Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership7,074 shares
Latest Disclosed Value $ 4,275,215
AE Wealth Management LLC reports 2.08% increase in ownership of LMT / Lockheed Martin Corporation

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 7,074 shares of Lockheed Martin Corporation (MX:LMT) valued at $4,275,215 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 6,930 shares of Lockheed Martin Corporation. This represents a change in shares of 2.08% 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)
2026-05-13 2026-03-31 13F LOCKHEED MARTIN COM 539830109 7,074 144 2.08 4,275 27.54 0.0007
2026-01-26 2025-12-31 13F LOCKHEED MARTIN COM 539830109 6,930 722 11.63 3,352 8.20 0.0192
2025-11-03 2025-09-30 13F LOCKHEED MARTIN COM 539830109 6,208 78 1.27 3,099 9.16 0.0198
2025-08-06 2025-06-30 13F LOCKHEED MARTIN COM 539830109 6,130 -348 -5.37 2,839 -1.94 0.0207
2025-05-06 2025-03-31 13F LOCKHEED MARTIN COM 539830109 6,478 -3,177 -32.91 2,894 -38.31 0.0243
2025-02-13 2024-12-31 13F LOCKHEED MARTIN COM 539830109 9,655 -359 -3.58 4,692 -19.85 0.0398
2024-11-14 2024-09-30 13F LOCKHEED MARTIN COM 539830109 10,014 -929 -8.49 5,854 14.52 0.0531
2024-08-12 2024-06-30 13F LOCKHEED MARTIN COM 539830109 10,943 5,340 95.31 5,112 100.59 0.0511
2024-05-15 2024-03-31 13F LOCKHEED MARTIN COM 539830109 5,603 -48,898 -89.72 2,549 -89.13 0.0288
2024-02-14 2023-12-31 13F LOCKHEED MARTIN COM 539830109 54,501 8,343 18.07 23,430 24.13 0.1196
2023-10-11 2023-09-30 13F LOCKHEED MARTIN COM 539830109 46,158 -4,552 -8.98 18,877 -19.14 0.1128
2023-07-10 2023-06-30 13F LOCKHEED MARTIN COM 539830109 50,710 -4,847 -8.72 23,346 -11.11 0.1403
2023-04-14 2023-03-31 13F LOCKHEED MARTIN COM 539830109 55,557 -4,911 -8.12 26,263 -10.72 0.1690
2023-01-31 2022-12-31 13F LOCKHEED MARTIN COM 539830109 60,468 1,238 2.09 29,417 28.57 0.2127
2022-10-25 2022-09-30 13F LOCKHEED MARTIN COM 539830109 59,230 -11,144 -15.84 22,880 -24.38 0.1814
2022-08-03 2022-06-30 13F LOCKHEED MARTIN COM 539830109 70,374 14,861 26.77 30,258 23.48 0.2421
2022-04-18 2022-03-31 13F LOCKHEED MARTIN COM 539830109 55,513 2,826 5.36 24,504 30.86 0.1681
2022-01-20 2021-12-31 13F LOCKHEED MARTIN COM 539830109 52,687 4,442 9.21 18,725 12.47 0.1306
2021-11-01 2021-09-30 13F LOCKHEED MARTIN COM 539830109 48,245 3,636 8.15 16,649 -1.36 0.1372
2021-07-21 2021-06-30 13F LOCKHEED MARTIN COM 539830109 44,609 4,255 10.54 16,878 13.19 0.1474
2021-04-27 2021-03-31 13F LOCKHEED MARTIN COM 539830109 40,354 508 1.27 14,911 5.42 0.1505
2021-02-01 2020-12-31 13F LOCKHEED MARTIN COM 539830109 39,846 1,527 3.98 14,144 -3.70 0.1604
2020-11-06 2020-09-30 13F LOCKHEED MARTIN COM 539830109 38,319 -336 -0.87 14,687 4.12 0.2096
2020-08-05 2020-06-30 13F LOCKHEED MARTIN COM 539830109 38,655 11,195 40.77 14,106 51.55 0.2180
2020-05-07 2020-03-31 13F LOCKHEED MARTIN COM 539830109 27,460 5,331 24.09 9,308 8.02 0.2139
2020-01-15 2019-12-31 13F LOCKHEED MARTIN COM 539830109 22,129 2,577 13.18 8,617 13.00 0.1870
2019-11-05 2019-09-30 13F LOCKHEED MARTIN COM 539830109 19,552 2,252 13.02 7,626 21.26 0.2204
2019-07-22 2019-06-30 13F LOCKHEED MARTIN COM 539830109 17,300 2,606 17.74 6,289 42.61 0.1889
2019-05-14 2019-03-31 13F LOCKHEED MARTIN COM 539830109 14,694 -142 -0.96 4,410 13.51 0.3064
2019-02-14 2018-12-31 13F LOCKHEED MARTIN COM 539830109 14,836 246 1.69 3,885 -23.02 0.6650
2018-11-13 2018-09-30 13F LOCKHEED MARTIN COM 539830109 14,590 4,637 46.59 5,047 71.61 0.2777
2018-08-14 2018-06-30 13F LOCKHEED MARTIN COM 539830109 9,953 1,213 13.88 2,941 -0.41 0.2001
2018-05-14 2018-03-31 13F LOCKHEED MARTIN COM 539830109 8,740 1,107 14.50 2,953 20.53 0.2279
2018-02-06 2017-12-31 13F LOCKHEED MARTIN COM 539830109 7,633 -785 -9.33 2,450 -6.20 0.2162
2017-11-08 2017-09-30 13F LOCKHEED MARTIN COM 539830109 8,418 2,926 53.28 2,612 71.28 0.2424
2017-08-11 2017-06-30 13F LOCKHEED MARTIN COM 539830109 5,492 2,112 62.49 1,525 68.69 0.1820
2017-05-10 2017-03-31 13F LOCKHEED MARTIN COM 539830109 3,380 3,380 904 0.1676
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.