Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionEnsign Peak Advisors, Inc
Latest Disclosed Ownership61,247 shares
Latest Disclosed Value $ 37,017,074
Ensign Peak Advisors, Inc reports 18.25% increase in ownership of LMT / Lockheed Martin Corporation

On May 13, 2026 - Ensign Peak Advisors, Inc filed a 13F-HR form disclosing ownership of 61,247 shares of Lockheed Martin Corporation (MX:LMT) valued at $37,017,074 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 51,793 shares of Lockheed Martin Corporation. This represents a change in shares of 18.25% 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)
2026-05-13 2026-03-31 13F LOCKHEED MARTIN COM 539830109 61,247 9,454 18.25 37,017 47.77 0.0690
2026-02-12 2025-12-31 13F LOCKHEED MARTIN COM 539830109 51,793 -479 -0.92 25,051 -4.00 0.0442
2025-11-13 2025-09-30 13F LOCKHEED MARTIN COM 539830109 52,272 -22,320 -29.92 26,095 -24.47 0.0428
2025-08-12 2025-06-30 13F LOCKHEED MARTIN COM 539830109 74,592 -236 -0.32 34,547 3.35 0.0591
2025-05-14 2025-03-31 13F LOCKHEED MARTIN COM 539830109 74,828 -37,336 -33.29 33,426 -38.67 0.0639
2025-02-14 2024-12-31 13F LOCKHEED MARTIN COM 539830109 112,164 -31,150 -21.74 54,505 -34.94 0.0969
2024-11-14 2024-09-30 13F LOCKHEED MARTIN COM 539830109 143,314 -8,435 -5.56 83,776 18.19 0.1473
2024-08-13 2024-06-30 13F LOCKHEED MARTIN COM 539830109 151,749 -32,491 -17.64 70,882 -15.42 0.1295
2024-05-14 2024-03-31 13F LOCKHEED MARTIN COM 539830109 184,240 -17,131 -8.51 83,805 -8.18 0.1531
2024-02-14 2023-12-31 13F LOCKHEED MARTIN COM 539830109 201,371 -18,945 -8.60 91,269 1.30 0.1807
2023-11-13 2023-09-30 13F LOCKHEED MARTIN COM 539830109 220,316 -15,526 -6.58 90,100 -17.02 0.1924
2023-08-14 2023-06-30 13F LOCKHEED MARTIN COM 539830109 235,842 -31,086 -11.65 108,577 -13.95 0.2201
2023-05-15 2023-03-31 13F LOCKHEED MARTIN COM 539830109 266,928 47,362 21.57 126,185 18.13 0.2730
2023-02-13 2022-12-31 13F Lockheed Martin COM 539830109 219,566 19,511 9.75 106,817 38.22 0.2406
2022-11-14 2022-09-30 13F Lockheed Martin COM 539830109 200,055 -15,934 -7.38 77,280 -16.78 0.1920
2022-08-12 2022-06-30 13F Lockheed Martin COM 539830109 215,989 10 0.00 92,867 -2.59 0.2207
2022-05-16 2022-03-31 13F Lockheed Martin COM 539830109 215,979 47,752 28.39 95,334 59.45 0.1937
2022-02-11 2021-12-31 13F Lockheed Martin COM 539830109 168,227 89,183 112.83 59,790 119.18 0.1143
2021-11-12 2021-09-30 13F Lockheed Martin COM 539830109 79,044 17,423 28.27 27,279 17.01 0.0569
2021-08-13 2021-06-30 13F Lockheed Martin COM 539830109 61,621 -14,765 -19.33 23,314 -17.40 0.0470
2021-05-12 2021-03-31 13F Lockheed Martin COM 539830109 76,386 -385 -0.50 28,225 3.57 0.0607
2021-02-12 2020-12-31 13F Lockheed Martin COM 539830109 76,771 6,246 8.86 27,252 0.82 0.0618
2020-11-12 2020-09-30 13F Lockheed Martin COM 539830109 70,525 -35,705 -33.61 27,030 -30.27 0.0683
2020-08-12 2020-06-30 13F Lockheed Martin COM 539830109 106,230 -36,291 -25.46 38,766 -19.75 0.1054
2020-05-11 2020-03-31 13F Lockheed Martin COM 539830109 142,521 51,764 57.04 48,307 36.69 0.1617
2020-02-14 2019-12-31 13F Lockheed Martin COM 539830109 90,757 90,757 35,340 0.0933
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.