Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership10,423 shares
Latest Disclosed Value $ 5,041,110
Global Retirement Partners, LLC reports 13.70% increase in ownership of LMT / Lockheed Martin Corporation

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 10,423 shares of Lockheed Martin Corporation (MX:LMT) valued at $5,041,110 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 9,167 shares of Lockheed Martin Corporation. This represents a change in shares of 13.70% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-02-06 2025-12-31 13F LOCKHEED MARTIN COM 539830109 10,423 1,256 13.70 5,041 10.16 0.0894
2025-10-21 2025-09-30 13F LOCKHEED MARTIN COM 539830109 9,167 -324 -3.41 4,576 4.12 0.1024
2025-08-12 2025-06-30 13F LOCKHEED MARTIN COM 539830109 9,491 254 2.75 4,396 -2.07 0.1089
2025-01-31 2024-12-31 13F LOCKHEED MARTIN COM 539830109 9,237 -976 -9.56 4,489 -24.82 0.1286
2024-10-16 2024-09-30 13F LOCKHEED MARTIN COM 539830109 10,213 -736 -6.72 5,970 16.74 0.1804
2024-07-23 2024-06-30 13F LOCKHEED MARTIN COM 539830109 10,949 2,564 30.58 5,114 34.12 0.1601
2024-04-23 2024-03-31 13F LOCKHEED MARTIN COM 539830109 8,385 1,582 23.25 3,814 22.45 0.1422
2024-01-18 2023-12-31 13F LOCKHEED MARTIN COM 539830109 6,803 440 6.91 3,115 21.97 0.1303
2023-10-13 2023-09-30 13F LOCKHEED MARTIN COM 539830109 6,363 -762 -10.69 2,554 -22.16 0.1287
2023-07-20 2023-06-30 13F LOCKHEED MARTIN COM 539830109 7,125 665 10.29 3,280 12.10 0.1602
2023-05-08 2023-03-31 13F LOCKHEED MARTIN COM 539830109 6,460 433 7.18 2,927 -0.17 0.1555
2023-02-13 2022-12-31 13F LOCKHEED MARTIN COM 539830109 6,027 1,064 21.44 2,932 21.37 0.2014
2022-11-03 2022-09-30 13F LOCKHEED MARTIN COM 539830109 4,963 1,136 29.68 2,415 46.72 0.1828
2022-07-15 2022-06-30 13F LOCKHEED MARTIN COM 539830109 3,827 -17 -0.44 1,646 -3.29 0.1322
2022-07-14 2022-03-31 13F LOCKHEED MARTIN COM 539830109 3,844 3,844 1,702 0.1338
2022-01-21 2021-12-31 13F LOCKHEED MARTIN COM 539830109 0 -1,224 -100.00 0 -100.00
2021-10-22 2021-09-30 13F LOCKHEED MARTIN COM 539830109 1,224 51 4.35 423 -4.73 0.0418
2021-07-15 2021-06-30 13F LOCKHEED MARTIN COM 539830109 1,173 14 1.21 444 3.74 0.0455
2021-04-14 2021-03-31 13F LOCKHEED MARTIN COM 539830109 1,159 -614 -34.63 428 -31.96 0.0501
2021-01-13 2020-12-31 13F LOCKHEED MARTIN COM 539830109 1,773 340 23.73 629 14.57 0.0788
2020-10-09 2020-09-30 13F LOCKHEED MARTIN COM 539830109 1,433 -263 -15.51 549 -11.31 0.0804
2020-07-13 2020-06-30 13F LOCKHEED MARTIN COM 539830109 1,696 -377 -18.19 619 -11.95 0.0988
2020-04-28 2020-03-31 13F LOCKHEED MARTIN COM 539830109 2,073 -1,194 -36.55 703 -44.73 0.1330
2020-01-23 2019-12-31 13F LOCKHEED MARTIN COM 539830109 3,267 -168 -4.89 1,272 -5.07 0.1948
2019-11-19 2019-09-30 13F LOCKHEED MARTIN COM 539830109 3,435 2,751 402.19 1,340 438.15 0.2203
2019-11-19 2019-06-30 13F LOCKHEED MARTIN COM 539830109 684 137 25.05 249 51.83 0.0477
2019-05-07 2019-03-31 13F LOCKHEED MARTIN COM 539830109 547 16 3.01 164 17.99 0.0397
2019-02-22 2018-12-31 13F LOCKHEED MARTIN COM 539830109 531 -23 -4.15 139 -27.60 0.0355
2018-10-17 2018-09-30 13F LOCKHEED MARTIN COM 539830109 554 141 34.14 192 57.38 0.0434
2018-08-13 2018-06-30 13F LOCKHEED MARTIN COM 539830109 413 155 60.08 122 40.23 0.0308
2018-08-10 2018-03-31 13F LOCKHEED MARTIN COM 539830109 258 -7 -2.64 87 2.35 0.0240
2018-08-13 2017-12-31 13F LOCKHEED MARTIN COM 539830109 265 44 19.91 85 23.19 0.0234
2018-08-10 2017-09-30 13F LOCKHEED MARTIN COM 539830109 221 -108 -32.83 69 -24.18 0.0285
2018-08-10 2017-06-30 13F LOCKHEED MARTIN COM 539830109 329 0 0.00 91 3.41 0.0428
2018-08-10 2017-03-31 13F LOCKHEED MARTIN COM 539830109 329 34 11.53 88 18.92 0.0492
2018-08-10 2016-12-31 13F LOCKHEED MARTIN COM 539830109 295 295 74 0.0497
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.