Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionGradient Capital Advisors, LLC
Latest Disclosed Ownership1,733 shares
Latest Disclosed Value $ 1,047,319
Gradient Capital Advisors, LLC reports 0.41% increase in ownership of LMT / Lockheed Martin Corporation

On April 15, 2026 - Gradient Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 1,733 shares of Lockheed Martin Corporation (MX:LMT) valued at $1,047,319 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,726 shares of Lockheed Martin Corporation. This represents a change in shares of 0.41% 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)
2026-04-15 2026-03-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,733 7 0.41 1,047 25.54 0.2715
2026-02-06 2025-12-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,726 -95 -5.22 835 -8.15 0.2151
2025-10-27 2025-09-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,821 -22 -1.19 909 6.45 0.2436
2025-07-16 2025-06-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,843 -5 -0.27 854 3.39 0.2521
2025-05-05 2025-03-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,848 -190 -9.32 826 -16.67 0.2694
2025-01-29 2024-12-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 2,038 -8 -0.39 990 -17.15 0.3192
2024-10-16 2024-09-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 2,046 40 1.99 1,196 27.67 0.3960
2024-07-22 2024-06-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 2,006 66 3.40 937 6.12 0.3349
2024-04-17 2024-03-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,940 -7 -0.36 883 0.00 0.3240
2024-02-01 2023-12-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,947 26 1.35 883 12.36 0.3361
2023-10-25 2023-09-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,921 15 0.79 786 -10.49 0.3285
2023-07-19 2023-06-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,906 54 2.92 878 0.23 0.3519
2023-04-18 2023-03-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,852 20 1.09 875 -1.80 0.3722
2023-02-06 2022-12-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,832 85 4.87 891 32.00 0.4049
2022-11-07 2022-09-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,747 33 1.93 675 -8.41 0.3223
2022-07-18 2022-06-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,714 49 2.94 737 0.27 0.3536
2022-04-29 2022-03-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,665 149 9.83 735 36.36 0.3114
2022-01-31 2021-12-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,516 -12 -0.79 539 2.28 0.2244
2021-11-02 2021-09-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 1,528 -557 -26.71 527 -33.21 0.2416
2021-08-02 2021-06-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 2,085 -120 -5.44 789 -3.19 0.3698
2021-04-21 2021-03-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 2,205 -564 -20.37 815 -17.09 0.4314
2021-01-20 2020-12-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 2,769 -275 -9.03 983 -15.77 0.5605
2020-10-21 2020-09-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 3,044 279 10.09 1,167 15.66 0.7287
2020-07-28 2020-06-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 2,765 97 3.64 1,009 11.62 0.6822
2020-04-22 2020-03-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 2,668 362 15.70 904 0.67 0.7297
2020-01-16 2019-12-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 2,306 145 6.71 898 6.52 0.6250
2019-10-21 2019-09-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 2,161 158 7.89 843 15.80 0.6296
2019-07-16 2019-06-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 2,003 2,003 728 0.5593
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.