Lockheed Martin Corporation
US ˙ NYSE ˙ US5398301094

SecurityLMT / Lockheed Martin Corporation
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership7,552 shares
Latest Disclosed Value $ 4,564,357
Principle Wealth Partners Llc reports 0.15% increase in ownership of LMT / Lockheed Martin Corporation

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 7,552 shares of Lockheed Martin Corporation (US:LMT) valued at $4,564,353 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 7,541 shares of Lockheed Martin Corporation. This represents a change in shares of 0.15% during the quarter. The current value of the position is $3,866,851 USD.

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.

Upgrade to unlock premium data and export to Excel .

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 7,552 11 0.15 4,564 25.14 0.2608
2026-02-06 2025-12-31 13F LOCKHEED MARTIN COM 539830109 7,541 265 3.64 3,648 0.41 0.2052
2025-11-03 2025-09-30 13F LOCKHEED MARTIN COM 539830109 7,276 -12 -0.16 3,632 7.61 0.2108
2025-07-30 2025-06-30 13F LOCKHEED MARTIN COM 539830109 7,288 79 1.10 3,375 4.81 0.2108
2025-05-06 2025-03-31 13F LOCKHEED MARTIN COM 539830109 7,209 -109 -1.49 3,220 -9.45 0.2302
2025-01-29 2024-12-31 13F LOCKHEED MARTIN COM 539830109 7,318 138 1.92 3,556 -15.25 0.2496
2024-11-13 2024-09-30 13F LOCKHEED MARTIN COM 539830109 7,180 5 0.07 4,197 25.22 0.2973
2024-08-13 2024-06-30 13F LOCKHEED MARTIN COM 539830109 7,175 -90 -1.24 3,352 1.42 0.2551
2024-04-23 2024-03-31 13F/A-1 LOCKHEED MARTIN COM 539830109 7,265 160 2.25 3,305 2.61 0.2581
2024-04-23 2024-03-31 13F LOCKHEED MARTIN COM 539830109 7,265 160 3,305 0.2581
2024-02-05 2023-12-31 13F LOCKHEED MARTIN COM 539830109 7,105 14 0.20 3,220 11.07 0.2772
2023-11-01 2023-09-30 13F LOCKHEED MARTIN COM 539830109 7,091 457 6.89 2,900 -5.08 0.2914
2023-07-31 2023-06-30 13F LOCKHEED MARTIN COM 539830109 6,634 1 0.02 3,054 -2.58 0.3069
2023-05-10 2023-03-31 13F LOCKHEED MARTIN COM 539830109 6,633 12 0.18 3,136 -2.67 0.3352
2023-02-02 2022-12-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 6,621 1 0.02 3,221 25.97 0.3650
2022-11-14 2022-09-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 6,620 1 0.02 2,557 -10.15 0.2412
2022-08-02 2022-06-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 6,619 230 3.60 2,846 0.92 0.3425
2022-05-12 2022-03-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 6,389 282 4.62 2,820 29.89 0.2965
2022-02-11 2021-12-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 6,107 513 9.17 2,171 12.43 0.2279
2021-11-16 2021-09-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 5,594 202 3.75 1,931 -5.34 0.2230
2021-08-13 2021-06-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 5,392 301 5.91 2,040 8.45 0.2316
2021-05-18 2021-03-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 5,091 2 0.04 1,881 4.15 0.2200
2021-02-16 2020-12-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 5,089 2,094 69.92 1,806 57.32 0.2380
2020-11-16 2020-09-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 2,995 -54 -1.77 1,148 3.14 0.3199
2020-08-14 2020-06-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 3,049 0 0.00 1,113 7.74 0.3268
2020-05-13 2020-03-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 3,049 -119 -3.76 1,033 -16.29 0.3876
2020-02-04 2019-12-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 3,168 -135 -4.09 1,234 -4.19 0.3941
2019-11-05 2019-09-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 3,303 1,147 53.20 1,288 64.29 0.4453
2019-11-05 2019-06-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 2,156 964 80.87 784 118.99 0.4033
2019-10-30 2019-03-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,192 -378 -24.08 358 -12.90 0.2047
2019-10-10 2018-12-31 13F LOCKHEED MARTIN Com 539830109 1,570 1,570 411 0.3449
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.