Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership627 shares
Latest Disclosed Value $ 378,953
Pinnacle Wealth Planning Services, Inc. reports 0.16% decrease in ownership of LMT / Lockheed Martin Corporation

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 627 shares of Lockheed Martin Corporation (MX:LMT) valued at $378,953 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 628 shares of Lockheed Martin Corporation. This represents a change in shares of -0.16% 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)
2026-05-11 2026-03-31 13F LOCKHEED MARTIN COM 539830109 627 -1 -0.16 379 24.75 0.0391
2026-02-13 2025-12-31 13F LOCKHEED MARTIN COM 539830109 628 -13 -2.03 304 -5.02 0.0317
2025-11-13 2025-09-30 13F LOCKHEED MARTIN COM 539830109 641 -104 -13.96 320 -7.54 0.0375
2025-08-11 2025-06-30 13F LOCKHEED MARTIN COM 539830109 745 -137 -15.53 345 -12.21 0.0454
2025-05-15 2025-03-31 13F LOCKHEED MARTIN COM 539830109 882 28 3.28 394 -5.07 0.0592
2025-02-27 2024-12-31 13F/A-1 LOCKHEED MARTIN COM 539830109 854 -512 -37.48 415 -48.12 0.0624
2025-02-06 2024-12-31 13F LOCKHEED MARTIN COM 539830109 854 -512 415 0.0579
2024-11-13 2024-09-30 13F LOCKHEED MARTIN Stock 539830109 1,366 -32 -2.29 798 22.21 0.1085
2024-08-09 2024-06-30 13F LOCKHEED MARTIN Stock 539830109 1,398 -1 -0.07 653 2.67 0.0933
2024-05-10 2024-03-31 13F LOCKHEED MARTIN Stock 539830109 1,399 -24 -1.69 636 -1.24 0.0932
2024-02-08 2023-12-31 13F LOCKHEED MARTIN Stock 539830109 1,423 -6 -0.42 645 10.27 0.1013
2023-11-08 2023-09-30 13F LOCKHEED MARTIN Stock 539830109 1,429 23 1.64 584 -9.74 0.0963
2023-08-07 2023-06-30 13F LOCKHEED MARTIN Stock 539830109 1,406 -85 -5.70 647 -8.10 0.1045
2023-05-03 2023-03-31 13F LOCKHEED MARTIN Stock 539830109 1,491 0 0.00 705 -2.90 0.1171
2023-02-13 2022-12-31 13F LOCKHEED MARTIN Stock 539830109 1,491 -54 -3.50 725 21.44 0.1289
2022-11-09 2022-09-30 13F LOCKHEED MARTIN Stock 539830109 1,545 14 0.91 597 -9.27 0.1104
2022-08-03 2022-06-30 13F LOCKHEED MARTIN Stock 539830109 1,531 284 22.77 658 19.64 0.1182
2022-04-20 2022-03-31 13F LOCKHEED MARTIN Stock 539830109 1,247 -4 -0.32 550 23.60 0.1002
2022-01-21 2021-12-31 13F LOCKHEED MARTIN Stock 539830109 1,251 49 4.08 445 7.23 0.0869
2021-10-29 2021-09-30 13F LOCKHEED MARTIN Stock 539830109 1,202 -1 -0.08 415 -8.79 0.0917
2021-08-02 2021-06-30 13F LOCKHEED MARTIN Stock 539830109 1,203 23 1.95 455 4.36 0.1058
2021-04-29 2021-03-31 13F LOCKHEED MARTIN Stock 539830109 1,180 16 1.37 436 5.31 0.1118
2021-02-12 2020-12-31 13F LOCKHEED MARTIN Stock 539830109 1,164 -121 -9.42 414 -15.85 0.0989
2020-11-03 2020-09-30 13F LOCKHEED MARTIN Stock 539830109 1,285 42 3.38 492 8.61 0.1625
2020-07-27 2020-06-30 13F LOCKHEED MARTIN Stock 539830109 1,243 -54 -4.16 453 3.42 0.1471
2020-05-11 2020-03-31 13F LOCKHEED MARTIN Stock 539830109 1,297 115 9.73 438 -4.78 0.2080
2020-02-07 2019-12-31 13F LOCKHEED MARTIN Stock 539830109 1,182 195 19.76 460 19.79 0.2164
2019-10-31 2019-09-30 13F LOCKHEED MARTIN Stock 539830109 987 203 25.89 384 34.74 0.2091
2019-08-06 2019-06-30 13F LOCKHEED MARTIN Stock 539830109 784 -56 -6.67 285 13.10 0.1720
2019-05-08 2019-03-31 13F LOCKHEED MARTIN Stock 539830109 840 11 1.33 252 16.13 0.1691
2019-03-01 2018-12-31 13F LOCKHEED MARTIN Stock 539830109 829 -120 -12.64 217 -33.84 0.1389
2019-02-28 2018-09-30 13F LOCKHEED MARTIN Stock 539830109 949 -109 -10.30 328 5.13 0.2999
2019-02-28 2018-06-30 13F LOCKHEED MARTIN Stock 539830109 1,058 5 0.47 312 -12.36 0.3031
2019-02-28 2018-03-31 13F LOCKHEED MARTIN Stock 539830109 1,053 397 60.52 356 68.72 0.3662
2018-02-12 2017-12-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 656 656 211 0.4298
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.