Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionWhitener Capital Management, Inc.
Latest Disclosed Ownership883 shares
Latest Disclosed Value $ 533,676
Whitener Capital Management, Inc. reports 5.36% decrease in ownership of LMT / Lockheed Martin Corporation

On April 16, 2026 - Whitener Capital Management, Inc. filed a 13F-HR form disclosing ownership of 883 shares of Lockheed Martin Corporation (MX:LMT) valued at $533,676 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 933 shares of Lockheed Martin Corporation. This represents a change in shares of -5.36% 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)
2026-04-16 2026-03-31 13F LOCKHEED MARTIN COM 539830109 883 -50 -5.36 534 18.18 0.1217
2026-01-23 2025-12-31 13F LOCKHEED MARTIN COM 539830109 933 -50 -5.09 451 -7.96 0.1027
2025-10-15 2025-09-30 13F LOCKHEED MARTIN COM 539830109 983 -10 -1.01 491 6.75 0.1175
2025-07-14 2025-06-30 13F LOCKHEED MARTIN COM 539830109 993 -82 -7.63 460 -4.37 0.1218
2025-05-01 2025-03-31 13F LOCKHEED MARTIN COM 539830109 1,075 -602 -35.90 480 -41.03 0.1359
2025-01-15 2024-12-31 13F LOCKHEED MARTIN COM 539830109 1,677 100 6.34 815 -11.62 0.2283
2024-10-29 2024-09-30 13F LOCKHEED MARTIN COM 539830109 1,577 105 7.13 922 34.06 0.2615
2024-07-17 2024-06-30 13F LOCKHEED MARTIN COM 539830109 1,472 255 20.95 688 24.23 0.2082
2024-04-16 2024-03-31 13F LOCKHEED MARTIN COM 539830109 1,217 184 17.81 554 18.16 0.1812
2024-01-10 2023-12-31 13F LOCKHEED MARTIN COM 539830109 1,033 328 46.52 468 62.50 0.1694
2023-11-02 2023-09-30 13F LOCKHEED MARTIN COM 539830109 705 180 34.29 288 19.50 0.1155
2023-07-13 2023-06-30 13F LOCKHEED MARTIN COM 539830109 525 90 20.69 242 17.56 0.0927
2023-04-12 2023-03-31 13F LOCKHEED MARTIN COM 539830109 435 0 0.00 206 -2.84 0.0859
2023-03-01 2022-12-31 13F LOCKHEED MARTIN COM 539830109 435 435 212 0.0924
2022-05-11 2022-03-31 13F LOCKHEED MARTIN COM 539830109 0 -1,875 -100.00 0 -100.00
2022-02-07 2021-12-31 13F LOCKHEED MARTIN COM 539830109 1,875 1,875 666 0.2009
2020-04-24 2020-03-31 13F Lockheed Martin Corp Com COM 539830109 0 -540 -100.00 0 -100.00
2020-02-12 2019-12-31 13F Lockheed Martin Corp Com COM 539830109 540 0 0.00 210 0.00 0.1089
2019-11-07 2019-09-30 13F Lockheed Martin Corp Com COM 539830109 540 23 4.45 210 12.30 0.1152
2019-08-02 2019-06-30 13F Lockheed Martin Corp Com COM 539830109 517 25 5.08 187 27.21 0.1064
2019-05-02 2019-03-31 13F Lockheed Martin Corp Com COM 539830109 492 12 2.50 147 17.60 0.0962
2019-02-05 2018-12-31 13F Lockheed Martin Corp Com COM 539830109 480 -10 -2.04 125 -26.04 0.0921
2018-11-07 2018-09-30 13F Lockheed Martin Corp Com COM 539830109 490 490 169 0.1109
2018-08-08 2018-06-30 13F Lockheed Martin Corp Com COM 539830109 0 -480 -100.00 0 -100.00
2018-04-23 2018-03-31 13F Lockheed Martin Corp Com COM 539830109 480 200 71.43 162 82.02 0.1239
2018-04-23 2017-12-31 13F LOCKHEED MARTIN CORP COM COM 539830109 280 280 89 0.0765
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.