Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionAccredited Investors Inc.
Latest Disclosed Ownership452 shares
Latest Disclosed Value $ 273,391
Accredited Investors Inc. reports 5.24% decrease in ownership of LMT / Lockheed Martin Corporation

On April 30, 2026 - Accredited Investors Inc. filed a 13F-HR form disclosing ownership of 452 shares of Lockheed Martin Corporation (MX:LMT) valued at $273,391 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 477 shares of Lockheed Martin Corporation. This represents a change in shares of -5.24% 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)
2026-04-30 2026-03-31 13F LOCKHEED MARTIN COM 539830109 452 -25 -5.24 273 18.70 0.0147
2026-02-05 2025-12-31 13F LOCKHEED MARTIN COM 539830109 477 477 231 0.0123
2025-02-13 2024-12-31 13F LOCKHEED MARTIN COM 539830109 0 -395 -100.00 0 -100.00
2024-11-06 2024-09-30 13F/A-1 LOCKHEED MARTIN COM 539830109 395 -66 -14.32 231 6.98 0.0132
2024-11-05 2024-09-30 13F LOCKHEED MARTIN COM 539830109 11,834 11,373 1,344 0.0769
2024-07-19 2024-06-30 13F LOCKHEED MARTIN COM 539830109 461 0 0.00 215 2.87 0.0134
2024-05-14 2024-03-31 13F LOCKHEED MARTIN COM 539830109 461 -10 -2.12 210 -1.88 0.0135
2024-02-07 2023-12-31 13F LOCKHEED MARTIN COM 539830109 471 -20 -4.07 214 6.50 0.0151
2023-11-07 2023-09-30 13F LOCKHEED MARTIN COM 539830109 491 -50 -9.24 201 -19.68 0.0151
2023-08-03 2023-06-30 13F LOCKHEED MARTIN COM 539830109 541 -53 -8.92 249 -11.07 0.0178
2023-04-24 2023-03-31 13F LOCKHEED MARTIN COM 539830109 594 0 0.00 281 -2.78 0.0213
2023-02-07 2022-12-31 13F LOCKHEED MARTIN COM 539830109 594 -253 -29.87 289 -11.93 0.0244
2022-11-08 2022-09-30 13F LOCKHEED MARTIN COM 539830109 847 -1 -0.12 327 -10.41 0.0379
2022-07-21 2022-06-30 13F LOCKHEED MARTIN COM 539830109 848 -8 -0.93 365 -3.44 0.0433
2022-05-06 2022-03-31 13F LOCKHEED MARTIN COM 539830109 856 43 5.29 378 30.80 0.0340
2022-01-31 2021-12-31 13F LOCKHEED MARTIN COM 539830109 813 -39 -4.58 289 -1.70 0.0258
2021-11-12 2021-09-30 13F LOCKHEED MARTIN COM 539830109 852 13 1.55 294 -7.26 0.0318
2021-07-30 2021-06-30 13F LOCKHEED MARTIN COM 539830109 839 26 3.20 317 5.67 0.0324
2021-04-16 2021-03-31 13F LOCKHEED MARTIN COM 539830109 813 -35 -4.13 300 -0.33 0.0402
2021-02-11 2020-12-31 13F LOCKHEED MARTIN COM 539830109 848 0 0.00 301 -7.38 0.0504
2020-11-05 2020-09-30 13F LOCKHEED MARTIN COM 539830109 848 -81 -8.72 325 -4.13 0.0681
2020-07-29 2020-06-30 13F LOCKHEED MARTIN COM 539830109 929 -98 -9.54 339 -2.59 0.0690
2020-05-15 2020-03-31 13F LOCKHEED MARTIN COM 539830109 1,027 92 9.84 348 -4.40 0.0819
2020-01-23 2019-12-31 13F LOCKHEED MARTIN COM 539830109 935 -35 -3.61 364 -3.70 0.0618
2019-11-14 2019-09-30 13F LOCKHEED MARTIN COM 539830109 970 133 15.89 378 24.34 0.0728
2019-08-13 2019-06-30 13F LOCKHEED MARTIN COM 539830109 837 -50 -5.64 304 14.29 0.0595
2019-04-17 2019-03-31 13F LOCKHEED MARTIN COM 539830109 887 887 266 0.0536
2019-02-12 2018-12-31 13F LOCKHEED MARTIN COM 539830109 0 -616 -100.00 0 -100.00
2018-10-23 2018-09-30 13F LOCKHEED MARTIN COM 539830109 616 616 213 0.0526
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.