Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership7,578 shares
Latest Disclosed Value $ 4,579,960
Wealthspire Advisors, LLC reports 27.19% increase in ownership of LMT / Lockheed Martin Corporation

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 7,578 shares of Lockheed Martin Corporation (MX:LMT) valued at $4,579,960 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 5,958 shares of Lockheed Martin Corporation. This represents a change in shares of 27.19% 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)
2026-05-01 2026-03-31 13F LOCKHEED MARTIN COM 539830109 7,578 1,620 27.19 4,580 58.94 0.0360
2026-02-12 2025-12-31 13F LOCKHEED MARTIN COM 539830109 5,958 1,853 45.14 2,882 40.61 0.0229
2025-11-14 2025-09-30 13F LOCKHEED MARTIN COM 539830109 4,105 -3,703 -47.43 2,049 -43.32 0.0107
2025-08-11 2025-06-30 13F Lockheed Martin COM 539830109 7,808 246 3.25 3,616 7.05 0.0203
2025-05-09 2025-03-31 13F LOCKHEED MARTIN COM 539830109 7,562 4,601 155.39 3,378 134.84 0.0202
2025-02-04 2024-12-31 13F LOCKHEED MARTIN COM 539830109 2,961 -96 -3.14 1,439 -19.53 0.0143
2024-11-13 2024-09-30 13F LOCKHEED MARTIN COM 539830109 3,057 481 18.67 1,787 48.55 0.0182
2024-08-08 2024-06-30 13F LOCKHEED MARTIN COM 539830109 2,576 -394 -13.27 1,203 -10.95 0.0154
2024-05-06 2024-03-31 13F LOCKHEED MARTIN COM 539830109 2,970 124 4.36 1,351 4.73 0.0180
2024-02-07 2023-12-31 13F LOCKHEED MARTIN COM 539830109 2,846 411 16.88 1,290 29.65 0.0183
2023-11-06 2023-09-30 13F LOCKHEED MARTIN COM 539830109 2,435 506 26.23 996 12.18 0.0164
2023-08-01 2023-06-30 13F LOCKHEED MARTIN COM 539830109 1,929 10 0.52 888 -2.10 0.0145
2023-05-09 2023-03-31 13F LOCKHEED MARTIN COM 539830109 1,919 -638 -24.95 907 -27.17 0.0156
2023-02-14 2022-12-31 13F LOCKHEED MARTIN COM 539830109 2,557 709 38.37 1,244 74.23 0.0226
2022-11-14 2022-09-30 13F LOCKHEED MARTIN COM 539830109 1,848 90 5.12 714 -5.56 0.0149
2022-08-09 2022-06-30 13F LOCKHEED MARTIN COM 539830109 1,758 265 17.75 756 14.72 0.0158
2022-05-09 2022-03-31 13F LOCKHEED MARTIN COM 539830109 1,493 -718 -32.47 659 -16.16 0.0148
2022-02-14 2021-12-31 13F LOCKHEED MARTIN COM 539830109 2,211 -213 -8.79 786 -5.98 0.0174
2021-11-15 2021-09-30 13F LOCKHEED MARTIN COM 539830109 2,424 1,670 221.49 836 193.33 0.0173
2021-08-13 2021-06-30 13F LOCKHEED MARTIN COM 539830109 754 -3,688 -83.03 285 -82.63 0.0075
2021-05-17 2021-03-31 13F LOCKHEED MARTIN COM 539830109 4,442 2,142 93.13 1,641 101.10 0.0389
2021-02-16 2020-12-31 13F LOCKHEED MARTIN COM 539830109 2,300 402 21.18 816 12.09 0.0243
2020-11-16 2020-09-30 13F LOCKHEED MARTIN COM 539830109 1,898 57 3.10 728 8.33 0.0433
2020-08-14 2020-06-30 13F LOCKHEED MARTIN COM 539830109 1,841 -1,772 -49.05 672 -45.14 0.0468
2020-05-12 2020-03-31 13F LOCKHEED MARTIN COM 539830109 3,613 2,749 318.17 1,225 264.58 0.0513
2020-02-14 2019-12-31 13F LOCKHEED MARTIN COM 539830109 864 244 39.35 336 38.84 0.0245
2019-11-12 2019-09-30 13F LOCKHEED MARTIN COM 539830109 620 620 242 0.0198
2019-05-07 2019-03-31 13F LOCKHEED MARTIN COM 539830109 0 -154 -100.00 0 -100.00
2019-02-14 2018-12-31 13F LOCKHEED MARTIN COM 539830109 154 154 40 0.0039
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.