Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionMycio Wealth Partners, Llc
Latest Disclosed Ownership5,240 shares
Latest Disclosed Value $ 3,167,004
Mycio Wealth Partners, Llc ownership in LMT / Lockheed Martin Corporation

On April 29, 2026 - Mycio Wealth Partners, Llc filed a 13F-HR form disclosing ownership of 5,240 shares of Lockheed Martin Corporation (MX:LMT) valued at $3,167,004 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 5,240 shares of Lockheed Martin Corporation. This represents a change in shares of 0.00% 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)
2026-04-29 2026-03-31 13F LOCKHEED MARTIN COM 539830109 5,240 0 0.00 3,167 24.98 0.6312
2026-02-10 2025-12-31 13F LOCKHEED MARTIN COM 539830109 5,240 10 0.19 2,534 -2.91 0.5247
2025-11-12 2025-09-30 13F LOCKHEED MARTIN COM 539830109 5,230 0 0.00 2,611 7.76 0.6040
2025-07-31 2025-06-30 13F LOCKHEED MARTIN COM 539830109 5,230 0 0.00 2,422 3.68 0.5596
2025-05-07 2025-03-31 13F LOCKHEED MARTIN COM 539830109 5,230 0 0.00 2,336 -8.07 0.5510
2025-01-30 2024-12-31 13F LOCKHEED MARTIN COM 539830109 5,230 0 0.00 2,541 -16.88 0.6091
2024-10-25 2024-09-30 13F LOCKHEED MARTIN COM 539830109 5,230 0 0.00 3,057 25.18 0.7012
2024-08-12 2024-06-30 13F LOCKHEED MARTIN COM 539830109 5,230 0 0.00 2,443 2.69 0.6240
2024-05-08 2024-03-31 13F LOCKHEED MARTIN COM 539830109 5,230 0 0.00 2,379 0.34 0.5997
2024-01-30 2023-12-31 13F LOCKHEED MARTIN COM 539830109 5,230 0 0.00 2,370 10.85 0.6658
2023-11-07 2023-09-30 13F LOCKHEED MARTIN COM 539830109 5,230 50 0.97 2,139 -10.32 0.6393
2023-08-04 2023-06-30 13F LOCKHEED MARTIN COM 539830109 5,180 0 0.00 2,385 -2.61 0.7489
2023-05-09 2023-03-31 13F LOCKHEED MARTIN COM 539830109 5,180 0 0.00 2,449 -2.86 0.8598
2023-01-25 2022-12-31 13F LOCKHEED MARTIN COM 539830109 5,180 0 0.00 2,520 25.94 0.8253
2022-11-14 2022-09-30 13F LOCKHEED MARTIN COM 539830109 5,180 0 0.00 2,001 -10.15 0.7805
2022-08-02 2022-06-30 13F LOCKHEED MARTIN COM 539830109 5,180 0 0.00 2,227 -2.58 0.8230
2022-05-09 2022-03-31 13F LOCKHEED MARTIN COM 539830109 5,180 -170 -3.18 2,286 20.25 0.7277
2022-02-08 2021-12-31 13F LOCKHEED MARTIN COM 539830109 5,350 0 0.00 1,901 2.98 0.6283
2021-11-10 2021-09-30 13F LOCKHEED MARTIN COM 539830109 5,350 0 0.00 1,846 -8.79 0.6784
2021-08-09 2021-06-30 13F LOCKHEED MARTIN COM 539830109 5,350 0 0.00 2,024 2.38 0.8231
2021-05-17 2021-03-31 13F LOCKHEED MARTIN COM 539830109 5,350 0 0.00 1,977 4.11 0.8815
2021-02-09 2020-12-31 13F LOCKHEED MARTIN COM 539830109 5,350 0 0.00 1,899 -7.41 1.0335
2020-11-12 2020-09-30 13F LOCKHEED MARTIN COM 539830109 5,350 0 0.00 2,051 5.07 1.4058
2020-08-13 2020-06-30 13F LOCKHEED MARTIN COM 539830109 5,350 0 0.00 1,952 7.67 1.3506
