Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionAriel Investments, Llc
Latest Disclosed Ownership13,114 shares
Latest Disclosed Value $ 7,925,970
Ariel Investments, Llc reports 2.47% decrease in ownership of LMT / Lockheed Martin Corporation

On May 14, 2026 - Ariel Investments, Llc filed a 13F-HR form disclosing ownership of 13,114 shares of Lockheed Martin Corporation (MX:LMT) valued at $7,925,970 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 13,446 shares of Lockheed Martin Corporation. This represents a change in shares of -2.47% 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)
2026-05-14 2026-03-31 13F LOCKHEED MARTIN COM 539830109 13,114 -332 -2.47 7,926 21.87 0.0850
2026-02-13 2025-12-31 13F LOCKHEED MARTIN COM 539830109 13,446 -151 -1.11 6,503 -4.18 0.0702
2025-11-14 2025-09-30 13F LOCKHEED MARTIN COM 539830109 13,597 887 6.98 6,788 15.31 0.0726
2025-08-14 2025-06-30 13F LOCKHEED MARTIN COM 539830109 12,710 0 0.00 5,887 3.68 0.0667
2025-05-15 2025-03-31 13F LOCKHEED MARTIN COM 539830109 12,710 0 0.00 5,678 -8.08 0.0667
2025-02-14 2024-12-31 13F LOCKHEED MARTIN COM 539830109 12,710 -231 -1.79 6,176 -18.35 0.0659
2024-11-13 2024-09-30 13F LOCKHEED MARTIN COM 539830109 12,941 -255 -1.93 7,565 22.73 0.0772
2024-08-14 2024-06-30 13F Lockheed Martin COM 539830109 13,196 -389 -2.86 6,164 -0.26 0.0667
2024-05-14 2024-03-31 13F Lockheed Martin COM 539830109 13,585 0 0.00 6,179 0.36 0.0608
2024-02-14 2023-12-31 13F Lockheed Martin COM 539830109 13,585 0 0.00 6,157 10.84 0.0613
2023-11-14 2023-09-30 13F Lockheed Martin COM 539830109 13,585 0 0.00 5,556 -11.18 0.0588
2023-08-14 2023-06-30 13F Lockheed Martin COM 539830109 13,585 0 0.00 6,254 -2.62 0.0592
2023-05-12 2023-03-31 13F Lockheed Martin COM 539830109 13,585 0 0.00 6,422 -2.81 0.0617
2023-02-14 2022-12-31 13F Lockheed Martin COM 539830109 13,585 -4,191 -23.58 6,609 -3.77 0.0671
2022-11-14 2022-09-30 13F Lockheed Martin COM 539830109 17,776 -4,296 -19.46 6,867 -27.64 0.0754
2022-08-12 2022-06-30 13F Lockheed Martin COM 539830109 22,072 -390 -1.74 9,490 -4.29 0.0947
2022-05-13 2022-03-31 13F Lockheed Martin COM 539830109 22,462 -399 -1.75 9,915 22.03 0.0880
2022-02-14 2021-12-31 13F Lockheed Martin COM 539830109 22,861 325 1.44 8,125 4.47 0.0685
2021-11-12 2021-09-30 13F Lockheed Martin COM 539830109 22,536 -161 -0.71 7,777 -9.43 0.0711
2021-08-13 2021-06-30 13F Lockheed Martin COM 539830109 22,697 -1,900 -7.72 8,587 -5.52 0.0807
2021-05-14 2021-03-31 13F Lockheed Martin COM 539830109 24,597 7,144 40.93 9,089 46.72 0.0895
2021-02-12 2020-12-31 13F LOCKHEED MARTIN COM 539830109 17,453 0 0.00 6,195 -7.39 0.0698
2020-11-13 2020-09-30 13F Lockheed Martin COM 539830109 17,453 -300 -1.69 6,689 3.26 0.0971
2020-08-14 2020-06-30 13F Lockheed Martin COMMON 539830109 17,753 -5,953 -25.11 6,478 -19.38 0.0987
