Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionWelch Group, LLC
Latest Disclosed Ownership126,656 shares
Latest Disclosed Value $ 76,549,394
Welch Group, LLC reports 4.54% decrease in ownership of LMT / Lockheed Martin Corporation

On April 21, 2026 - Welch Group, LLC filed a 13F-HR form disclosing ownership of 126,656 shares of Lockheed Martin Corporation (MX:LMT) valued at $76,549,394 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 132,684 shares of Lockheed Martin Corporation. This represents a change in shares of -4.54% 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)
2026-04-21 2026-03-31 13F LOCKHEED MARTIN COMMON 539830109 126,656 -6,028 -4.54 76,549 19.28 2.8757
2026-01-26 2025-12-31 13F LOCKHEED MARTIN COMMON STOCK 539830109 132,684 1,999 1.53 64,175 -1.63 2.4739
2025-10-14 2025-09-30 13F LOCKHEED MARTIN COMMON 539830109 130,685 3,773 2.97 65,239 10.99 2.5469
2025-07-25 2025-06-30 13F LOCKHEED MARTIN COMMON 539830109 126,912 2,709 2.18 58,778 7.19 2.4562
2025-04-08 2025-03-31 13F LOCKHEED MARTIN COMMON 539830109 124,203 6,449 5.48 54,834 -3.66 2.4118
2025-01-27 2024-12-31 13F LOCKHEED MARTIN COMMON 539830109 117,754 1,212 1.04 56,919 -16.45 2.5633
2024-10-24 2024-09-30 13F LOCKHEED MARTIN COMMON 539830109 116,542 -222 -0.19 68,126 24.91 2.9615
2024-07-17 2024-06-30 13F LOCKHEED MARTIN COMMON 539830109 116,764 1,398 1.21 54,540 3.93 2.6206
2024-04-09 2024-03-31 13F LOCKHEED MARTIN COMMON 539830109 115,366 3,681 3.30 52,477 3.67 2.6025
2024-01-23 2023-12-31 13F LOCKHEED MARTIN Common 539830109 111,685 2,245 2.05 50,620 13.10 2.7262
2023-10-18 2023-09-30 13F LOCKHEED MARTIN Common 539830109 109,440 829 0.76 44,757 -10.49 2.6517
2023-07-18 2023-06-30 13F LOCKHEED MARTIN Common 539830109 108,611 87 0.08 50,002 -2.53 2.8664
2023-04-13 2023-03-31 13F LOCKHEED MARTIN Common 539830109 108,524 -2,559 -2.30 51,302 -5.07 2.9824
2023-01-30 2022-12-31 13F LOCKHEED MARTIN Common 539830109 111,083 -607 -0.54 54,041 25.25 3.0915
2022-10-13 2022-09-30 13F LOCKHEED MARTIN COMMON 539830109 111,690 1,719 1.56 43,145 -8.75 2.8085
2022-07-21 2022-06-30 13F LOCKHEED MARTIN COMMON 539830109 109,971 552 0.50 47,283 -2.10 2.8855
2022-04-29 2022-03-31 13F LOCKHEED MARTIN COMMON 539830109 109,419 4,484 4.27 48,297 29.50 2.7571
2022-01-26 2021-12-31 13F LOCKHEED MARTIN COMMON 539830109 104,935 2,689 2.63 37,295 5.70 2.1816
2021-11-05 2021-09-30 13F LOCKHEED MARTIN COMMON 539830109 102,246 3,476 3.52 35,285 -5.58 2.3889
2021-07-21 2021-06-30 13F LOCKHEED MARTIN COMMON 539830109 98,770 3,638 3.82 37,370 6.31 2.5479
2021-04-23 2021-03-31 13F LOCKHEED MARTIN COMMON 539830109 95,132 5,342 5.95 35,151 10.28 2.5303
2021-01-25 2020-12-31 13F LOCKHEED MARTIN Common 539830109 89,790 1,558 1.77 31,874 -5.75 2.5565
2020-10-28 2020-09-30 13F LOCKHEED MARTIN Common 539830109 88,232 1,120 1.29 33,818 6.38 2.9544