2020-05-14 2020-03-31 13F LOCKHEED MARTIN COM 539830109 5,350 -34,447 -86.56 1,813 -88.30 1.2207
2020-02-13 2019-12-31 13F LOCKHEED MARTIN COM 539830109 39,797 24,321 157.15 15,496 156.68 1.0076
2019-11-12 2019-09-30 13F LOCKHEED MARTIN COM 539830109 15,476 8,082 109.30 6,037 124.59 0.4476
2019-08-05 2019-06-30 13F LOCKHEED MARTIN COM 539830109 7,394 164 2.27 2,688 23.87 0.2110
2019-04-18 2019-03-31 13F LOCKHEED MARTIN COM 539830109 7,230 12 0.17 2,170 14.81 0.1796
2019-01-22 2018-12-31 13F LOCKHEED MARTIN COM 539830109 7,218 0 0.00 1,890 -24.31 0.1757
2018-10-25 2018-09-30 13F LOCKHEED MARTIN COM 539830109 7,218 0 0.00 2,497 17.12 0.2422
2018-07-19 2018-06-30 13F LOCKHEED MARTIN COM 539830109 7,218 -478 -6.21 2,132 -18.03 0.2204
2018-04-27 2018-03-31 13F LOCKHEED MARTIN COM 539830109 7,696 27 0.35 2,601 5.65 0.2934
2018-01-30 2017-12-31 13F LOCKHEED MARTIN COM 539830109 7,669 0 0.00 2,462 3.45 0.2658
2017-10-19 2017-09-30 13F LOCKHEED MARTIN COM 539830109 7,669 -11 -0.14 2,380 11.63 0.2696
2017-08-10 2017-06-30 13F/A-1 LOCKHEED MARTIN COM 539830109 7,680 -44 -0.57 2,132 3.14 0.2494
2017-08-08 2017-06-30 13F LOCKHEED MARTIN COM 539830109 7,724 0 2,067
2017-04-25 2017-03-31 13F LOCKHEED MARTIN COM 539830109 7,724 169 2.24 2,067 9.48 0.2536
2017-02-01 2016-12-31 13F LOCKHEED MARTIN COM 539830109 7,555 531 7.56 1,888 12.11 0.2530
2016-11-03 2016-09-30 13F LOCKHEED MARTIN COM 539830109 7,024 0 0.00 1,684 -3.38 0.2778
2016-08-10 2016-06-30 13F LOCKHEED MARTIN COM 539830109 7,024 0 0.00 1,743 12.02 0.2986
2016-05-11 2016-03-31 13F LOCKHEED MARTIN COM 539830109 7,024 7 0.10 1,556 2.10 0.2764
2016-02-05 2015-12-31 13F LOCKHEED MARTIN COM 539830109 7,017 -20 -0.28 1,524 4.46 0.2720
2015-11-06 2015-09-30 13F LOCKHEED MARTIN COM 539830109 7,037 20 0.29 1,459 11.89 0.2987
2015-08-10 2015-06-30 13F LOCKHEED MARTIN COM 539830109 7,017 405 6.13 1,304 -2.83 0.2534
2015-05-12 2015-03-31 13F LOCKHEED MARTIN COM 539830109 6,612 6,612 0.00 1,342 0.2731
2015-02-05 2014-12-31 13F LOCKHEED MARTIN COM 539830109 0 -9,660 -100.00 0 -100.00
2014-11-13 2014-09-30 13F LOCKHEED MARTIN COM 539830109 9,660 258 2.74 1,766 16.88 0.4135
2014-08-11 2014-06-30 13F LOCKHEED MARTIN COM 539830109 9,402 -1,898 -16.80 1,511 -18.10 0.3429
2014-05-13 2014-03-31 13F LOCKHEED MARTIN COM 539830109 11,300 40 0.36 1,845 10.22 0.4499
2014-02-11 2013-12-31 13F LOCKHEED MARTIN COM 539830109 11,260 44 0.39 1,674 16.98 0.4158
2013-11-14 2013-09-30 13F LOCKHEED MARTIN COM 539830109 11,216 5,671 102.27 1,431 138.10 0.3893
2013-08-07 2013-06-30 13F LOCKHEED MARTIN COM 539830109 5,545 5,545 601 0.1664
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.