2020-05-14 2020-03-31 13F Lockheed Martin COMMON 539830109 23,706 -1,106 -4.46 8,035 -16.83 0.1409
2020-02-14 2019-12-31 13F Lockheed Martin COMMON 539830109 24,812 500 2.06 9,661 1.88 0.1212
2019-11-14 2019-09-30 13F Lockheed Martin COMMON 539830109 24,312 -15 -0.06 9,483 7.23 0.1263
2019-08-14 2019-06-30 13F Lockheed Martin COMMON 539830109 24,327 -2,317 -8.70 8,844 10.59 0.1111
2019-05-15 2019-03-31 13F Lockheed Martin COMMON 539830109 26,644 -1,107 -3.99 7,997 10.06 0.0993
2019-02-14 2018-12-31 13F Lockheed Martin COMMON 539830109 27,751 -1,018 -3.54 7,266 -27.00 0.1013
2018-11-14 2018-09-30 13F Lockheed Martin COMMON 539830109 28,769 0 0.00 9,953 17.11 0.1102
2018-08-10 2018-06-30 13F Lockheed Martin COMMON 539830109 28,769 -21 -0.07 8,499 -12.64 0.0954
2018-05-14 2018-03-31 13F Lockheed Martin COMMON 539830109 28,790 -12 -0.04 9,729 5.21 0.1110
2018-02-14 2017-12-31 13F Lockheed Martin COMMON 539830109 28,802 -1,515 -5.00 9,247 -1.70 0.1043
2017-11-14 2017-09-30 13F Lockheed Martin COMMON 539830109 30,317 -2,487 -7.58 9,407 3.29 0.1092
2017-08-14 2017-06-30 13F Lockheed Martin COMMON 539830109 32,804 -615 -1.84 9,107 1.83 0.1077
2017-05-11 2017-03-31 13F Lockheed Martin COMMON 539830109 33,419 674 2.06 8,943 9.27 0.1051
2017-02-14 2016-12-31 13F Lockheed Martin COMMON 539830109 32,745 0 0.00 8,184 4.25 0.0966
2016-11-14 2016-09-30 13F Lockheed Martin COMMON 539830109 32,745 -672 -2.01 7,850 -5.34 0.0950
2016-08-15 2016-06-30 13F Lockheed Martin COMMON 539830109 33,417 -1,710 -4.87 8,293 6.58 0.1041
2016-05-13 2016-03-31 13F Lockheed Martin COMMON 539830109 35,127 -4,750 -11.91 7,781 -10.14 0.0937
2016-02-12 2015-12-31 13F Lockheed Martin COMMON 539830109 39,877 -4,333 -9.80 8,659 -5.52 0.1038
2015-11-13 2015-09-30 13F Lockheed Martin COMMON 539830109 44,210 -2,400 -5.15 9,165 5.77 0.1141
2015-08-14 2015-06-30 13F Lockheed Martin COMMON 539830109 46,610 -700 -1.48 8,665 -9.76 0.0976
2015-05-14 2015-03-31 13F Lockheed Martin COMMON 539830109 47,310 0 0.00 9,602 5.40 0.1076
2015-02-13 2014-12-31 13F Lockheed Martin COMMON 539830109 47,310 -6,750 -12.49 9,110 -7.80 0.1052
2014-11-12 2014-09-30 13F Lockheed Martin COMMON 539830109 54,060 -2,925 -5.13 9,881 7.88 0.1275
2014-08-14 2014-06-30 13F Lockheed Martin COMMON 539830109 56,985 -5 -0.01 9,159 -1.55 0.1120
2014-05-14 2014-03-31 13F Lockheed Martin COMMON 539830109 56,990 -5,850 -9.31 9,303 -0.42 0.1135
2014-02-14 2013-12-31 13F Lockheed Martin COMMON 539830109 62,840 -30 -0.05 9,342 16.50 0.1148
2013-11-14 2013-09-30 13F Lockheed Martin COMMON 539830109 62,870 0 0.00 8,019 17.60 0.1167
2013-08-13 2013-06-30 13F Lockheed Martin COMMON 539830109 62,870 62,870 6,819 0.1115
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.