2020-07-22 2020-06-30 13F LOCKHEED MARTIN Common 539830109 87,112 315 0.36 31,789 8.05 2.9698
2020-04-28 2020-03-31 13F LOCKHEED MARTIN Common 539830109 86,797 3,131 3.74 29,420 -9.69 3.1387
2020-01-24 2019-12-31 13F Lockheed Martin Common 539830109 83,666 -100 -0.12 32,578 -0.29 3.2055
2019-11-05 2019-09-30 13F Lockheed Martin Common 539830109 83,766 -2,042 -2.38 32,674 4.74 3.3561
2019-07-11 2019-06-30 13F Lockheed Martin Common 539830109 85,808 335 0.39 31,195 21.59 3.3291
2019-04-15 2019-03-31 13F Lockheed Martin Common 539830109 85,473 3,300 4.02 25,656 19.24 2.8243
2019-01-10 2018-12-31 13F Lockheed Martin Common 539830109 82,173 1,129 1.39 21,516 -23.26 2.6360
2018-11-01 2018-09-30 13F Lockheed Martin Common 539830109 81,044 2,356 2.99 28,038 20.61 2.9202
2018-07-30 2018-06-30 13F Lockheed Martin Common 539830109 78,688 321 0.41 23,247 -12.22 2.8956
2018-04-23 2018-03-31 13F Lockheed Martin Common 539830109 78,367 14,527 22.76 26,483 152.32 3.3533
2018-02-01 2017-12-31 13F Lockheed Martin Common 539830109 63,840 -832 -1.29 10,496 -47.70 1.6282
2017-11-07 2017-09-30 13F Lockheed Martin Common 539830109 64,672 -2,074 -3.11 20,067 8.30 3.3549
2017-08-07 2017-06-30 13F Lockheed Martin Common 539830109 66,746 2,589 4.04 18,529 7.93 3.0904
2017-05-01 2017-03-31 13F Lockheed Martin Common 539830109 64,157 190 0.30 17,168 7.38 3.2312
2017-02-09 2016-12-31 13F Lockheed Martin Common 539830109 63,967 283 0.44 15,988 4.73 3.1252
2016-10-28 2016-09-30 13F Lockheed Martin Common 539830109 63,684 -3,174 -4.75 15,266 -7.99 3.0337
2016-07-27 2016-06-30 13F Lockheed Martin Common 539830109 66,858 -18,360 -21.54 16,592 -12.10 3.3789
2016-05-05 2016-03-31 13F Lockheed Martin Common 539830109 85,218 -1,572 -1.81 18,876 0.16 3.1519
2016-01-21 2015-12-31 13F Lockheed Martin Common 539830109 86,790 -1,246 -1.42 18,846 3.26 3.3839
2015-10-23 2015-09-30 13F Lockheed Martin COM 539830109 88,036 -26 -0.03 18,251 11.48 3.5274
2015-07-31 2015-06-30 13F Lockheed Martin Common 539830109 88,062 -738 -0.83 16,371 -9.17 3.0992
2015-04-29 2015-03-31 13F Lockheed Martin Common 539830109 88,800 -337 -0.38 18,023 5.00 3.3088
2015-01-20 2014-12-31 13F Lockheed Martin Common 539830109 89,137 -1,751 -1.93 17,165 3.32 3.3107
2014-10-29 2014-09-30 13F Lockheed Martin Common 539830109 90,888 -1,492 -1.62 16,613 11.89 3.4339
2014-07-22 2014-06-30 13F Lockheed Martin Common 539830109 92,380 -3,172 -3.32 14,848 -4.81 3.0748
2014-04-23 2014-03-31 13F Lockheed Martin COM 539830109 95,552 -9,759 -9.27 15,598 -0.37 3.5324
2014-02-07 2013-12-31 13F Lockheed Martin Common 539830109 105,311 -2,985 -2.76 15,656 13.34 3.5494
2013-10-04 2013-09-30 13F Lockheed Martin Common 539830109 108,296 111 0.10 13,813 17.72 3.3953
2013-07-29 2013-06-30 13F Lockheed Martin Common 539830109 108,185 108,185 11,734 3.0462
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.