Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionWharton Business Group, LLC
Latest Disclosed Ownership410 shares
Latest Disclosed Value $ 247,800
Wharton Business Group, LLC reports 70.29% decrease in ownership of LMT / Lockheed Martin Corporation

On May 7, 2026 - Wharton Business Group, LLC filed a 13F-HR form disclosing ownership of 410 shares of Lockheed Martin Corporation (MX:LMT) valued at $247,800 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,380 shares of Lockheed Martin Corporation. This represents a change in shares of -70.29% 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)
2026-05-07 2026-03-31 13F LOCKHEED MARTIN COM 539830109 410 -970 -70.29 248 -62.97 0.0094
2026-02-11 2025-12-31 13F LOCKHEED MARTIN COM 539830109 1,380 -115 -7.69 667 -10.59 0.0254
2025-11-10 2025-09-30 13F LOCKHEED MARTIN COM 539830109 1,495 0 0.00 746 0.0326
2025-08-14 2025-06-30 13F LOCKHEED MARTIN COM 539830109 1,495 0 0.00 1 0.0292
2025-05-09 2025-03-31 13F LOCKHEED MARTIN COM 539830109 1,495 0 0.00 1 0.0302
2025-02-04 2024-12-31 13F LOCKHEED MARTIN COM 539830109 1,495 0 0.00 1 0.0328
2024-11-07 2024-09-30 13F LOCKHEED MARTIN COM 539830109 1,495 0 0.00 1 0.0393
2024-08-12 2024-06-30 13F LOCKHEED MARTIN COM 539830109 1,495 -124 -7.66 1 0.0361
2024-05-13 2024-03-31 13F LOCKHEED MARTIN COM 539830109 1,619 0 0.00 1 0.0354
2024-02-07 2023-12-31 13F LOCKHEED MARTIN COM 539830109 1,619 0 0.00 1 0.0369
2023-11-06 2023-09-30 13F LOCKHEED MARTIN COM 539830109 1,619 0 0.00 1 0.0368
2023-08-07 2023-06-30 13F LOCKHEED MARTIN COM 539830109 1,619 0 0.00 1 0.0491
2023-05-04 2023-03-31 13F LOCKHEED MARTIN COM 539830109 1,619 0 0.00 1 0.0459
2023-02-13 2022-12-31 13F LOCKHEED MARTIN COM 539830109 1,619 0 0.00 1 -100.00 0.0457
2022-10-31 2022-09-30 13F LOCKHEED MARTIN COM 539830109 1,619 0 0.00 625 -10.20 0.0423
2022-08-09 2022-06-30 13F LOCKHEED MARTIN COM 539830109 1,619 0 0.00 696 -2.66 0.0460
2022-05-18 2022-03-31 13F/A-1 LOCKHEED MARTIN COM 539830109 1,619 -150 -8.48 715 13.67 0.0434
2022-05-11 2022-03-31 13F LOCKHEED MARTIN COM 539830109 1,769 0 629 0.0388
2022-02-10 2021-12-31 13F LOCKHEED MARTIN COM 539830109 1,769 1,769 629 0.0388
2021-11-09 2021-09-30 13F LOCKHEED MARTIN COM 539830109 0 -1,769 -100.00 0 -100.00
2021-08-11 2021-06-30 13F LOCKHEED MARTIN COM 539830109 1,769 0 0.00 669 2.29 0.0522
2021-05-10 2021-03-31 13F LOCKHEED MARTIN COM 539830109 1,769 19 1.09 654 5.31 0.0511
2021-02-11 2020-12-31 13F LOCKHEED MARTIN COM 539830109 1,750 0 0.00 621 -7.45 0.0509
2020-11-06 2020-09-30 13F LOCKHEED MARTIN COM 539830109 1,750 0 0.00 671 5.01 0.0619
2020-08-11 2020-06-30 13F LOCKHEED MARTIN COM 539830109 1,750 -3 -0.17 639 7.58 0.0616
