Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionEssex Financial Services, Inc.
Latest Disclosed Ownership7,170 shares
Latest Disclosed Value $ 4,333,332
Essex Financial Services, Inc. reports 0.77% increase in ownership of LMT / Lockheed Martin Corporation

On April 24, 2026 - Essex Financial Services, Inc. filed a 13F-HR form disclosing ownership of 7,170 shares of Lockheed Martin Corporation (MX:LMT) valued at $4,333,332 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 7,115 shares of Lockheed Martin Corporation. This represents a change in shares of 0.77% 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)
2026-04-24 2026-03-31 13F LOCKHEED MARTIN COM 539830109 7,170 55 0.77 4,333 25.92 0.2431
2026-02-10 2025-12-31 13F LOCKHEED MARTIN COM 539830109 7,115 760 11.96 3,441 8.48 0.1958
2025-11-07 2025-09-30 13F LOCKHEED MARTIN COM 539830109 6,355 -227 -3.45 3,173 4.07 0.1898
2025-07-16 2025-06-30 13F LOCKHEED MARTIN COM 539830109 6,582 311 4.96 3,048 8.82 0.2000
2025-04-25 2025-03-31 13F LOCKHEED MARTIN COM 539830109 6,271 -542 -7.96 2,801 -15.38 0.2018
2025-01-29 2024-12-31 13F LOCKHEED MARTIN COM 539830109 6,813 415 6.49 3,311 -10.35 0.2339
2024-10-24 2024-09-30 13F LOCKHEED MARTIN COM 539830109 6,398 -275 -4.12 3,692 0.30 0.2654
2024-08-09 2024-06-30 13F/A-1 LOCKHEED MARTIN COM 539830109 6,673 374 5.94 3,681 28.48 0.2732
2024-07-31 2024-06-30 13F LOCKHEED MARTIN COM 539830109 6,689 390 3,125 0.2324
2024-04-24 2024-03-31 13F LOCKHEED MARTIN Stock 539830109 6,299 45 0.72 2,865 1.09 0.2642
2024-02-06 2023-12-31 13F LOCKHEED MARTIN Stock 539830109 6,254 -52 -0.82 2,835 9.93 0.2931
2023-11-15 2023-09-30 13F LOCKHEED MARTIN Stock 539830109 6,306 -84 -1.31 2,579 -12.37 0.2985
2023-08-09 2023-06-30 13F LOCKHEED MARTIN Stock 539830109 6,390 -2,287 -26.36 2,942 -28.26 0.3345
2023-05-11 2023-03-31 13F LOCKHEED MARTIN Stock 539830109 8,677 -236 -2.65 4,102 102,425.00 0.4318
2023-02-10 2022-12-31 13F LOCKHEED MARTIN Stock 539830109 8,913 1,897 27.04 4 -99.85 0.4595
2022-11-07 2022-09-30 13F LOCKHEED MARTIN Stock 539830109 7,016 739 11.77 2,711 0.44 0.3231
2022-08-01 2022-06-30 13F LOCKHEED MARTIN Stock 539830109 6,277 566 9.91 2,699 7.06 0.3005
2022-04-21 2022-03-31 13F/A-1 LOCKHEED MARTIN COM 539830109 5,711 47 0.83 2,521 25.24 0.2419
2022-04-21 2022-03-31 13F LOCKHEED MARTIN COM 539830109 5,664 0 2,013 0.1990
2022-02-11 2021-12-31 13F LOCKHEED MARTIN COM 539830109 5,664 106 1.91 2,013 4.95 0.1990
2021-11-10 2021-09-30 13F LOCKHEED MARTIN COM 539830109 5,558 662 13.52 1,918 6.03 0.2193
2021-07-30 2021-06-30 13F LOCKHEED MARTIN COM 539830109 4,896 0 0.00 1,809 0.00 0.2620
2021-05-11 2021-03-31 13F LOCKHEED MARTIN COM 539830109 4,896 231 4.95 1,809 9.24 0.3244
