Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionInvestors Research Corp
Latest Disclosed Ownership2,237 shares
Latest Disclosed Value $ 1,352,020
Investors Research Corp reports 13.99% decrease in ownership of LMT / Lockheed Martin Corporation

On April 3, 2026 - Investors Research Corp filed a 13F-HR form disclosing ownership of 2,237 shares of Lockheed Martin Corporation (MX:LMT) valued at $1,352,020 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 2,601 shares of Lockheed Martin Corporation. This represents a change in shares of -13.99% 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)
2026-04-03 2026-03-31 13F LOCKHEED MARTIN COM 539830109 2,237 -364 -13.99 1,352 7.47 0.2494
2026-01-06 2025-12-31 13F LOCKHEED MARTIN COM 539830109 2,601 0 0.00 1,258 -3.08 0.2304
2025-10-02 2025-09-30 13F LOCKHEED MARTIN COM 539830109 2,601 0 0.00 1,298 7.81 0.2402
2025-07-07 2025-06-30 13F LOCKHEED MARTIN COM 539830109 2,601 0 0.00 1,205 3.70 0.2362
2025-04-08 2025-03-31 13F LOCKHEED MARTIN COM 539830109 2,601 0 0.00 1,162 -8.08 0.2516
2025-02-07 2024-12-31 13F LOCKHEED MARTIN COM 539830109 2,601 -186 -6.67 1,264 -22.47 0.2777
2024-11-12 2024-09-30 13F LOCKHEED MARTIN COM 539830109 2,787 -1,266 -31.24 1,629 -13.95 0.3560
2024-07-31 2024-06-30 13F LOCKHEED MARTIN COM 539830109 4,053 0 0.00 1,893 2.71 0.4423
2024-05-06 2024-03-31 13F LOCKHEED MARTIN COM 539830109 4,053 -100 -2.41 1,844 -2.07 0.4311
2024-01-30 2023-12-31 13F LOCKHEED MARTIN COM 539830109 4,153 0 0.00 1,882 10.84 0.4543
2023-11-01 2023-09-30 13F LOCKHEED MARTIN COM 539830109 4,153 0 0.00 1,698 -11.15 0.4435
2023-08-14 2023-06-30 13F LOCKHEED MARTIN COM 539830109 4,153 0 0.00 1,912 -2.65 0.4826
2023-05-11 2023-03-31 13F LOCKHEED MARTIN COM 539830109 4,153 0 0.00 1,963 -2.82 0.5100
2023-02-06 2022-12-31 13F LOCKHEED MARTIN COM 539830109 4,153 -25 -0.60 2,020 25.15 0.5466
2022-11-10 2022-09-30 13F LOCKHEED MARTIN COM 539830109 4,178 0 0.00 1,614 -10.13 0.4943
2022-07-21 2022-06-30 13F LOCKHEED MARTIN COM 539830109 4,178 191 4.79 1,796 2.05 0.5399
2022-04-13 2022-03-31 13F LOCKHEED MARTIN COM 539830109 3,987 -225 -5.34 1,760 17.57 0.4971
2022-01-27 2021-12-31 13F LOCKHEED MARTIN COM 539830109 4,212 0 0.00 1,497 2.96 0.4532
2021-10-27 2021-09-30 13F LOCKHEED MARTIN COM 539830109 4,212 0 0.00 1,454 -8.78 0.4908
2021-07-29 2021-06-30 13F LOCKHEED MARTIN COM 539830109 4,212 0 0.00 1,594 2.44 0.5515
2021-04-28 2021-03-31 13F LOCKHEED MARTIN COM 539830109 4,212 1,775 72.84 1,556 79.88 0.5861
2021-01-21 2020-12-31 13F LOCKHEED MARTIN COM 539830109 2,437 0 0.00 865 -7.39 0.3404
2020-10-20 2020-09-30 13F LOCKHEED MARTIN COM 539830109 2,437 54 2.27 934 7.36 0.4533
2020-07-21 2020-06-30 13F LOCKHEED MARTIN COM 539830109 2,383 0 0.00 870 7.67 0.4366
2020-05-05 2020-03-31 13F LOCKHEED MARTIN COM 539830109 2,383 -300 -11.18 808 -22.68 0.5042
2020-02-11 2019-12-31 13F LOCKHEED MARTIN COM 539830109 2,683 0 0.00 1,045 -0.19 0.4820
2019-10-22 2019-09-30 13F LOCKHEED MARTIN COM 539830109 2,683 -324 -10.77 1,047 -4.21 0.5310
2019-07-08 2019-06-30 13F LOCKHEED MARTIN COM 539830109 3,007 -200 -6.24 1,093 13.50 0.5708
2019-04-23 2019-03-31 13F LOCKHEED MARTIN COM 539830109 3,207 863 36.82 963 56.84 0.5135
2019-02-04 2018-12-31 13F LOCKHEED MARTIN COM 539830109 2,344 0 0.00 614 -24.29 0.4288
2018-11-14 2018-09-30 13F LOCKHEED MARTIN COM 539830109 2,344 0 0.00 811 17.20 0.4637
2018-08-10 2018-06-30 13F LOCKHEED MARTIN COM 539830109 2,344 0 0.00 692 -12.63 0.4014
2018-05-09 2018-03-31 13F LOCKHEED MARTIN COM 539830109 2,344 0 0.00 792 5.18 0.4817
2018-02-13 2017-12-31 13F LOCKHEED MARTIN COM 539830109 2,344 2,344 753 0.4657
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.