Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionPettyjohn, Wood & White, Inc
Latest Disclosed Ownership1,107 shares
Latest Disclosed Value $ 669,060
Pettyjohn, Wood & White, Inc reports 0.45% increase in ownership of LMT / Lockheed Martin Corporation

On May 15, 2026 - Pettyjohn, Wood & White, Inc filed a 13F-HR form disclosing ownership of 1,107 shares of Lockheed Martin Corporation (MX:LMT) valued at $669,060 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,102 shares of Lockheed Martin Corporation. This represents a change in shares of 0.45% 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)
2026-05-15 2026-03-31 13F LOCKHEED MARTIN COM 539830109 1,107 5 0.45 669 25.52 0.1066
2026-02-11 2025-12-31 13F LOCKHEED MARTIN COM 539830109 1,102 -9 -0.81 533 -3.79 0.0835
2025-11-13 2025-09-30 13F LOCKHEED MARTIN COM 539830109 1,111 42 3.93 555 11.92 0.0916
2025-08-12 2025-06-30 13F LOCKHEED MARTIN COM 539830109 1,069 0 0.00 495 3.77 0.0884
2025-05-08 2025-03-31 13F LOCKHEED MARTIN COM 539830109 1,069 -422 -28.30 478 -34.12 0.0915
2025-02-05 2024-12-31 13F LOCKHEED MARTIN COM 539830109 1,491 0 0.00 725 -16.88 0.1328
2024-11-12 2024-09-30 13F LOCKHEED MARTIN COM 539830109 1,491 0 0.00 872 25.14 0.1605
2024-08-14 2024-06-30 13F LOCKHEED MARTIN COM 539830109 1,491 32 2.19 696 4.98 0.1352
2024-05-08 2024-03-31 13F LOCKHEED MARTIN COM 539830109 1,459 0 0.00 664 0.30 0.1321
2024-02-14 2023-12-31 13F LOCKHEED MARTIN COM 539830109 1,459 15 1.04 661 12.03 0.1432
2023-11-14 2023-09-30 13F LOCKHEED MARTIN COM 539830109 1,444 0 0.00 591 -11.14 0.1394
2023-08-10 2023-06-30 13F LOCKHEED MARTIN COM 539830109 1,444 -25 -1.70 665 -4.32 0.1530
2023-04-25 2023-03-31 13F LOCKHEED MARTIN COM 539830109 1,469 0 0.00 694 0.1697
2023-02-02 2022-12-31 13F LOCKHEED MARTIN COM 539830109 1,469 0 0.00 1 -100.00 0.1782
2022-10-28 2022-09-30 13F LOCKHEED MARTIN COM 539830109 1,469 0 0.00 567 -10.28 0.1512
2022-08-08 2022-06-30 13F/A-1 LOCKHEED MARTIN COM 539830109 1,469 560 61.61 632 57.61 0.1495
2022-08-08 2022-06-30 13F LOCKHEED MARTIN COM 539830109 1,469 560 632 0.1495
2022-04-22 2022-03-31 13F LOCKHEED MARTIN COM 539830109 909 -8 -0.87 401 23.01 0.0857
2022-02-04 2021-12-31 13F LOCKHEED MARTIN COM 539830109 917 0 0.00 326 3.16 0.0672
2021-11-08 2021-09-30 13F LOCKHEED MARTIN COM 539830109 917 0 0.00 316 -8.93 0.0702
2021-08-03 2021-06-30 13F LOCKHEED MARTIN COM 539830109 917 -6 -0.65 347 1.76 0.0777
2021-05-10 2021-03-31 13F LOCKHEED MARTIN COM 539830109 923 0 0.00 341 3.96 0.0809
2021-02-04 2020-12-31 13F LOCKHEED MARTIN COM 539830109 923 0 0.00 328 -7.34 0.0837
2020-10-26 2020-09-30 13F LOCKHEED MARTIN COM 539830109 923 6 0.65 354 5.67 0.1035
2020-08-04 2020-06-30 13F LOCKHEED MARTIN COM 539830109 917 0 0.00 335 7.72 0.1071
2020-04-20 2020-03-31 13F LOCKHEED MARTIN COM 539830109 917 90 10.88 311 -3.42 0.1160
2020-02-11 2019-12-31 13F LOCKHEED MARTIN COM 539830109 827 0 0.00 322 -0.31 0.0926
2019-11-04 2019-09-30 13F LOCKHEED MARTIN COM 539830109 827 0 0.00 323 7.31 0.0981
2019-08-02 2019-06-30 13F LOCKHEED MARTIN COM 539830109 827 827 301 0.0932
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.