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Vanguard (LMT) disaggregates holdings after realignment; reports 0 shares

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

The Vanguard Group filed an amended Schedule 13G reporting that, after an internal realignment, it and related Vanguard subsidiaries hold 0 shares of Lockheed Martin Corporation common stock and have 0% beneficial ownership as stated in the filing.

The filing explains the change reflects an internal reorganization effective January 12, 2026, after which certain Vanguard subsidiaries report ownership separately under SEC Release No. 34-39538. The filing is signed by Vanguard's Head of Global Fund Administration on March 27, 2026.

Positive

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Negative

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Insights

Amendment documents a disaggregation of holdings due to internal realignment.

The filing states that Vanguard underwent an internal realignment effective January 12, 2026, and, in reliance on SEC Release No. 34-39538, certain subsidiaries now report beneficial ownership separately.

Key dependencies include continued adherence to the cited SEC release and accurate separate filings by the named subsidiaries; timing and cash-flow treatment are not part of this excerpt.

Public disclosure clarifies Vanguard no longer reports aggregated beneficial ownership for these Lockheed shares.

The Schedule 13G/A lists 0 shares and 0% ownership for The Vanguard Group following the reallocation of reporting responsibilities to subsidiaries.

Investors should note this is an ownership reporting change; it does not describe purchases, sales, or direct changes in Lockheed Martin's operations.






539830109

(CUSIP Number)
03/13/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: On January 12, 2026, The Vanguard Group, Inc. went through an internal realignment. In accordance with SEC Release No. 34-39538 (January 12, 1998), certain subsidiaries or business divisions of subsidiaries of The Vanguard Group, Inc., that formerly had, or were deemed to have, beneficial ownership with The Vanguard Group, Inc., will report beneficial ownership separately (on a disaggregated basis) from The Vanguard Group, Inc. in reliance on such release. These subsidiaries and/or business divisions pursue the same investment strategies as previously pursued by The Vanguard Group, Inc. prior to the realignment. Further in accordance with SEC Release No. 34-39538 (January 12, 1998), The Vanguard Group, Inc. no longer has, or is deemed to have, beneficial ownership over securities beneficially owned by such subsidiaries and/or business divisions.


SCHEDULE 13G



The Vanguard Group
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:03/27/2026

FAQ

What does Vanguard’s Schedule 13G/A say about LMT ownership?

It states The Vanguard Group beneficially owns 0 shares of Lockheed Martin common stock and reports 0% ownership following an internal realignment effective January 12, 2026.

Why did Vanguard change its reporting for LMT shares?

Vanguard underwent an internal realignment on January 12, 2026, causing certain subsidiaries to report beneficial ownership separately in reliance on SEC Release No. 34-39538, per the filing.

Does the filing show Vanguard sold or bought LMT shares?

No. The Schedule 13G/A shows 0 shares owned by The Vanguard Group after reorganization; it documents reporting changes, not specific purchase or sale transactions.

Who signed the amended Schedule 13G/A for Vanguard?

The filing is signed by Ashley Grim, Head of Global Fund Administration, with a signature date of March 27, 2026, as shown in the document.

Does Vanguard still have rights to dividends or proceeds for LMT shares?

The filing states Vanguard and its managed accounts have the right to receive or direct dividends or proceeds for the securities reported, and no other person has an interest over 5%.
Lockheed Martin

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