Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership1,653 shares
Latest Disclosed Value $ 999,123
Winch Advisory Services, LLC reports 5.22% increase in ownership of LMT / Lockheed Martin Corporation

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 1,653 shares of Lockheed Martin Corporation (MX:LMT) valued at $999,123 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 1,571 shares of Lockheed Martin Corporation. This represents a change in shares of 5.22% 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)
2026-04-30 2026-03-31 13F LOCKHEED MARTIN COM 539830109 1,653 82 5.22 999 31.62 0.2281
2026-02-03 2025-12-31 13F LOCKHEED MARTIN COM 539830109 1,571 25 1.62 760 -1.56 0.1681
2025-11-12 2025-09-30 13F LOCKHEED MARTIN COM 539830109 1,546 171 12.44 772 21.04 0.1737
2025-08-07 2025-06-30 13F LOCKHEED MARTIN COM 539830109 1,375 15 1.10 637 4.94 0.1555
2025-05-06 2025-03-31 13F LOCKHEED MARTIN COM 539830109 1,360 741 119.71 607 102.33 0.1606
2025-01-14 2024-12-31 13F LOCKHEED MARTIN COM 539830109 619 93 17.68 301 -2.28 0.0782
2024-10-21 2024-09-30 13F LOCKHEED MARTIN COM 539830109 526 3 0.57 307 25.82 0.0850
2024-07-31 2024-06-30 13F LOCKHEED MARTIN COM 539830109 523 42 8.73 244 11.93 0.0699
2024-05-14 2024-03-31 13F LOCKHEED MARTIN COM 539830109 481 0 0.00 219 0.00 0.0668
2024-01-18 2023-12-31 13F LOCKHEED MARTIN COM 539830109 481 110 29.65 218 0.0723
2023-11-06 2023-09-30 13F LOCKHEED MARTIN COM 539830109 371 2 0.54 0 0.0558
2023-08-08 2023-06-30 13F LOCKHEED MARTIN COM 539830109 369 13 3.65 0 0.0611
2023-05-10 2023-03-31 13F LOCKHEED MARTIN COM 539830109 356 28 8.54 0 0.0652
2023-01-26 2022-12-31 13F LOCKHEED MARTIN COM 539830109 328 212 182.76 0 -100.00 0.0683
2022-10-31 2022-09-30 13F LOCKHEED MARTIN COM 539830109 116 1 0.87 45 -10.00 0.0193
2022-08-12 2022-06-30 13F LOCKHEED MARTIN COM 539830109 115 16 16.16 50 13.64 0.0204
2022-04-26 2022-03-31 13F LOCKHEED MARTIN COM 539830109 99 -1 -1.00 44 25.71 0.0153
2022-02-04 2021-12-31 13F LOCKHEED MARTIN CORP COM COM 539830109 100 1 1.01 35 2.94 0.0116
2021-11-10 2021-09-30 13F LOCKHEED MARTIN CORP COM COM 539830109 99 0 0.00 34 -10.53 0.0119
2021-08-05 2021-06-30 13F LOCKHEED MARTIN CORP COM COM 539830109 99 0 0.00 38 2.70 0.0137
2021-05-03 2021-03-31 13F LOCKHEED MARTIN CORP COM COM 539830109 99 -40 -28.78 37 -24.49 0.0148
2021-02-09 2020-12-31 13F LOCKHEED MARTIN CORP COM COM 539830109 139 0 0.00 49 -7.55 0.0204
2020-11-04 2020-09-30 13F LOCKHEED MARTIN CORP COM COM 539830109 139 0 0.00 53 3.92 0.0224
2020-08-12 2020-06-30 13F LOCKHEED MARTIN CORP COM COM 539830109 139 1 0.72 51 8.51 0.0242
2020-05-13 2020-03-31 13F LOCKHEED MARTIN CORP COM COM 539830109 138 0 0.00 47 -12.96 0.0234
2020-02-12 2019-12-31 13F LOCKHEED MARTIN CORP COM COM 539830109 138 0 0.00 54 0.00 0.0256
2019-11-13 2019-09-30 13F LOCKHEED MARTIN CORP COM COM 539830109 138 0 0.00 54 8.00 0.0281
2019-08-07 2019-06-30 13F LOCKHEED MARTIN CORP COM COM 539830109 138 -4 -2.82 50 16.28 0.0261
2019-05-13 2019-03-31 13F LOCKHEED MARTIN CORP COM COM 539830109 142 -22 -13.41 43 0.00 0.0238
2019-02-05 2018-12-31 13F LOCKHEED MARTIN COM COM 539830109 164 32 24.24 43 -6.52 0.0239
2018-11-13 2018-09-30 13F LOCKHEED MARTIN COM COM 539830109 132 -22 -14.29 46 0.00 0.0231
2018-08-13 2018-06-30 13F LOCKHEED MARTIN COM COM 539830109 154 19 14.07 46 0.00 0.0248
2018-05-11 2018-03-31 13F LOCKHEED MARTIN COM COM 539830109 135 0 0.00 46 6.98 0.0269
2018-02-13 2017-12-31 13F LOCKHEED MARTIN COM COM 539830109 135 0 0.00 43 2.38 0.0259
2017-11-13 2017-09-30 13F LOCKHEED MARTIN COM COM 539830109 135 0 0.00 42 10.53 0.0273
2017-08-07 2017-06-30 13F Lockheed Martin COM 539830109 135 0 0.00 38 5.56 0.0239
2017-05-01 2017-03-31 13F LOCKHEED MARTIN COM COM 539830109 135 0 0.00 36 5.88 0.0228
2017-01-19 2016-12-31 13F LOCKHEED MARTIN COM COM 539830109 135 -11,340 -98.82 34 -98.76 0.0234
2016-11-02 2016-09-30 13F LOCKHEED MARTIN COM COM 539830109 11,475 6,177 116.59 2,751 109.20 2.2427
2016-08-10 2016-06-30 13F LOCKHEED MARTIN COM COM 539830109 5,298 66 1.26 1,315 13.46 1.5948
2016-05-12 2016-03-31 13F LOCKHEED MARTIN COM COM 539830109 5,232 4,687 860.00 1,159 882.20 1.8697
2016-01-22 2015-12-31 13F LOCKHEED MARTIN COM COM 539830109 545 410 303.70 118 321.43 0.1338
2015-11-13 2015-09-30 13F LOCKHEED MARTIN COM COM 539830109 135 73 117.74 28 154.55 0.0409
2015-08-11 2015-06-30 13F LOCKHEED MARTIN COM COM 539830109 62 1 1.64 11 -8.33 0.0060
2015-05-14 2015-03-31 13F LOCKHEED MARTIN COM COM 539830109 61 61 0.00 12 0.0070
2015-02-11 2014-12-31 13F Lockheed Martin COM 539830109 0 -60 -100.00 0 -100.00
2014-11-14 2014-09-30 13F Lockheed Martin COM 539830109 60 60 11 0.0071
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.