Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionKeystone Financial Planning, Inc.
Latest Disclosed Ownership1,923 shares
Latest Disclosed Value $ 1,162,242
Keystone Financial Planning, Inc. ownership in LMT / Lockheed Martin Corporation

On April 9, 2026 - Keystone Financial Planning, Inc. filed a 13F-HR form disclosing ownership of 1,923 shares of Lockheed Martin Corporation (MX:LMT) valued at $1,162,242 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 1,923 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)
2026-04-09 2026-03-31 13F LOCKHEED MARTIN COM 539830109 1,923 0 0.00 1,162 24.95 0.3105
2026-01-07 2025-12-31 13F LOCKHEED MARTIN COM 539830109 1,923 0 0.00 930 -3.02 0.2698
2025-10-08 2025-09-30 13F LOCKHEED MARTIN COM 539830109 1,923 -13 -0.67 960 7.03 0.2790
2025-07-31 2025-06-30 13F LOCKHEED MARTIN COM 539830109 1,936 0 0.00 897 3.70 0.2711
2025-04-09 2025-03-31 13F LOCKHEED MARTIN COM 539830109 1,936 0 0.00 865 -8.09 0.2577
2025-01-13 2024-12-31 13F LOCKHEED MARTIN COM 539830109 1,936 0 0.00 941 -16.89 0.2918
2024-10-28 2024-09-30 13F LOCKHEED MARTIN COM 539830109 1,936 -2 -0.10 1,132 24.97 0.3425
2024-07-10 2024-06-30 13F LOCKHEED MARTIN COM 539830109 1,938 0 0.00 905 2.72 0.2996
2024-04-10 2024-03-31 13F LOCKHEED MARTIN COM 539830109 1,938 -237 -10.90 882 -10.56 0.2859
2024-01-12 2023-12-31 13F LOCKHEED MARTIN COM 539830109 2,175 85 4.07 986 15.34 0.3257
2023-10-10 2023-09-30 13F LOCKHEED MARTIN COM 539830109 2,090 0 0.00 855 -11.23 0.2986
2023-07-11 2023-06-30 13F LOCKHEED MARTIN COM 539830109 2,090 -84 -3.86 962 -6.33 0.3221
2023-04-21 2023-03-31 13F LOCKHEED MARTIN COM 539830109 2,174 -59 -2.64 1,028 -5.43 0.3496
2023-01-30 2022-12-31 13F LOCKHEED MARTIN COM 539830109 2,233 0 0.00 1,086 25.84 0.3661
2022-10-12 2022-09-30 13F LOCKHEED MARTIN COM 539830109 2,233 45 2.06 863 -8.29 0.3317
2022-07-19 2022-06-30 13F LOCKHEED MARTIN COM 539830109 2,188 0 0.00 941 -2.59 0.3307
2022-04-28 2022-03-31 13F LOCKHEED MARTIN COM 539830109 2,188 -2,523 -53.56 966 -42.29 0.3232
2022-02-09 2021-12-31 13F LOCKHEED MARTIN COM 539830109 4,711 2,365 100.81 1,674 106.67 0.5702
2021-10-15 2021-09-30 13F LOCKHEED MARTIN COM 539830109 2,346 32 1.38 810 -7.53 0.2945
2021-08-13 2021-06-30 13F LOCKHEED MARTIN COM 539830109 2,314 0 0.00 876 2.46 0.3173
2021-05-07 2021-03-31 13F LOCKHEED MARTIN COM 539830109 2,314 0 0.00 855 4.14 0.3187
2021-02-04 2020-12-31 13F LOCKHEED MARTIN COM 539830109 2,314 0 0.00 821 -7.44 0.3406
2020-11-05 2020-09-30 13F LOCKHEED MARTIN COM 539830109 2,314 0 0.00 887 5.09 0.4286
2020-07-27 2020-06-30 13F LOCKHEED MARTIN COM 539830109 2,314 0 0.00 844 7.65 0.4163
2020-05-05 2020-03-31 13F LOCKHEED MARTIN COM 539830109 2,314 -278 -10.73 784 -22.30 0.4487
2020-02-06 2019-12-31 13F LOCKHEED MARTIN COM 539830109 2,592 -321 -11.02 1,009 -11.18 0.4503
2019-10-08 2019-09-30 13F LOCKHEED MARTIN COM 539830109 2,913 -755 -20.58 1,136 -14.78 0.5423
2019-08-05 2019-06-30 13F LOCKHEED MARTIN COM 539830109 3,668 -1,571 -29.99 1,333 -15.26 0.6522
2019-05-15 2019-03-31 13F LOCKHEED MARTIN COM 539830109 5,239 1,150 28.12 1,573 46.87 0.7762
2019-02-05 2018-12-31 13F LOCKHEED MARTIN COM 539830109 4,089 836 25.70 1,071 -4.80 0.5984
2018-11-02 2018-09-30 13F LOCKHEED MARTIN COM 539830109 3,253 0 0.00 1,125 17.07 0.5747
2018-08-06 2018-06-30 13F LOCKHEED MARTIN COM 539830109 3,253 -36 -1.09 961 -13.50 0.5293
2018-05-01 2018-03-31 13F LOCKHEED MARTIN COM 539830109 3,289 -10,833 -76.71 1,111 -75.50 0.6192
2018-02-07 2017-12-31 13F LOCKHEED MARTIN COM 539830109 14,122 12 0.09 4,534 3.56 2.4185
2017-11-08 2017-09-30 13F LOCKHEED MARTIN COM 539830109 14,110 219 1.58 4,378 13.54 2.4826
2017-08-02 2017-06-30 13F LOCKHEED MARTIN COM 539830109 13,891 -23 -0.17 3,856 3.57 2.3352
2017-05-08 2017-03-31 13F LOCKHEED MARTIN COM 539830109 13,914 -31 -0.22 3,723 6.83 2.3136
2017-02-08 2016-12-31 13F LOCKHEED MARTIN COM 539830109 13,945 -244 -1.72 3,485 2.47 2.2772
2016-10-12 2016-09-30 13F LOCKHEED MARTIN COM 539830109 14,189 164 1.17 3,401 -2.27 2.2343
2016-07-21 2016-06-30 13F LOCKHEED MARTIN COM 539830109 14,025 -1,087 -7.19 3,480 3.97 2.3565
2016-04-05 2016-03-31 13F LOCKHEED MARTIN COM 539830109 15,112 11,975 381.73 3,347 391.48 2.3958
2016-02-08 2015-12-31 13F LOCKHEED MARTIN COM 539830109 3,137 3,137 0.00 681 0.5157
2015-01-27 2014-12-31 13F LOCKHEED MARTIN COM 539830109 0 -42,720 -100.00 0 -100.00
2014-10-20 2014-09-30 13F LOCKHEED MARTIN COM 539830109 42,720 69 0.16 7,808 13.90 5.8925
2014-08-11 2014-06-30 13F LOCKHEED MARTIN COM 539830109 42,651 38 0.09 6,855 -1.45 5.1629
2014-04-14 2014-03-31 13F LOCKHEED MARTIN COM 539830109 42,613 -1,286 -2.93 6,956 6.59 5.3851
2014-02-04 2013-12-31 13F LOCKHEED MARTIN COM 539830109 43,899 43,899 6,526 5.2196
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.