Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionWedmont Private Capital
Latest Disclosed Ownership2,754 shares
Latest Disclosed Value $ 1,731,049
Wedmont Private Capital reports 8.20% decrease in ownership of LMT / Lockheed Martin Corporation

On April 9, 2026 - Wedmont Private Capital filed a 13F-HR form disclosing ownership of 2,754 shares of Lockheed Martin Corporation (MX:LMT) valued at $1,731,049 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 3,000 shares of Lockheed Martin Corporation. This represents a change in shares of -8.20% 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)
2026-04-09 2026-03-31 13F LOCKHEED MARTIN COM 539830109 2,754 -246 -8.20 1,731 16.17 0.0558
2026-01-08 2025-12-31 13F LOCKHEED MARTIN COM 539830109 3,000 598 24.90 1,491 21.43 0.0518
2025-10-08 2025-09-30 13F LOCKHEED MARTIN COM 539830109 2,402 -514 -17.63 1,228 -9.11 0.0456
2025-07-10 2025-06-30 13F LOCKHEED MARTIN COM 539830109 2,916 204 7.52 1,350 4.81 0.0576
2025-04-14 2025-03-31 13F LOCKHEED MARTIN COM 539830109 2,712 -272 -9.12 1,288 -7.74 0.0660
2025-01-13 2024-12-31 13F LOCKHEED MARTIN COM 539830109 2,984 91 3.15 1,397 -20.27 0.0737
2024-10-08 2024-09-30 13F LOCKHEED MARTIN COM 539830109 2,893 274 10.46 1,752 44.23 0.1000
2024-07-15 2024-06-30 13F LOCKHEED MARTIN COM 539830109 2,619 422 19.21 1,215 23.50 0.0764
2024-04-10 2024-03-31 13F LOCKHEED MARTIN COM 539830109 2,197 -277 -11.20 983 -13.32 0.0718
2024-01-09 2023-12-31 13F LOCKHEED MARTIN COM 539830109 2,474 495 25.01 1,135 31.40 0.0928
2023-10-10 2023-09-30 13F LOCKHEED MARTIN COM 539830109 1,979 -577 -22.57 864 -27.23 0.0874
2023-07-17 2023-06-30 13F LOCKHEED MARTIN COM 539830109 2,556 118 4.84 1,187 -2.06 0.1278
2023-04-11 2023-03-31 13F LOCKHEED MARTIN COM 539830109 2,438 188 8.36 1,211 13.82 0.1598
2023-01-09 2022-12-31 13F LOCKHEED MARTIN COM 539830109 2,250 89 4.12 1,065 27.43 0.1594
2022-10-03 2022-09-30 13F LOCKHEED MARTIN COM 539830109 2,161 381 21.40 835 9.15 0.1678
2022-07-11 2022-06-30 13F LOCKHEED MARTIN COM 539830109 1,780 -1,362 -43.35 765 -45.16 0.1649
2022-04-05 2022-03-31 13F LOCKHEED MARTIN COM 539830109 3,142 2,120 207.44 1,395 273.99 0.3111
2022-01-14 2021-12-31 13F LOCKHEED MARTIN COM 539830109 1,022 1,022 373 0.1150
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.