Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionMcKinley Carter Wealth Services, Inc.
Latest Disclosed Ownership7,426 shares
Latest Disclosed Value $ 4,488,028
McKinley Carter Wealth Services, Inc. reports 2.25% decrease in ownership of LMT / Lockheed Martin Corporation

On April 20, 2026 - McKinley Carter Wealth Services, Inc. filed a 13F-HR form disclosing ownership of 7,426 shares of Lockheed Martin Corporation (MX:LMT) valued at $4,488,028 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 7,597 shares of Lockheed Martin Corporation. This represents a change in shares of -2.25% 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)
2026-04-20 2026-03-31 13F LOCKHEED MARTIN COM 539830109 7,426 -171 -2.25 4,488 22.16 0.2498
2026-02-06 2025-12-31 13F LOCKHEED MARTIN COM 539830109 7,597 169 2.28 3,675 -0.92 0.2053
2025-11-04 2025-09-30 13F LOCKHEED MARTIN COM 539830109 7,428 65 0.88 3,708 8.74 0.1944
2025-07-24 2025-06-30 13F LOCKHEED MARTIN COM 539830109 7,363 681 10.19 3,410 14.28 0.1893
2025-04-15 2025-03-31 13F LOCKHEED MARTIN COM 539830109 6,682 30 0.45 2,985 -7.67 0.1834
2025-01-23 2024-12-31 13F LOCKHEED MARTIN COM 539830109 6,652 57 0.86 3,232 -16.16 0.1978
2024-10-16 2024-09-30 13F LOCKHEED MARTIN COM 539830109 6,595 44 0.67 3,855 25.98 0.2328
2024-08-09 2024-06-30 13F LOCKHEED MARTIN COM 539830109 6,551 124 1.93 3,060 4.69 0.1949
2024-04-26 2024-03-31 13F LOCKHEED MARTIN COM 539830109 6,427 184 2.95 2,924 3.32 0.1954
2024-02-07 2023-12-31 13F LOCKHEED MARTIN COM 539830109 6,243 165 2.71 2,830 13.84 0.2071
2023-10-13 2023-09-30 13F LOCKHEED MARTIN COM 539830109 6,078 -168 -2.69 2,486 -13.57 0.1977
2023-08-03 2023-06-30 13F LOCKHEED MARTIN COM 539830109 6,246 -45 -0.72 2,875 -3.30 0.2158
2023-04-25 2023-03-31 13F LOCKHEED MARTIN COM 539830109 6,291 24 0.38 2,974 -2.46 0.2325
2023-02-08 2022-12-31 13F LOCKHEED MARTIN COM 539830109 6,267 662 11.81 3,049 40.79 0.2583
2022-10-24 2022-09-30 13F LOCKHEED MARTIN COM 539830109 5,605 -333 -5.61 2,165 -15.20 0.2014
2022-07-15 2022-06-30 13F LOCKHEED MARTIN COM 539830109 5,938 191 3.32 2,553 0.63 0.2260
2022-04-27 2022-03-31 13F LOCKHEED MARTIN COM 539830109 5,747 164 2.94 2,537 27.87 0.1985
2022-02-07 2021-12-31 13F LOCKHEED MARTIN COM 539830109 5,583 -108 -1.90 1,984 1.02 0.1480
2021-11-03 2021-09-30 13F LOCKHEED MARTIN COM 539830109 5,691 70 1.25 1,964 -7.66 0.1610
2021-08-12 2021-06-30 13F LOCKHEED MARTIN COM 539830109 5,621 64 1.15 2,127 3.60 0.1760
2021-04-30 2021-03-31 13F LOCKHEED MARTIN COM 539830109 5,557 570 11.43 2,053 15.99 0.1755
2021-02-16 2020-12-31 13F/A-1 LOCKHEED MARTIN COM 539830109 4,987 2,154 76.03 1,770 62.98 0.2320
2021-02-12 2020-12-31 13F LOCKHEED MARTIN COM 539830109 2,893 60 1,027 199,558.5229
2020-10-14 2020-09-30 13F LOCKHEED MARTIN COM 539830109 2,833 103 3.77 1,086 9.04 0.2441
2020-07-20 2020-06-30 13F LOCKHEED MARTIN COM 539830109 2,730 1,510 123.77 996 141.16 0.2441
2020-05-01 2020-03-31 13F LOCKHEED MARTIN COM 539830109 1,220 -3 -0.25 413 -13.24 0.1235
2020-01-23 2019-12-31 13F LOCKHEED MARTIN COM 539830109 1,223 3 0.25 476 0.00 0.1113
2019-11-14 2019-09-30 13F LOCKHEED MARTIN COM 539830109 1,220 125 11.42 476 19.60 0.1217
2019-08-02 2019-06-30 13F LOCKHEED MARTIN COM 539830109 1,095 0 0.00 398 20.97 0.1072
2019-05-08 2019-03-31 13F LOCKHEED MARTIN COM 539830109 1,095 -50 -4.37 329 9.67 0.0923
2019-02-13 2018-12-31 13F LOCKHEED MARTIN COM 539830109 1,145 -29 -2.47 300 -26.11 0.0991
2018-11-06 2018-09-30 13F LOCKHEED MARTIN COM 539830109 1,174 9 0.77 406 18.02 0.1204
2018-12-07 2018-06-30 13F LOCKHEED MARTIN COM 539830109 1,165 1 0.09 344 -12.69 0.1107
2018-05-17 2018-03-31 13F Lockheed Martin COM 539830109 1,164 49 4.39 394 10.06 0.1288
2018-01-31 2017-12-31 13F LOCKHEED MARTIN COM 539830109 1,115 0 0.00 358 3.47 0.1231
2017-10-31 2017-09-30 13F LOCKHEED MARTIN COM 539830109 1,115 1 0.09 346 11.97 0.1328
2017-08-08 2017-06-30 13F LOCKHEED MARTIN COM 539830109 1,114 -190 -14.57 309 -11.46 0.1367
2017-05-10 2017-03-31 13F LOCKHEED MARTIN COM 539830109 1,304 41 3.25 349 10.44 0.1621
2017-02-07 2016-12-31 13F LOCKHEED MARTIN COM 539830109 1,263 131 11.57 316 16.61 0.1597
2016-11-07 2016-09-30 13F LOCKHEED MARTIN COM 539830109 1,132 0 0.00 271 -3.56 0.1397
2016-08-01 2016-06-30 13F LOCKHEED MARTIN COM 539830109 1,132 0 0.00 281 11.95 0.1462
2016-05-13 2016-03-31 13F LOCKHEED MARTIN COM 539830109 1,132 0 0.00 251 2.03 0.1392
2016-02-02 2015-12-31 13F LOCKHEED MARTIN COM 539830109 1,132 0 0.00 246 4.68 0.1409
2015-11-10 2015-09-30 13F LOCKHEED MARTIN COM 539830109 1,132 -62 -5.19 235 5.86 0.1463
2015-08-10 2015-06-30 13F LOCKHEED MARTIN COM 539830109 1,194 183 18.10 222 8.29 0.1204
2015-05-06 2015-03-31 13F LOCKHEED MARTIN COM 539830109 1,011 1,011 205 0.1322
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.