Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership2,460 shares
Latest Disclosed Value $ 1,486,860
Institute for Wealth Management, LLC. reports 0.49% decrease in ownership of LMT / Lockheed Martin Corporation

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 2,460 shares of Lockheed Martin Corporation (MX:LMT) valued at $1,486,860 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 2,472 shares of Lockheed Martin Corporation. This represents a change in shares of -0.49% 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)
2026-05-14 2026-03-31 13F LOCKHEED MARTIN COM 539830109 2,460 -12 -0.49 1,487 24.35 0.1584
2026-01-27 2025-12-31 13F LOCKHEED MARTIN COM 539830109 2,472 -55 -2.18 1,196 -5.23 0.1267
2025-10-17 2025-09-30 13F LOCKHEED MARTIN COM 539830109 2,527 -28 -1.10 1,261 6.59 0.1314
2025-07-18 2025-06-30 13F LOCKHEED MARTIN COM 539830109 2,555 -23 -0.89 1,184 2.78 0.1320
2025-04-21 2025-03-31 13F LOCKHEED MARTIN COM 539830109 2,578 0 0.00 1,152 -8.07 0.1478
2025-01-23 2024-12-31 13F LOCKHEED MARTIN COM 539830109 2,578 11 0.43 1,253 -16.53 0.1569
2024-11-12 2024-09-30 13F LOCKHEED MARTIN COM 539830109 2,567 -34 -1.31 1,501 23.46 0.1894
2024-07-25 2024-06-30 13F LOCKHEED MARTIN COM 539830109 2,601 -20 -0.76 1,215 1.93 0.1629
2024-04-30 2024-03-31 13F LOCKHEED MARTIN COM 539830109 2,621 -71 -2.64 1,192 -2.30 0.1537
2024-01-31 2023-12-31 13F LOCKHEED MARTIN COM 539830109 2,692 -124 -4.40 1,220 5.99 0.1980
2023-10-13 2023-09-30 13F LOCKHEED MARTIN COM 539830109 2,816 0 0.00 1,152 -11.19 0.2077
2023-07-25 2023-06-30 13F LOCKHEED MARTIN COM 539830109 2,816 -96 -3.30 1,296 -5.81 0.2187
2023-04-20 2023-03-31 13F LOCKHEED MARTIN COM 539830109 2,912 -15 -0.51 1,377 -3.37 0.2629
2023-02-02 2022-12-31 13F LOCKHEED MARTIN COM 539830109 2,927 66 2.31 1,424 28.87 0.2994
2022-10-18 2022-09-30 13F LOCKHEED MARTIN COM 539830109 2,861 74 2.66 1,105 -7.76 0.2479
2022-07-25 2022-06-30 13F LOCKHEED MARTIN COM 539830109 2,787 147 5.57 1,198 2.83 0.2352
2022-04-29 2022-03-31 13F LOCKHEED MARTIN COM 539830109 2,640 128 5.10 1,165 30.46 0.1885
2022-01-21 2021-12-31 13F LOCKHEED MARTIN COM 539830109 2,512 85 3.50 893 6.56 0.1455
2021-11-15 2021-09-30 13F LOCKHEED MARTIN COM 539830109 2,427 147 6.45 838 -2.90 0.1471
2021-07-21 2021-06-30 13F LOCKHEED MARTIN COM 539830109 2,280 36 1.60 863 4.10 0.1515
2021-05-04 2021-03-31 13F LOCKHEED MARTIN COM 539830109 2,244 239 11.92 829 16.43 0.1576
2021-02-01 2020-12-31 13F LOCKHEED MARTIN COM 539830109 2,005 249 14.18 712 5.79 0.1415
2020-11-03 2020-09-30 13F LOCKHEED MARTIN COM 539830109 1,756 -50 -2.77 673 2.12 0.1536
2020-07-30 2020-06-30 13F LOCKHEED MARTIN COM 539830109 1,806 -9 -0.50 659 7.15 0.1613
2020-04-29 2020-03-31 13F LOCKHEED MARTIN COM 539830109 1,815 2 0.11 615 -12.89 0.1896
2020-02-27 2019-12-31 13F/A-1 LOCKHEED MARTIN COM 539830109 1,813 10 0.55 706 0.43 0.1594
2020-01-27 2019-12-31 13F LOCKHEED MARTIN COM 539830109 706 -1,097 706 163,947.3696
2019-10-28 2019-09-30 13F LOCKHEED MARTIN COM 539830109 1,803 -1,496 -45.35 703 -41.37 0.1772
2019-08-02 2019-06-30 13F LOCKHEED MARTIN COM 539830109 3,299 -441 -11.79 1,199 6.77 0.2654
2019-05-15 2019-03-31 13F LOCKHEED MARTIN COM 539830109 3,740 3,740 1,123 0.2441
2017-11-14 2017-09-30 13F LOCKHEED MARTIN COM 539830109 0 -3,729 -100.00 0 -100.00
2017-08-14 2017-06-30 13F LOCKHEED MARTIN COM 539830109 3,729 3,729 1,037 0.2853
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.