Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionReston Wealth Management Llc
Latest Disclosed Ownership643 shares
Latest Disclosed Value $ 388,360
Reston Wealth Management Llc reports 3.31% decrease in ownership of LMT / Lockheed Martin Corporation

On April 13, 2026 - Reston Wealth Management Llc filed a 13F-HR form disclosing ownership of 643 shares of Lockheed Martin Corporation (MX:LMT) valued at $388,360 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 665 shares of Lockheed Martin Corporation. This represents a change in shares of -3.31% 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)
2026-04-13 2026-03-31 13F LOCKHEED MARTIN COM 539830109 643 -22 -3.31 388 20.87 0.1190
2026-02-12 2025-12-31 13F LOCKHEED MARTIN COM 539830109 665 25 3.91 322 0.63 0.0984
2025-10-21 2025-09-30 13F LOCKHEED MARTIN COM 539830109 640 102 18.96 320 28.11 0.1032
2025-08-06 2025-06-30 13F LOCKHEED MARTIN COM 539830109 538 5 0.94 249 4.62 0.0873
2025-04-24 2025-03-31 13F LOCKHEED MARTIN COM 539830109 533 23 4.51 238 -3.64 0.0963
2025-01-23 2024-12-31 13F LOCKHEED MARTIN COM 539830109 510 0 0.00 248 -16.84 0.0922
2024-10-28 2024-09-30 13F LOCKHEED MARTIN COM 539830109 510 1 0.20 298 25.32 0.1078
2024-07-30 2024-06-30 13F LOCKHEED MARTIN COM 539830109 509 -14 -2.68 238 0.00 0.0951
2024-05-09 2024-03-31 13F LOCKHEED MARTIN COM 539830109 523 -11 -2.06 238 -1.66 0.0965
2024-01-24 2023-12-31 13F LOCKHEED MARTIN COM 539830109 534 0 0.00 242 10.55 0.1107
2023-10-20 2023-09-30 13F LOCKHEED MARTIN COM 539830109 534 -9 -1.66 218 -12.45 0.1102
2023-08-07 2023-06-30 13F LOCKHEED MARTIN COM 539830109 543 27 5.23 250 2.47 0.1189
2023-05-08 2023-03-31 13F LOCKHEED MARTIN COM 539830109 516 -13 -2.46 244 -5.45 0.1275
2023-03-02 2022-12-31 13F/A-1 LOCKHEED MARTIN COM 539830109 529 -20 -3.64 257 21.23 0.1423
2023-02-14 2022-12-31 13F LOCKHEED MARTIN COM 539830109 529 -20 257 0.1423
2022-11-14 2022-09-30 13F LOCKHEED MARTIN COM 539830109 549 -12 -2.14 212 -12.03 0.1263
2022-07-28 2022-06-30 13F LOCKHEED MARTIN COM 539830109 561 -86 -13.29 241 -15.73 0.1342
2022-05-04 2022-03-31 13F LOCKHEED MARTIN COM 539830109 647 -50 -7.17 286 15.32 0.1467
2022-02-09 2021-12-31 13F LOCKHEED MARTIN COM 539830109 697 10 1.46 248 4.64 0.1203
2021-10-19 2021-09-30 13F LOCKHEED MARTIN COM 539830109 687 -47 -6.40 237 -14.75 0.1234
2021-08-05 2021-06-30 13F LOCKHEED MARTIN COM 539830109 734 27 3.82 278 6.51 0.1391
2021-05-10 2021-03-31 13F LOCKHEED MARTIN COM 539830109 707 -29 -3.94 261 0.00 0.1367
2021-02-10 2020-12-31 13F LOCKHEED MARTIN COM 539830109 736 -48 -6.12 261 -13.00 0.1482
2020-10-14 2020-09-30 13F LOCKHEED MARTIN COM 539830109 784 -50 -6.00 300 -1.32 0.1929
2020-07-14 2020-06-30 13F LOCKHEED MARTIN COM 539830109 834 -49 -5.55 304 1.67 0.2089
2020-04-14 2020-03-31 13F LOCKHEED MARTIN COM 539830109 883 -18 -2.00 299 -14.81 0.2401
2020-02-07 2019-12-31 13F LOCKHEED MARTIN COM 539830109 901 -20 -2.17 351 -2.23 0.2806
2019-10-25 2019-09-30 13F LOCKHEED MARTIN COM 539830109 921 39 4.42 359 11.84 0.3209
2019-07-29 2019-06-30 13F LOCKHEED MARTIN COM 539830109 882 0 0.00 321 9.56 0.2523
2019-05-03 2019-03-31 13F LOCKHEED MARTIN COM 539830109 882 882 293 0.2347
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.