2021-02-05 2020-12-31 13F LOCKHEED MARTIN COM 539830109 4,665 1,153 32.83 1,656 23.03 0.3278
2020-11-10 2020-09-30 13F LOCKHEED MARTIN COM 539830109 3,512 153 4.55 1,346 9.79 0.3305
2020-08-06 2020-06-30 13F LOCKHEED MARTIN COM 539830109 3,359 535 18.94 1,226 28.11 0.3780
2020-05-15 2020-03-31 13F LOCKHEED MARTIN COM 539830109 2,824 -501 -15.07 957 -26.10 0.3411
2020-01-30 2019-12-31 13F LOCKHEED MARTIN COM 539830109 3,325 -263 -7.33 1,295 -7.50 0.3572
2019-11-04 2019-09-30 13F LOCKHEED MARTIN COM 539830109 3,588 -666 -15.66 1,400 -9.50 0.4513
2019-07-30 2019-06-30 13F LOCKHEED MARTIN COM 539830109 4,254 -17 -0.40 1,547 20.67 0.4567
2019-05-02 2019-03-31 13F LOCKHEED MARTIN COM 539830109 4,271 -814 -16.01 1,282 -3.68 0.3874
2019-02-07 2018-12-31 13F LOCKHEED MARTIN COM 539830109 5,085 -675 -11.72 1,331 -33.22 0.4074
2018-11-05 2018-09-30 13F LOCKHEED MARTIN COM 539830109 5,760 208 3.75 1,993 21.52 0.4388
2018-08-07 2018-06-30 13F LOCKHEED MARTIN COM 539830109 5,552 21 0.38 1,640 -12.25 0.3951
2018-05-03 2018-03-31 13F LOCKHEED MARTIN COM 539830109 5,531 223 4.20 1,869 9.68 0.3665
2018-02-07 2017-12-31 13F LOCKHEED MARTIN COM 539830109 5,308 -212 -3.84 1,704 -0.53 0.4050
2017-11-03 2017-09-30 13F LOCKHEED MARTIN COM 539830109 5,520 352 6.81 1,713 19.37 0.4206
2017-08-07 2017-06-30 13F LOCKHEED MARTIN COM 539830109 5,168 -469 -8.32 1,435 -4.84 0.3025
2017-05-08 2017-03-31 13F LOCKHEED MARTIN COM 539830109 5,637 -505 -8.22 1,508 -1.76 0.3465
2017-01-31 2016-12-31 13F LOCKHEED MARTIN COM 539830109 6,142 255 4.33 1,535 8.79 0.3292
2016-11-10 2016-09-30 13F LOCKHEED MARTIN COM 539830109 5,887 -127 -2.11 1,411 -5.43 0.3358
2016-07-28 2016-06-30 13F LOCKHEED MARTIN COM 539830109 6,014 -155 -2.51 1,492 9.22 0.3610
2016-05-11 2016-03-31 13F LOCKHEED MARTIN COM 539830109 6,169 -255 -3.97 1,366 -2.08 0.3383
2016-02-05 2015-12-31 13F LOCKHEED MARTIN COM 539830109 6,424 2,863 80.40 1,395 89.02 0.3350
2015-10-06 2015-09-30 13F LOCKHEED MARTIN COM 539830109 3,561 326 10.08 738 22.80 0.1917
2015-07-28 2015-06-30 13F LOCKHEED MARTIN COM 539830109 3,235 0 0.00 601 -8.52 0.1548
2015-05-07 2015-03-31 13F LOCKHEED MARTIN COM 539830109 3,235 47 1.47 657 7.00 0.1688
2015-01-07 2014-12-31 13F LOCKHEED MARTIN COM 539830109 3,188 271 9.29 614 15.20 0.1598
2014-10-31 2014-09-30 13F LOCKHEED MARTIN COM 539830109 2,917 0 0.00 533 13.65 0.1593
2014-07-29 2014-06-30 13F LOCKHEED MARTIN COM 539830109 2,917 60 2.10 469 0.64 0.1404
2014-05-08 2014-03-31 13F LOCKHEED MARTIN COM 539830109 2,857 360 14.42 466 25.61 0.1522
2014-02-12 2013-12-31 13F/A-1 LOCKHEED MARTIN COM 539830109 2,497 2,497 371 0.1255
2014-02-11 2013-12-31 13F LOCKHEED MARTIN COM 539830109 2,497 371
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.