Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionInspire Advisors, LLC
Latest Disclosed Ownership1,444 shares
Latest Disclosed Value $ 872,876
Inspire Advisors, LLC reports 32.72% increase in ownership of LMT / Lockheed Martin Corporation

On May 15, 2026 - Inspire Advisors, LLC filed a 13F-HR form disclosing ownership of 1,444 shares of Lockheed Martin Corporation (MX:LMT) valued at $872,876 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,088 shares of Lockheed Martin Corporation. This represents a change in shares of 32.72% 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)
2026-05-15 2026-03-31 13F LOCKHEED MARTIN COM 539830109 1,444 356 32.72 873 65.78 0.0711
2026-02-13 2025-12-31 13F LOCKHEED MARTIN COM 539830109 1,088 35 3.32 526 0.19 0.0484
2025-10-29 2025-09-30 13F LOCKHEED MARTIN COM 539830109 1,053 13 1.25 526 9.15 0.0503
2025-08-11 2025-06-30 13F LOCKHEED MARTIN COM 539830109 1,040 37 3.69 482 7.37 0.0500
2025-05-07 2025-03-31 13F LOCKHEED MARTIN COM 539830109 1,003 -9 -0.89 448 -8.76 0.0518
2025-02-07 2024-12-31 13F LOCKHEED MARTIN COM 539830109 1,012 11 1.10 492 -16.07 0.0602
2024-10-17 2024-09-30 13F LOCKHEED MARTIN COM 539830109 1,001 10 1.01 585 26.62 0.0711
2024-08-08 2024-06-30 13F LOCKHEED MARTIN COM 539830109 991 12 1.23 463 3.82 0.0614
2024-05-07 2024-03-31 13F LOCKHEED MARTIN COM 539830109 979 -21 -2.10 445 -1.77 0.0616
2024-02-12 2023-12-31 13F LOCKHEED MARTIN COM 539830109 1,000 5 0.50 453 11.58 0.0681
2023-10-26 2023-09-30 13F LOCKHEED MARTIN COM 539830109 995 -10 -1.00 407 -12.12 0.0719
2023-07-31 2023-06-30 13F LOCKHEED MARTIN COM 539830109 1,005 60 6.35 463 3.59 0.0892
2023-04-24 2023-03-31 13F LOCKHEED MARTIN COM 539830109 945 3 0.32 447 -2.62 0.1024
2023-01-26 2022-12-31 13F LOCKHEED MARTIN COM 539830109 942 40 4.43 458 31.61 0.1157
2022-11-07 2022-09-30 13F LOCKHEED MARTIN COM 539830109 902 -21 -2.28 348 -12.34 0.0956
2022-08-10 2022-06-30 13F LOCKHEED MARTIN COM 539830109 923 7 0.76 397 -1.98 0.1111
2022-04-21 2022-03-31 13F LOCKHEED MARTIN COM 539830109 916 5 0.55 405 25.00 0.1137
2022-02-03 2021-12-31 13F LOCKHEED MARTIN COM 539830109 911 7 0.77 324 3.85 0.0917
2021-11-09 2021-09-30 13F LOCKHEED MARTIN COM 539830109 904 9 1.01 312 -7.96 0.0983
2021-08-10 2021-06-30 13F LOCKHEED MARTIN COM 539830109 895 -18 -1.97 339 0.59 0.1104
2021-04-30 2021-03-31 13F LOCKHEED MARTIN COM 539830109 913 3 0.33 337 4.33 0.1218
2021-02-12 2020-12-31 13F LOCKHEED MARTIN COM 539830109 910 910 323 0.1206
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.