2020-04-27 2020-03-31 13F LOCKHEED MARTIN COM 539830109 1,753 -442 -20.14 594 -30.53 0.0671
2020-02-04 2019-12-31 13F LOCKHEED MARTIN COM 539830109 2,195 -260 -10.59 855 -10.75 0.0795
2019-10-30 2019-09-30 13F LOCKHEED MARTIN COM 539830109 2,455 0 0.00 958 7.40 0.0960
2019-08-08 2019-06-30 13F LOCKHEED MARTIN COM 539830109 2,455 0 0.00 892 21.03 0.0909
2019-05-01 2019-03-31 13F LOCKHEED MARTIN COM 539830109 2,455 0 0.00 737 14.62 0.0763
2019-02-08 2018-12-31 13F LOCKHEED MARTIN COM 539830109 2,455 0 0.00 643 -24.26 0.0758
2018-11-06 2018-09-30 13F LOCKHEED MARTIN COM 539830109 2,455 -14 -0.57 849 16.46 0.0843
2018-08-09 2018-06-30 13F LOCKHEED MARTIN COM 539830109 2,469 0 0.00 729 -12.59 0.0759
2018-05-03 2018-03-31 13F LOCKHEED MARTIN COM 539830109 2,469 -126 -4.86 834 0.12 0.0862
2018-02-09 2017-12-31 13F LOCKHEED MARTIN COM 539830109 2,595 0 0.00 833 3.48 0.0864
2017-11-02 2017-09-30 13F LOCKHEED MARTIN COM 539830109 2,595 0 0.00 805 11.81 0.0851
2017-08-10 2017-06-30 13F LOCKHEED MARTIN COM 539830109 2,595 -540 -17.22 720 -14.18 0.0767
2017-05-08 2017-03-31 13F LOCKHEED MARTIN COM 539830109 3,135 -1,005 -24.28 839 -18.94 0.0897
2017-02-10 2016-12-31 13F LOCKHEED MARTIN COM 539830109 4,140 0 0.00 1,035 4.33 0.1226
2016-11-10 2016-09-30 13F LOCKHEED MARTIN COM 539830109 4,140 -2,385 -36.55 992 -38.73 0.1223
2016-08-08 2016-06-30 13F LOCKHEED MARTIN COM 539830109 6,525 -7,800 -54.45 1,619 -48.98 0.1916
2016-05-12 2016-03-31 13F LOCKHEED MARTIN COM 539830109 14,325 -4,080 -22.17 3,173 -20.62 0.3505
2016-02-09 2015-12-31 13F LOCKHEED MARTIN COM 539830109 18,405 13,405 268.10 3,997 285.44 0.3954
2015-11-09 2015-09-30 13F LOCKHEED MARTIN COM 539830109 5,000 -235 -4.49 1,037 6.58 0.1024
2015-08-10 2015-06-30 13F LOCKHEED MARTIN COM 539830109 5,235 -1,150 -18.01 973 -24.92 0.0645
2015-05-14 2015-03-31 13F LOCKHEED MARTIN COM 539830109 6,385 -61,385 -90.58 1,296 -90.07 0.1068
2015-02-12 2014-12-31 13F LOCKHEED MARTIN COM 539830109 67,770 1,210 1.82 13,050 7.27 1.0803
2014-11-12 2014-09-30 13F LOCKHEED MARTIN COM 539830109 66,560 11,635 21.18 12,166 37.81 1.0814
2014-08-11 2014-06-30 13F LOCKHEED MARTIN COM 539830109 54,925 2,340 4.45 8,828 2.84 0.9741
2014-05-15 2014-03-31 13F LOCKHEED MARTIN COM 539830109 52,585 28,380 117.25 8,584 138.58 0.6920
2014-02-07 2013-12-31 13F LOCKHEED MARTIN COM 539830109 24,205 14,090 139.30 3,598 178.91 0.3032
2013-11-13 2013-09-30 13F LOCKHEED MARTIN COM 539830109 10,115 1,905 23.20 1,290 44.94 0.1087
2013-08-12 2013-06-30 13F LOCKHEED MARTIN COM 539830109 8,210 8,210 890 0.0776
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.