Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionWbh Advisory Inc
Latest Disclosed Ownership1,350 shares
Latest Disclosed Value $ 833,814
Wbh Advisory Inc ownership in LMT / Lockheed Martin Corporation

On April 27, 2026 - Wbh Advisory Inc filed a 13F-HR form disclosing ownership of 1,350 shares of Lockheed Martin Corporation (MX:LMT) valued at $833,814 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,350 shares of Lockheed Martin Corporation. This represents a change in shares of 0.00% 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)
2026-04-27 2026-03-31 13F LOCKHEED MARTIN COM 539830109 1,350 0 0.00 834 27.76 0.0624
2026-01-26 2025-12-31 13F LOCKHEED MARTIN COM 539830109 1,350 -25 -1.82 653 -4.96 0.0483
2025-10-30 2025-09-30 13F LOCKHEED MARTIN COM 539830109 1,375 0 0.00 686 7.86 0.0524
2025-07-30 2025-06-30 13F LOCKHEED MARTIN COM 539830109 1,375 0 0.00 637 3.58 0.0543
2025-05-12 2025-03-31 13F LOCKHEED MARTIN COM 539830109 1,375 -51 -3.58 614 -11.27 0.0573
2025-01-31 2024-12-31 13F LOCKHEED MARTIN COM 539830109 1,426 17 1.21 693 -15.92 0.0643
2024-10-15 2024-09-30 13F LOCKHEED MARTIN COM 539830109 1,409 -24 -1.67 823 23.02 0.0780
2024-07-11 2024-06-30 13F LOCKHEED MARTIN COM 539830109 1,433 -40 -2.72 669 0.00 0.0677
2024-04-16 2024-03-31 13F LOCKHEED MARTIN COM 539830109 1,473 -12 -0.81 670 -0.59 0.0689
2024-01-09 2023-12-31 13F LOCKHEED MARTIN COM 539830109 1,485 -17 -1.13 673 9.61 0.0749
2023-10-10 2023-09-30 13F LOCKHEED MARTIN COM 539830109 1,502 24 1.62 614 -9.71 0.0754
2023-07-12 2023-06-30 13F LOCKHEED MARTIN COM 539830109 1,478 0 0.00 680 -2.58 0.0806
2023-04-20 2023-03-31 13F LOCKHEED MARTIN COM 539830109 1,478 0 0.00 699 22.24 0.0872
2022-10-18 2022-09-30 13F LOCKHEED MARTIN COM 539830109 1,478 0 0.00 571 -7.75 0.0824
2022-07-12 2022-06-30 13F LOCKHEED MARTIN COM 539830109 1,478 0 0.00 619 -5.21 0.0826
2022-04-29 2022-03-31 13F LOCKHEED MARTIN COM 539830109 1,478 -50 -3.27 653 20.26 0.0802
2022-01-28 2021-12-31 13F LOCKHEED MARTIN COM 539830109 1,528 0 0.00 543 3.04 0.0619
2021-10-25 2021-09-30 13F LOCKHEED MARTIN COM 539830109 1,528 0 0.00 527 -6.23 0.0709
2021-07-27 2021-06-30 13F LOCKHEED MARTIN COM 539830109 1,528 -95 -5.85 562 -6.33 0.0824
2021-04-19 2021-03-31 13F LOCKHEED MARTIN COM 539830109 1,623 -103 -5.97 600 1.69 0.0971
2021-01-21 2020-12-31 13F LOCKHEED MARTIN COM 539830109 1,726 0 0.00 590 -10.88 0.1015
2020-10-27 2020-09-30 13F LOCKHEED MARTIN COM 539830109 1,726 -46 -2.60 662 2.48 0.1336
2020-08-05 2020-06-30 13F Lockheed Martin COM 539830109 1,772 78 4.60 646 12.54 0.1563
2020-05-07 2020-03-31 13F Lockheed Martin COM 539830109 1,694 -24 -1.40 574 -14.20 0.1346
2020-01-27 2019-12-31 13F Lockheed Martin COM 539830109 1,718 -31 -1.77 669 -1.91 0.1368
2019-10-25 2019-09-30 13F Lockheed Martin COM 539830109 1,749 -256 -12.77 682 -6.45 0.1532
2019-08-02 2019-06-30 13F Lockheed Martin COM 539830109 2,005 281 16.30 729 41.01 0.1690
2019-04-22 2019-03-31 13F Lockheed Martin COM 539830109 1,724 0 0.00 517 14.63 0.1230
2019-01-29 2018-12-31 13F Lockheed Martin COM 539830109 1,724 0 0.00 451 -24.33 0.1095
2018-10-29 2018-09-30 13F Lockheed Martin COM 539830109 1,724 -139 -7.46 596 8.36 0.1445
2018-07-31 2018-06-30 13F Lockheed Martin COM 539830109 1,863 14 0.76 550 -11.86 0.1426
2018-04-30 2018-03-31 13F Lockheed Martin COM 539830109 1,849 -23 -1.23 624 4.00 0.1696
2018-01-31 2017-12-31 13F Lockheed Martin COM 539830109 1,872 76 4.23 600 7.72 0.1600
2017-11-29 2017-09-30 13F Lockheed Martin COM 539830109 1,796 -3 -0.17 557 11.62 0.1554
2017-07-21 2017-06-30 13F Lockheed Martin COM 539830109 1,799 50 2.86 499 6.62 0.1400
2017-04-21 2017-03-31 13F Lockheed Martin COM 539830109 1,749 0 0.00 468 7.09 0.1402
2017-01-20 2016-12-31 13F Lockheed Martin COM 539830109 1,749 -25 -1.41 437 2.82 0.1457
2016-10-24 2016-09-30 13F Lockheed Martin COM 539830109 1,774 0 0.00 425 -3.41 0.1454
2016-07-25 2016-06-30 13F Lockheed Martin COM 539830109 1,774 46 2.66 440 15.18 0.1713
2016-04-15 2016-03-31 13F Lockheed Martin COM 539830109 1,728 25 1.47 382 3.52 0.1278
2016-01-19 2015-12-31 13F Lockheed Martin COM 539830109 1,703 166 10.80 369 16.04 0.1290
2015-10-15 2015-09-30 13F Lockheed Martin COM 539830109 1,537 -100 -6.11 318 4.61 0.1321
2015-07-20 2015-06-30 13F Lockheed Martin COM 539830109 1,637 -400 -19.64 304 -26.39 0.1195
2015-04-22 2015-03-31 13F Lockheed Martin COM 539830109 2,037 -53 -2.54 413 2.74 0.1159
2015-01-23 2014-12-31 13F Lockheed Martin COM 539830109 2,090 55 2.70 402 8.06 0.1516
2014-10-17 2014-09-30 13F Lockheed Martin COM 539830109 2,035 -180 -8.13 372 4.49 0.1307
2014-07-21 2014-06-30 13F Lockheed Martin COM 539830109 2,215 -303 -12.03 356 -13.38 0.1346
2014-04-29 2014-03-31 13F Lockheed Martin COM 539830109 2,518 221 9.62 411 20.53 0.1635
2014-02-19 2013-12-31 13F/A-1 Lockheed Martin COM 539830109 2,297 176 8.30 341 25.83 0.1374
2014-01-27 2013-12-31 13F Lockheed Martin COM 539830109 2,297 341
2013-11-05 2013-09-30 13F Lockheed Martin COM 539830109 2,121 -259 -10.88 271 5.04 0.1213
2013-07-19 2013-06-30 13F Lockheed Martin COM 539830109 2,380 2,380 258 0.1193
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.