Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionProficio Capital Partners LLC
Latest Disclosed Ownership1,724 shares
Latest Disclosed Value $ 1,041,968
Proficio Capital Partners LLC reports 4.91% decrease in ownership of LMT / Lockheed Martin Corporation

On May 14, 2026 - Proficio Capital Partners LLC filed a 13F-HR form disclosing ownership of 1,724 shares of Lockheed Martin Corporation (MX:LMT) valued at $1,041,968 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,813 shares of Lockheed Martin Corporation. This represents a change in shares of -4.91% 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)
2026-05-14 2026-03-31 13F LOCKHEED MARTIN COM 539830109 1,724 -89 -4.91 1,042 18.84 0.0557
2026-02-12 2025-12-31 13F LOCKHEED MARTIN COM 539830109 1,813 -28 -1.52 877 -4.68 0.0616
2025-11-17 2025-09-30 13F/A-1 LOCKHEED MARTIN COM 539830109 1,841 -766 -29.38 919 -23.86 0.0631
2025-11-12 2025-09-30 13F LOCKHEED MARTIN COM 539830109 1,841 -766 919 0.0236
2025-08-07 2025-06-30 13F LOCKHEED MARTIN COM 539830109 2,607 77 3.04 1,207 6.81 0.0751
2025-05-06 2025-03-31 13F LOCKHEED MARTIN COM 539830109 2,530 -13 -0.51 1,130 -8.50 0.0873
2025-02-06 2024-12-31 13F/A-1 LOCKHEED MARTIN COM 539830109 2,543 250 10.90 1,236 -7.84 0.1002
2025-02-05 2024-12-31 13F LOCKHEED MARTIN COM 539830109 1,235,568 1,233,275 1,236 0.0956
2024-11-01 2024-09-30 13F LOCKHEED MARTIN COM 539830109 2,293 -814 -26.20 1,340 -7.65 0.1333
2024-07-25 2024-06-30 13F LOCKHEED MARTIN COM 539830109 3,107 -66 -2.08 1,451 0.55 0.1524
2024-05-02 2024-03-31 13F LOCKHEED MARTIN COM 539830109 3,173 121 3.96 1,443 4.34 0.1589
2024-02-13 2023-12-31 13F LOCKHEED MARTIN COM 539830109 3,052 34 1.13 1,383 12.07 0.1710
2023-10-18 2023-09-30 13F LOCKHEED MARTIN COM 539830109 3,018 -2,413 -44.43 1,234 -50.64 0.1645
2023-08-14 2023-06-30 13F LOCKHEED MARTIN COM 539830109 5,431 -462 -7.84 2,500 -10.23 0.3402
2023-04-21 2023-03-31 13F/A-1 LOCKHEED MARTIN COM 539830109 5,893 5,114 656.48 2,786 634.83 0.4421
2023-04-19 2023-03-31 13F LOCKHEED MARTIN COM 539830109 2,785,255 2,784,476 2,786 0.4136
2023-01-30 2022-12-31 13F LOCKHEED MARTIN COM 539830109 779 106 15.75 379 46.33 0.0718
2022-10-11 2022-09-30 13F LOCKHEED MARTIN COM 539830109 673 76 12.73 259 0.78 0.0477
2022-08-15 2022-06-30 13F LOCKHEED MARTIN COM 539830109 597 -5,013 -89.36 257 -89.62 0.0481
2022-05-13 2022-03-31 13F LOCKHEED MARTIN COM 539830109 5,610 4,929 723.79 2,476 923.14 0.3698
2022-02-11 2021-12-31 13F LOCKHEED MARTIN COM 539830109 681 681 242 0.0337
2021-11-15 2021-09-30 13F LOCKHEED MARTIN COM 539830109 0 -571 -100.00 0 -100.00
2021-08-16 2021-06-30 13F/A-1 LOCKHEED MARTIN COM 539830109 571 571 216 0.0263
2021-08-16 2021-06-30 13F LOCKHEED MARTIN COM 539830109 571 571 216 0.0422
2021-05-14 2021-03-31 13F LOCKHEED MARTIN COM 539830109 0 -658 -100.00 0 -100.00
2021-02-11 2020-12-31 13F LOCKHEED MARTIN COM 539830109 658 -128 -16.28 234 -22.26 0.0366
2020-11-02 2020-09-30 13F LOCKHEED MARTIN COM 539830109 786 -95 -10.78 301 -6.52 0.0533
2020-08-14 2020-06-30 13F LOCKHEED MARTIN COM 539830109 881 44 5.26 322 2.88 0.0658
2020-05-06 2020-03-31 13F LOCKHEED MARTIN COM 539830109 837 837 -4.99 313 -2.80 0.0786
2019-11-13 2019-09-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 0 -532 -100.00 0 -100.00
2019-08-13 2019-06-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 532 109 25.77 193 51.97 0.0660
2019-05-13 2019-03-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 423 30 7.63 127 23.30 0.0453
2019-02-08 2018-12-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 393 7 1.81 103 -23.13 0.0458
2018-11-13 2018-09-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 386 15 4.04 134 21.82 0.0441
2018-08-10 2018-06-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 371 77 26.19 110 11.11 0.0452
2018-05-14 2018-03-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 294 -9 -2.97 99 2.06 0.0291
2018-02-09 2017-12-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 303 5 1.68 97 5.43 0.0312
2017-11-14 2017-09-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 298 3 1.02 92 5.75 0.0372
2017-08-03 2017-06-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 295 1 0.34 87 6.10 0.0361
2017-05-25 2017-03-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 294 122 70.93 82 90.70 0.0359
2017-02-14 2016-12-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 172 -11 -6.01 43 -2.27 0.0182
2016-10-25 2016-09-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 183 6 3.39 44 -2.22 0.0254
2016-07-29 2016-06-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 177 3 1.72 45 15.38 0.0282
2016-04-08 2016-03-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 174 126 262.50 39 290.00 0.0326
2016-01-11 2015-12-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 48 48 10 0.0098
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.