Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionTriangle Securities Wealth Management
Latest Disclosed Ownership371 shares
Latest Disclosed Value $ 224,229
Triangle Securities Wealth Management ownership in LMT / Lockheed Martin Corporation

On April 20, 2026 - Triangle Securities Wealth Management filed a 13F-HR form disclosing ownership of 371 shares of Lockheed Martin Corporation (MX:LMT) valued at $224,229 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2025 disclosing 0 shares of Lockheed Martin Corporation.

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)
2026-04-20 2026-03-31 13F LOCKHEED MARTIN COM 539830109 371 371 224 0.0509
2025-01-15 2024-12-31 13F LOCKHEED MARTIN COM 539830109 0 -349 -100.00 0 -100.00
2024-11-14 2024-09-30 13F LOCKHEED MARTIN COM 539830109 349 -986 -73.86 204 -67.26 0.0527
2024-07-10 2024-06-30 13F LOCKHEED MARTIN COM 539830109 1,335 0 0.00 624 2.64 0.1761
2024-04-10 2024-03-31 13F LOCKHEED MARTIN COM 539830109 1,335 -1 -0.07 607 0.33 0.1731
2024-01-10 2023-12-31 13F LOCKHEED MARTIN COM 539830109 1,336 -10 -0.74 606 10.00 0.1883
2023-10-10 2023-09-30 13F LOCKHEED MARTIN COM 539830109 1,346 -5 -0.37 550 -11.43 0.1957
2023-07-13 2023-06-30 13F LOCKHEED MARTIN COM 539830109 1,351 0 0.00 622 -2.66 0.2140
2023-04-20 2023-03-31 13F LOCKHEED MARTIN COM 539830109 1,351 0 0.00 639 -2.89 0.2284
2023-01-11 2022-12-31 13F LOCKHEED MARTIN COM 539830109 1,351 25 1.89 657 28.32 0.2410
2022-10-19 2022-09-30 13F LOCKHEED MARTIN COM 539830109 1,326 -7 -0.53 512 -10.65 0.2092
2022-07-11 2022-06-30 13F LOCKHEED MARTIN COM 539830109 1,333 -15 -1.11 573 -3.70 0.2232
2022-04-13 2022-03-31 13F LOCKHEED MARTIN COM 539830109 1,348 -43 -3.09 595 20.45 0.1992
2022-01-14 2021-12-31 13F LOCKHEED MARTIN COM 539830109 1,391 338 32.10 494 36.09 0.1546
2021-10-14 2021-09-30 13F LOCKHEED MARTIN COM 539830109 1,053 41 4.05 363 -5.22 0.1232
2021-07-12 2021-06-30 13F LOCKHEED MARTIN COM 539830109 1,012 9 0.90 383 3.23 0.1295
2021-04-12 2021-03-31 13F LOCKHEED MARTIN COM 539830109 1,003 -59 -5.56 371 -1.59 0.1341
2021-01-11 2020-12-31 13F LOCKHEED MARTIN COM 539830109 1,062 0 0.00 377 -7.37 0.1493
2020-10-09 2020-09-30 13F LOCKHEED MARTIN COM 539830109 1,062 0 0.00 407 4.90 0.1840
2020-07-08 2020-06-30 13F LOCKHEED MARTIN COM 539830109 1,062 -22 -2.03 388 5.72 0.1856
2020-04-06 2020-03-31 13F LOCKHEED MARTIN COM 539830109 1,084 -30 -2.69 367 -15.44 0.2115
2020-01-09 2019-12-31 13F LOCKHEED MARTIN COM 539830109 1,114 0 0.00 434 -0.23 0.1881
2019-10-15 2019-09-30 13F LOCKHEED MARTIN COM 539830109 1,114 -268 -19.39 435 -14.71 0.2127
2019-07-10 2019-06-30 13F LOCKHEED MARTIN COM 539830109 1,382 281 25.52 510 54.55 0.2591
2019-04-10 2019-03-31 13F/A-1 LOCKHEED MARTIN COM 539830109 1,101 -35 -3.08 330 11.11 0.1729
2019-04-08 2019-03-31 13F LOCKHEED MARTIN COM 539830109 1,101 330
2019-01-17 2018-12-31 13F LOCKHEED MARTIN COM 539830109 1,136 88 8.40 297 -18.18 0.1754
2018-10-04 2018-09-30 13F LOCKHEED MARTIN COM 539830109 1,048 -30 -2.78 363 14.15 0.1928
2018-07-12 2018-06-30 13F LOCKHEED MARTIN COM 539830109 1,078 -15 -1.37 318 -13.82 0.1777
2018-04-11 2018-03-31 13F LOCKHEED MARTIN COM 539830109 1,093 -20 -1.80 369 3.36 0.2120
2018-01-10 2017-12-31 13F LOCKHEED MARTIN COM 539830109 1,113 -21 -1.85 357 1.42 0.2038
2017-10-11 2017-09-30 13F LOCKHEED MARTIN COM 539830109 1,134 -22 -1.90 352 9.66 0.2094
2017-07-06 2017-06-30 13F LOCKHEED MARTIN COM 539830109 1,156 -75 -6.09 321 -2.43 0.2121
2017-04-05 2017-03-31 13F LOCKHEED MARTIN COM 539830109 1,231 60 5.12 329 12.29 0.2099
2017-01-19 2016-12-31 13F LOCKHEED MARTIN COM 539830109 1,171 -8 -0.68 293 3.53 0.1957
2016-10-06 2016-09-30 13F LOCKHEED MARTIN COM 539830109 1,179 0 0.00 283 -3.41 0.1957
2016-07-07 2016-06-30 13F LOCKHEED MARTIN COM 539830109 1,179 -15 -1.26 293 10.98 0.2186
2016-04-08 2016-03-31 13F LOCKHEED MARTIN COM 539830109 1,194 0 0.00 264 1.93 0.1722
2016-01-28 2015-12-31 13F LOCKHEED MARTIN COM 539830109 1,194 0 0.00 259 4.44 0.1736
2015-10-08 2015-09-30 13F LOCKHEED MARTIN COM 539830109 1,194 -6 -0.50 248 11.21 0.1875
2015-07-15 2015-06-30 13F LOCKHEED MARTIN COM 539830109 1,200 -20 -1.64 223 -10.08 0.1576
2015-04-13 2015-03-31 13F LOCKHEED MARTIN COM 539830109 1,220 0 0.00 248 5.53 0.1717
2015-01-08 2014-12-31 13F LOCKHEED MARTIN COM 539830109 1,220 0 0.00 235 5.38 0.1672
2014-10-16 2014-09-30 13F LOCKHEED MARTIN COM 539830109 1,220 -127 -9.43 223 11.50 0.1714
2014-01-13 2013-12-31 13F LOCKHEED MARTIN COM 539830109 1,347 1,347 22.45 200 68.07 0.1623
2013-10-08 2013-09-30 13F LOCKHEED MARTIN COM 539830109 0 -1,100 -100.00 0 -100.00
2013-07-10 2013-06-30 13F LOCKHEED MARTIN COM 539830109 1,100 1,100 119 0.0880
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.