Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionMidwest Professional Planners, LTD.
Latest Disclosed Ownership9,775 shares
Latest Disclosed Value $ 5,907,944
Midwest Professional Planners, LTD. reports 0.76% decrease in ownership of LMT / Lockheed Martin Corporation

On May 5, 2026 - Midwest Professional Planners, LTD. filed a 13F-HR form disclosing ownership of 9,775 shares of Lockheed Martin Corporation (MX:LMT) valued at $5,907,944 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 9,850 shares of Lockheed Martin Corporation. This represents a change in shares of -0.76% 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)
2026-05-05 2026-03-31 13F LOCKHEED MARTIN CORP COM USD1.00 COM 539830109 9,775 -75 -0.76 5,908 23.99 1.3916
2026-02-06 2025-12-31 13F LOCKHEED MARTIN COM 539830109 9,850 917 10.27 4,764 6.84 1.1286
2025-11-04 2025-09-30 13F LOCKHEED MARTIN COM 539830109 8,933 -68 -0.76 4,459 6.98 1.0879
2025-08-11 2025-06-30 13F LOCKHEED MARTIN COM 539830109 9,001 106 1.19 4,169 4.91 1.0977
2025-05-02 2025-03-31 13F LOCKHEED MARTIN COM 539830109 8,895 -220 -2.41 3,974 -10.30 1.2366
2025-02-10 2024-12-31 13F LOCKHEED MARTIN COM 539830109 9,115 267 3.02 4,430 -14.37 1.3227
2024-11-14 2024-09-30 13F LOCKHEED MARTIN COM 539830109 8,848 475 5.67 5,172 32.28 1.5812
2024-08-06 2024-06-30 13F LOCKHEED MARTIN COM 539830109 8,373 159 1.94 3,911 4.66 1.3070
2024-05-09 2024-03-31 13F LOCKHEED MARTIN COM 539830109 8,214 319 4.04 3,736 4.42 1.3107
2024-02-15 2023-12-31 13F LOCKHEED MARTIN COM 539830109 7,895 594 8.14 3,578 19.83 1.4264
2024-02-15 2023-12-31 13F LOCKHEED MARTIN COM 539830109 7,895 3,578
2023-11-13 2023-09-30 13F LOCKHEED MARTIN COM 539830109 7,301 872 13.56 2,986 0.91 1.3429
2023-08-07 2023-06-30 13F LOCKHEED MARTIN COM 539830109 6,429 908 16.45 2,960 13.42 1.2965
2023-05-15 2023-03-31 13F LOCKHEED MARTIN COM 539830109 5,521 496 9.87 2,610 6.75 1.2767
2023-02-10 2022-12-31 13F LOCKHEED MARTIN COM 539830109 5,025 399 8.63 2,445 36.77 1.3531
2022-11-10 2022-09-30 13F LOCKHEED MARTIN COM 539830109 4,626 329 7.66 1,787 -3.30 1.0663
2022-08-09 2022-06-30 13F LOCKHEED MARTIN COM 539830109 4,297 256 6.34 1,848 3.59 1.0423
2022-05-11 2022-03-31 13F LOCKHEED MARTIN COM 539830109 4,041 263 6.96 1,784 32.84 0.8776
2022-02-10 2021-12-31 13F LOCKHEED MARTIN COM 539830109 3,778 105 2.86 1,343 6.00 0.6524
2021-11-08 2021-09-30 13F LOCKHEED MARTIN COM 539830109 3,673 49 1.35 1,267 -7.59 0.6720
2021-08-10 2021-06-30 13F LOCKHEED MARTIN COM 539830109 3,624 882 32.17 1,371 290.60 0.7143
2021-05-17 2021-03-31 13F Kimberly-Clark COM 539830109 2,742 -785 -22.26 351 -71.96 0.3466
2021-03-11 2020-12-31 13F LOCKHEED MARTIN COM 539830109 3,527 -177 -4.78 1,252 128.88 0.7714
2020-11-06 2020-09-30 13F Kimberly-Clark COM 539830109 3,704 257 7.46 547 12.32 0.3848
2020-08-14 2020-06-30 13F Kimberly-Clark COM 539830109 3,447 705 25.71 487 38.75 0.3835
2020-05-05 2020-03-31 13F Kimberly-Clark COM 539830109 2,742 92 3.47 351 -3.84 0.3466
2020-02-11 2019-12-31 13F Kimberly-Clark COM 539830109 2,650 -469 -15.04 365 -70.01 0.2981
2019-11-14 2019-09-30 13F Lockheed Martin COM 539830109 3,119 29 0.94 1,217 8.37 1.0886
2019-08-12 2019-06-30 13F Lockheed Martin COM 539830109 3,090 -5 -0.16 1,123 20.88 1.0418
2019-05-08 2019-03-31 13F Lockheed Martin COM 539830109 3,095 1 0.03 929 14.69 0.8969
2019-02-13 2018-12-31 13F Lockheed Martin COM 539830109 3,094 -143 -4.42 810 -27.68 0.8719
2018-11-13 2018-09-30 13F Lockheed Martin COM 539830109 3,237 120 3.85 1,120 21.61 1.0284
2018-08-10 2018-06-30 13F Lockheed Martin COM 539830109 3,117 70 2.30 921 -10.58 0.8235
2018-05-15 2018-03-31 13F Lockheed Martin COM 539830109 3,047 175 6.09 1,030 11.71 0.9281
2018-02-12 2017-12-31 13F LOCKHEED MARTIN CORP COM COM 539830109 2,872 2,872 922 0.8420
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.