Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionMoody Lynn & Lieberson, Llc
Latest Disclosed Ownership1,081 shares
Latest Disclosed Value $ 653,346
Moody Lynn & Lieberson, Llc reports 18.40% increase in ownership of LMT / Lockheed Martin Corporation

On April 13, 2026 - Moody Lynn & Lieberson, Llc filed a 13F-HR form disclosing ownership of 1,081 shares of Lockheed Martin Corporation (MX:LMT) valued at $653,346 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 913 shares of Lockheed Martin Corporation. This represents a change in shares of 18.40% 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)
2026-04-13 2026-03-31 13F LOCKHEED MARTIN COM 539830109 1,081 168 18.40 653 48.07 0.0367
2026-01-15 2025-12-31 13F LOCKHEED MARTIN COM 539830109 913 -32 -3.39 442 -6.37 0.0234
2025-10-20 2025-09-30 13F LOCKHEED MARTIN COM 539830109 945 -76 -7.44 472 -0.21 0.0254
2025-07-17 2025-06-30 13F LOCKHEED MARTIN COM 539830109 1,021 -227 -18.19 473 -15.26 0.0273
2025-04-28 2025-03-31 13F LOCKHEED MARTIN COM 539830109 1,248 -41,680 -97.09 557 -97.33 0.0358
2025-01-21 2024-12-31 13F LOCKHEED MARTIN COM 539830109 42,928 -274 -0.63 20,860 -17.40 1.2782
2024-10-23 2024-09-30 13F LOCKHEED MARTIN COM 539830109 43,202 2,737 6.76 25,254 33.61 1.5563
2024-07-25 2024-06-30 13F LOCKHEED MARTIN COM 539830109 40,465 3,093 8.28 18,901 11.19 1.2374
2024-04-23 2024-03-31 13F LOCKHEED MARTIN COM 539830109 37,372 -12,861 -25.60 16,999 -25.33 1.1430
2024-01-24 2023-12-31 13F LOCKHEED MARTIN COM 539830109 50,233 5,629 12.62 22,768 24.81 1.7325
2023-10-24 2023-09-30 13F LOCKHEED MARTIN COM 539830109 44,604 -2,484 -5.28 18,241 -15.85 1.5635
2023-07-27 2023-06-30 13F LOCKHEED MARTIN COM 539830109 47,088 -4,142 -8.09 21,678 -10.48 1.7500
2023-05-02 2023-03-31 13F LOCKHEED MARTIN COM 539830109 51,230 -2,078 -3.90 24,218 96,768.00 2.1779
2023-02-01 2022-12-31 13F LOCKHEED MARTIN COM 539830109 53,308 48 0.09 26 -99.88 2.3736
2022-10-26 2022-09-30 13F LOCKHEED MARTIN COM 539830109 53,260 -1,641 -2.99 20,574 -12.84 1.9856
2022-07-28 2022-06-30 13F LOCKHEED MARTIN COM 539830109 54,901 5,040 10.11 23,605 7.25 2.1246
2022-04-27 2022-03-31 13F LOCKHEED MARTIN COM 539830109 49,861 21,049 73.06 22,009 114.93 1.6113
2022-01-26 2021-12-31 13F LOCKHEED MARTIN COM 539830109 28,812 -15,122 -34.42 10,240 -32.46 0.6870
2021-10-26 2021-09-30 13F LOCKHEED MARTIN COM 539830109 43,934 3,877 9.68 15,162 0.04 1.1365
2021-07-28 2021-06-30 13F LOCKHEED MARTIN COM 539830109 40,057 1,960 5.14 15,156 7.66 1.1419
2021-04-23 2021-03-31 13F LOCKHEED MARTIN COM 539830109 38,097 17,029 80.83 14,077 88.22 1.1696
2021-01-26 2020-12-31 13F LOCKHEED MARTIN COM 539830109 21,068 32 0.15 7,479 -7.24 0.6419
2020-10-28 2020-09-30 13F LOCKHEED MARTIN COM 539830109 21,036 223 1.07 8,063 6.16 0.7989
2020-07-24 2020-06-30 13F LOCKHEED MARTIN COM 539830109 20,813 51 0.25 7,595 7.93 0.8249
2020-04-30 2020-03-31 13F LOCKHEED MARTIN COM 539830109 20,762 -14,752 -41.54 7,037 -49.11 0.9676
2020-01-28 2019-12-31 13F LOCKHEED MARTIN COM 539830109 35,514 -1,225 -3.33 13,828 -3.50 1.3340
2019-10-28 2019-09-30 13F LOCKHEED MARTIN COM 539830109 36,739 -510 -1.37 14,330 5.82 1.5999
2019-07-23 2019-06-30 13F LOCKHEED MARTIN COM 539830109 37,249 11,998 47.51 13,542 78.68 1.4885
2019-04-23 2019-03-31 13F LOCKHEED MARTIN COM 539830109 25,251 -300 -1.17 7,579 13.29 0.8685
2019-01-29 2018-12-31 13F LOCKHEED MARTIN COM 539830109 25,551 -10,535 -29.19 6,690 -46.41 0.8992
2018-10-29 2018-09-30 13F LOCKHEED MARTIN COM 539830109 36,086 -655 -1.78 12,484 15.02 1.3253
2018-07-24 2018-06-30 13F LOCKHEED MARTIN COM 539830109 36,741 -15,810 -30.09 10,854 -38.88 1.2814
2018-04-27 2018-03-31 13F LOCKHEED MARTIN COM 539830109 52,551 -6,214 -10.57 17,759 -13.75 2.1453
2018-02-02 2017-12-31 13F LOCKHEED MARTIN COM 539830109 58,765 -2,385 -3.90 20,591 8.52 2.1977
2017-11-06 2017-09-30 13F LOCKHEED MARTIN COM 539830109 61,150 -1,146 -1.84 18,974 9.71 2.3073
2017-07-26 2017-06-30 13F LOCKHEED MARTIN COM 539830109 62,296 24,272 63.83 17,294 69.97 2.2724
2017-05-02 2017-03-31 13F LOCKHEED MARTIN COM 539830109 38,024 381 1.01 10,175 8.14 1.4292
2017-01-25 2016-12-31 13F LOCKHEED MARTIN COM 539830109 37,643 628 1.70 9,409 6.04 1.3510
2016-10-25 2016-09-30 13F LOCKHEED MARTIN COM 539830109 37,015 -29,778 -44.58 8,873 -46.47 1.4754
2016-07-29 2016-06-30 13F LOCKHEED MARTIN COM 539830109 66,793 2,577 4.01 16,576 16.54 2.9695
2016-05-02 2016-03-31 13F LOCKHEED MARTIN COM 539830109 64,216 -7,673 -10.67 14,224 -8.88 2.2400
2016-01-28 2015-12-31 13F LOCKHEED MARTIN COM 539830109 71,889 33,814 88.81 15,611 97.78 2.4555
2015-10-28 2015-09-30 13F LOCKHEED MARTIN COM 539830109 38,075 38,075 7,893 1.5141
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.