Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership12,293 shares
Latest Disclosed Value $ 7,430,018
Wealthcare Advisory Partners LLC reports 0.22% increase in ownership of LMT / Lockheed Martin Corporation

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 12,293 shares of Lockheed Martin Corporation (MX:LMT) valued at $7,430,018 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 12,266 shares of Lockheed Martin Corporation. This represents a change in shares of 0.22% 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)
2026-04-14 2026-03-31 13F LOCKHEED MARTIN COM 539830109 12,293 27 0.22 7,430 25.25 0.1445
2026-01-14 2025-12-31 13F LOCKHEED MARTIN COM 539830109 12,266 796 6.94 5,933 3.62 0.1165
2025-11-07 2025-09-30 13F LOCKHEED MARTIN COM 539830109 11,470 579 5.32 5,726 13.50 0.1193
2025-07-22 2025-06-30 13F LOCKHEED MARTIN COM 539830109 10,891 58 0.54 5,044 4.24 0.1151
2025-04-15 2025-03-31 13F LOCKHEED MARTIN COM 539830109 10,833 314 2.99 4,839 -5.32 0.1298
2025-01-15 2024-12-31 13F LOCKHEED MARTIN COM 539830109 10,519 139 1.34 5,111 -15.76 0.1419
2024-11-04 2024-09-30 13F LOCKHEED MARTIN COM 539830109 10,380 -34 -0.33 6,068 24.73 0.1729
2024-08-12 2024-06-30 13F LOCKHEED MARTIN COM 539830109 10,414 733 7.57 4,864 10.47 0.1520
2024-04-15 2024-03-31 13F LOCKHEED MARTIN COM 539830109 9,681 1,291 15.39 4,404 15.81 0.1444
2024-02-06 2023-12-31 13F LOCKHEED MARTIN COM 539830109 8,390 -52 -0.62 3,803 10.14 0.1512
2023-10-12 2023-09-30 13F LOCKHEED MARTIN COM 539830109 8,442 -33 -0.39 3,452 -11.51 0.1586
2023-07-17 2023-06-30 13F LOCKHEED MARTIN COM 539830109 8,475 -667 -7.30 3,902 -9.72 0.1745
2023-05-04 2023-03-31 13F LOCKHEED MARTIN COM 539830109 9,142 934 11.38 4,322 8.24 0.1857
2023-02-13 2022-12-31 13F LOCKHEED MARTIN COMMON 539830109 8,208 404 5.18 3,993 32.40 0.1908
2022-11-14 2022-09-30 13F LOCKHEED MARTIN COMMON 539830109 7,804 1,789 29.74 3,015 16.59 0.1720
2022-08-15 2022-06-30 13F LOCKHEED MARTIN COMMON 539830109 6,015 375 6.65 2,586 3.90 0.1565
2022-04-15 2022-03-31 13F LOCKHEED MARTIN COMMON 539830109 5,640 -510 -8.29 2,489 13.86 0.1512
2022-02-11 2021-12-31 13F LOCKHEED MARTIN COMMON 539830109 6,150 832 15.64 2,186 19.13 0.1307
2021-11-15 2021-09-30 13F LOCKHEED MARTIN Equity 539830109 5,318 55 1.05 1,835 -7.84 0.1200
2021-08-16 2021-06-30 13F LOCKHEED MARTIN COMMON 539830109 5,263 290 5.83 1,991 8.32 0.1333
2021-04-30 2021-03-31 13F LOCKHEED MARTIN COMMON 539830109 4,973 976 24.42 1,838 29.53 0.1331
2021-02-12 2020-12-31 13F LOCKHEED MARTIN COMMON 539830109 3,997 685 20.68 1,419 11.82 0.1260
2020-10-29 2020-09-30 13F LOCKHEED MARTIN COMMON 539830109 3,312 215 6.94 1,269 12.30 0.1392
2020-07-29 2020-06-30 13F LOCKHEED MARTIN COMMON 539830109 3,097 92 3.06 1,130 10.89 0.1408
2020-04-29 2020-03-31 13F LOCKHEED MARTIN COMMON 539830109 3,005 119 4.12 1,019 -9.34 0.1494
2020-01-29 2019-12-31 13F LOCKHEED MARTIN COMMON 539830109 2,886 64 2.27 1,124 2.09 0.1429
2019-10-16 2019-09-30 13F LOCKHEED MARTIN COMMON 539830109 2,822 47 1.69 1,101 9.12 0.1598
2019-07-30 2019-06-30 13F LOCKHEED MARTIN COMMON 539830109 2,775 45 1.65 1,009 23.20 0.1598
2019-05-13 2019-03-31 13F LOCKHEED MARTIN COMMON 539830109 2,730 -102 -3.60 819 10.38 0.1397
2019-02-14 2018-12-31 13F LOCKHEED MARTIN COMMON 539830109 2,832 38 1.36 742 -23.27 0.1440
2018-11-14 2018-09-30 13F LOCKHEED MARTIN COMMON 539830109 2,794 38 1.38 967 18.80 0.1776
2018-08-13 2018-06-30 13F LOCKHEED MARTIN COMMON 539830109 2,756 48 1.77 814 -11.04 0.1596
2018-05-14 2018-03-31 13F LOCKHEED MARTIN COMMON 539830109 2,708 -183 -6.33 915 -1.40 0.2067
2018-02-14 2017-12-31 13F LOCKHEED MARTIN COMMON 539830109 2,891 332 12.97 928 16.88 0.2386
2017-11-15 2017-09-30 13F LOCKHEED MARTIN COMMON 539830109 2,559 2,559 794 0.2359
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.