Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership27,330 shares
Latest Disclosed Value $ 16,517,979
Wealthfront Advisers Llc reports 18.83% increase in ownership of LMT / Lockheed Martin Corporation

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 27,330 shares of Lockheed Martin Corporation (MX:LMT) valued at $16,517,979 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 22,999 shares of Lockheed Martin Corporation. This represents a change in shares of 18.83% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-05 2026-03-31 13F LOCKHEED MARTIN COM 539830109 27,330 4,331 18.83 16,518 48.49 0.0363
2026-01-30 2025-12-31 13F LOCKHEED MARTIN COM 539830109 22,999 -1,246 -5.14 11,124 -8.10 0.0249
2025-11-06 2025-09-30 13F LOCKHEED MARTIN COM 539830109 24,245 -605 -2.43 12,103 5.16 0.0284
2025-07-31 2025-06-30 13F LOCKHEED MARTIN COM 539830109 24,850 223 0.91 11,509 4.62 0.0296
2025-05-02 2025-03-31 13F LOCKHEED MARTIN COM 539830109 24,627 -1,473 -5.64 11,001 -13.26 0.0295
2025-04-01 2024-12-31 13F/A-1 LOCKHEED MARTIN COM 539830109 26,100 195 0.75 12,683 -16.25 0.0371
2024-11-12 2024-09-30 13F LOCKHEED MARTIN COM 539830109 25,905 3,935 17.91 15,143 47.56 0.0466
2024-08-14 2024-06-30 13F LOCKHEED MARTIN COM 539830109 21,970 1,574 7.72 10,262 10.62 0.0345
2024-04-19 2024-03-31 13F LOCKHEED MARTIN COM 539830109 20,396 -1,513 -6.91 9,278 -6.58 0.0325
2024-02-09 2023-12-31 13F LOCKHEED MARTIN COM 539830109 21,909 2,195 11.13 9,930 23.17 0.0381
2023-11-01 2023-09-30 13F LOCKHEED MARTIN COM 539830109 19,714 -4,330 -18.01 8,062 -27.17 0.0347
2023-08-07 2023-06-30 13F LOCKHEED MARTIN COM 539830109 24,044 -2,707 -10.12 11,069 -12.47 0.0469
2023-04-28 2023-03-31 13F LOCKHEED MARTIN COM 539830109 26,751 837 3.23 12,646 0.32 0.0575
2023-02-10 2022-12-31 13F LOCKHEED MARTIN COM 539830109 25,914 3,186 14.02 12,607 43.58 0.0611
2022-11-14 2022-09-30 13F LOCKHEED MARTIN COM 539830109 22,728 -3,065 -11.88 8,780 -20.83 0.0467
2022-07-20 2022-06-30 13F LOCKHEED MARTIN COM 539830109 25,793 4,121 19.02 11,090 15.93 0.0557
2022-05-16 2022-03-31 13F LOCKHEED MARTIN COM 539830109 21,672 7,223 49.99 9,566 86.29 0.0419
2022-01-21 2021-12-31 13F LOCKHEED MARTIN COM 539830109 14,449 2,634 22.29 5,135 25.95 0.0217
2021-11-15 2021-09-30 13F LOCKHEED MARTIN COM 539830109 11,815 942 8.66 4,077 -0.90 0.0189
2021-08-16 2021-06-30 13F LOCKHEED MARTIN COM 539830109 10,873 411 3.93 4,114 6.41 0.0195
2021-05-14 2021-03-31 13F LOCKHEED MARTIN COM 539830109 10,462 -530 -4.82 3,866 -0.92 0.0207
2021-02-16 2020-12-31 13F LOCKHEED MARTIN COM 539830109 10,992 -1,137 -9.37 3,902 -16.07 0.0235
2020-11-16 2020-09-30 13F LOCKHEED MARTIN COM 539830109 12,129 -731 -5.68 4,649 -0.94 0.0332
2020-08-14 2020-06-30 13F LOCKHEED MARTIN COM 539830109 12,860 -1,439 -10.06 4,693 -3.18 0.0364
2020-05-15 2020-03-31 13F LOCKHEED MARTIN COM 539830109 14,299 2,839 24.77 4,847 8.63 0.0440
2020-01-21 2019-12-31 13F LOCKHEED MARTIN COM 539830109 11,460 218 1.94 4,462 1.76 0.0331
2019-10-15 2019-09-30 13F LOCKHEED MARTIN COM 539830109 11,242 705 6.69 4,385 14.46 0.0368
2019-08-13 2019-06-30 13F LOCKHEED MARTIN COM 539830109 10,537 1,673 18.87 3,831 43.97 0.0333
2019-05-13 2019-03-31 13F LOCKHEED MARTIN COM 539830109 8,864 1,324 17.56 2,661 34.80 0.0247
2019-02-14 2018-12-31 13F LOCKHEED MARTIN COM 539830109 7,540 7,540 1,974 0.0210
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.