Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionPaulson Wealth Management Inc.
Latest Disclosed Ownership1,007 shares
Latest Disclosed Value $ 608,621
Paulson Wealth Management Inc. reports 11.59% decrease in ownership of LMT / Lockheed Martin Corporation

On May 8, 2026 - Paulson Wealth Management Inc. filed a 13F-HR form disclosing ownership of 1,007 shares of Lockheed Martin Corporation (MX:LMT) valued at $608,621 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 1,139 shares of Lockheed Martin Corporation. This represents a change in shares of -11.59% 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)
2026-05-08 2026-03-31 13F LOCKHEED MARTIN COM 539830109 1,007 -132 -11.59 609 10.55 0.1426
2026-02-05 2025-12-31 13F LOCKHEED MARTIN COM 539830109 1,139 -63 -5.24 551 -8.33 0.1272
2025-11-03 2025-09-30 13F LOCKHEED MARTIN COM 539830109 1,202 -172 -12.52 600 -5.66 0.1419
2025-08-06 2025-06-30 13F LOCKHEED MARTIN COM 539830109 1,374 27 2.00 636 5.82 0.1648
2025-05-12 2025-03-31 13F LOCKHEED MARTIN COM 539830109 1,347 19 1.43 602 -6.82 0.1694
2025-02-13 2024-12-31 13F LOCKHEED MARTIN COM 539830109 1,328 -23 -1.70 645 -18.25 0.1761
2024-11-05 2024-09-30 13F LOCKHEED MARTIN COM 539830109 1,351 3 0.22 790 25.44 0.2113
2024-07-25 2024-06-30 13F LOCKHEED MARTIN COM 539830109 1,348 -14 -1.03 630 1.62 0.1837
2024-05-03 2024-03-31 13F LOCKHEED MARTIN COM 539830109 1,362 -1 -0.07 620 0.32 0.1822
2024-02-13 2023-12-31 13F LOCKHEED MARTIN COM 539830109 1,363 4 0.29 618 11.17 0.1980
2023-11-01 2023-09-30 13F LOCKHEED MARTIN COM 539830109 1,359 42 3.19 556 -8.42 0.1943
2023-08-01 2023-06-30 13F LOCKHEED MARTIN COM 539830109 1,317 214 19.40 606 16.31 0.2070
2023-05-09 2023-03-31 13F LOCKHEED MARTIN COM 539830109 1,103 62 5.96 521 2.96 0.2318
2023-01-26 2022-12-31 13F LOCKHEED MARTIN COM 539830109 1,041 11 1.07 506 27.14 0.2472
2022-11-03 2022-09-30 13F LOCKHEED MARTIN COM 539830109 1,030 -219 -17.53 398 -25.88 0.2143
2022-08-05 2022-06-30 13F LOCKHEED MARTIN COM 539830109 1,249 53 4.43 537 1.70 0.2829
2022-05-02 2022-03-31 13F LOCKHEED MARTIN COM 539830109 1,196 48 4.18 528 29.41 0.2409
2022-01-28 2021-12-31 13F LOCKHEED MARTIN COM 539830109 1,148 111 10.70 408 13.97 0.1823
2021-10-22 2021-09-30 13F LOCKHEED MARTIN COM 539830109 1,037 444 74.87 358 59.82 0.1701
2021-07-26 2021-06-30 13F LOCKHEED MARTIN COM 539830109 593 72 13.82 224 9.80 0.1084
2021-04-30 2021-03-31 13F LOCKHEED MARTIN COM 539830109 521 521 204 0.1014
2021-02-05 2020-12-31 13F LOCKHEED MARTIN COM 539830109 0 -563 -100.00 0 -100.00
2020-10-14 2020-09-30 13F LOCKHEED MARTIN COM 539830109 563 -562 -49.96 216 -47.45 0.1395
2020-07-17 2020-06-30 13F LOCKHEED MARTIN COM 539830109 1,125 20 1.81 411 -0.72 0.2879
2020-04-29 2020-03-31 13F LOCKHEED MARTIN COM 539830109 1,105 0 0.00 414 -11.91 0.3174
2020-01-21 2019-12-31 13F LOCKHEED MARTIN COM 539830109 1,105 9 0.82 470 9.81 0.3320
2019-10-30 2019-09-30 13F LOCKHEED MARTIN COM 539830109 1,096 76 7.45 428 17.26 0.3224
2019-07-30 2019-06-30 13F LOCKHEED MARTIN COM 539830109 1,020 -15 -1.45 365 17.36 0.2720
2019-04-24 2019-03-31 13F LOCKHEED MARTIN COM 539830109 1,035 66 6.81 311 14.76 0.2359
2019-01-23 2018-12-31 13F LOCKHEED MARTIN COM 539830109 969 250 34.77 271 17.32 0.2237
2018-10-26 2018-09-30 13F LOCKHEED MARTIN COM 539830109 719 -5 -0.69 231 7.94 0.2072
2018-08-01 2018-06-30 13F LOCKHEED MARTIN COM 539830109 724 7 0.98 214 -11.57 0.2113
2018-05-02 2018-03-31 13F LOCKHEED MARTIN COM 539830109 717 25 3.61 242 9.01 0.2409
2018-02-28 2017-12-31 13F LOCKHEED MARTIN COM 539830109 692 692 222 0.1949
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.