830109 23,990 -4,373 -15.42 11,553 -5.74 0.8072
2022-05-03 2022-03-31 13F LOCKHEED MARTIN COM 539830109 28,363 -1,637 -5.46 12,256 4.99 0.8502
2022-02-01 2021-12-31 13F LOCKHEED MARTIN COM 539830109 30,000 -62 -0.21 11,674 14.50 0.7691
2021-12-09 2021-09-30 13F LOCKHEED MARTIN COM 539830109 30,062 -65 -0.22 10,196 -6.84 0.6780
2021-08-19 2021-06-30 13F LOCKHEED MARTIN COM 539830109 30,127 8,363 38.43 10,945 29.79 0.7702
2021-05-11 2021-03-31 13F LOCKHEED MARTIN COM 539830109 21,764 15,137 228.41 8,433 277.48 0.6544
2021-02-09 2020-12-31 13F LOCKHEED MARTIN COM 539830109 6,627 3,761 131.23 2,234 111.95 0.1899
2020-12-18 2020-09-30 13F LOCKHEED MARTIN COM 539830109 2,866 88 3.17 1,054 -2.59 0.1027
2020-08-19 2020-06-30 13F LOCKHEED MARTIN COM 539830109 2,778 -176 -5.96 1,082 2.85 0.1120
2020-05-15 2020-03-31 13F LOCKHEED MARTIN COM 539830109 2,954 1,303 78.92 1,052 45.91 0.1365
2020-02-14 2019-12-31 13F LOCKHEED MARTIN COM 539830109 1,651 714 76.20 721 98.62 0.0851
2019-11-15 2019-09-30 13F LOCKHEED MARTIN COM 539830109 937 33 3.65 363 6.45 0.0496
2019-08-19 2019-06-30 13F LOCKHEED MARTIN COM 539830109 904 -1,785 -66.38 341 -62.07 0.0513
2019-05-16 2019-03-31 13F LOCKHEED MARTIN COM 539830109 2,689 112 4.35 899 13.51 0.1403
2019-02-20 2018-12-31 13F LOCKHEED MARTIN COM 539830109 2,577 120 4.88 792 9.70 0.1274
2018-11-21 2018-09-30 13F LOCKHEED MARTIN COM 539830109 2,457 415 20.32 722 19.73 0.1318
2018-08-16 2018-06-30 13F LOCKHEED MARTIN COM 539830109 2,042 337 19.77 603 4.69 0.1236
2018-05-15 2018-03-31 13F LOCKHEED MARTIN COM 539830109 1,705 175 11.44 576 17.31 0.1264
2018-02-16 2017-12-31 13F LOCKHEED MARTIN COM 539830109 1,530 696 83.45 491 89.58 0.1315
2017-11-14 2017-09-30 13F LOCKHEED MARTIN COM 539830109 834 834 259 0.0727
2017-08-11 2017-06-30 13F LOCKHEED MARTIN Common Stock 539830109 0 -76 -100.00 0 -100.00
2017-04-19 2017-03-31 13F LOCKHEED MARTIN Common Stock 539830109 76 -299 -79.73 20 -77.27 0.0703
2016-12-09 2016-09-30 13F LOCKHEED MARTIN Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 539830109 375 -287 -43.35 89 -5.38 0.0289
2016-08-08 2016-06-30 13F Lockheed Martin Common Stock 539830109 662 438 195.54 93 193,841.67 0.0119
2016-03-24 2015-12-31 13F LOCKHEED MARTIN COM 539830109 224 112 100.00 0 -100.00 0.0000
2015-08-10 2015-06-30 13F LOCKHEED MARTIN COM 539830109 112 112 21 0.0092
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.