Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionResources Investment Advisors, LLC.
Latest Disclosed Ownership9,034 shares
Latest Disclosed Value $ 5,459,834
Resources Investment Advisors, LLC. reports 10.36% decrease in ownership of LMT / Lockheed Martin Corporation

On May 8, 2026 - Resources Investment Advisors, LLC. filed a 13F-HR form disclosing ownership of 9,034 shares of Lockheed Martin Corporation (MX:LMT) valued at $5,459,834 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 10,078 shares of Lockheed Martin Corporation. This represents a change in shares of -10.36% 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)
2026-05-08 2026-03-31 13F LOCKHEED MARTIN COM 539830109 9,034 -1,044 -10.36 5,460 12.00 0.0534
2026-02-13 2025-12-31 13F LOCKHEED MARTIN COM 539830109 10,078 2,223 28.30 4,874 24.31 0.0478
2025-11-10 2025-09-30 13F LOCKHEED MARTIN COM 539830109 7,855 -173 -2.15 3,921 5.46 0.0403
2025-08-07 2025-06-30 13F LOCKHEED MARTIN COM 539830109 8,028 -1,406 -14.90 3,718 -11.77 0.0413
2025-04-29 2025-03-31 13F LOCKHEED MARTIN COM 539830109 9,434 -2,448 -20.60 4,214 -27.02 0.0499
2025-02-13 2024-12-31 13F LOCKHEED MARTIN COM 539830109 11,882 -820 -6.46 5,774 -22.23 0.0670
2024-11-06 2024-09-30 13F LOCKHEED MARTIN COM 539830109 12,702 -375 -2.87 7,425 21.55 0.0848
2024-08-02 2024-06-30 13F LOCKHEED MARTIN COM 539830109 13,077 2,599 24.80 6,108 28.16 0.0763
2024-05-10 2024-03-31 13F LOCKHEED MARTIN COM 539830109 10,478 195 1.90 4,766 2.27 0.0749
2024-02-13 2023-12-31 13F LOCKHEED MARTIN COM 539830109 10,283 1,580 18.15 4,661 30.94 0.0816
2023-11-14 2023-09-30 13F LOCKHEED MARTIN COM 539830109 8,703 1,538 21.47 3,559 7.91 0.0771
2023-08-07 2023-06-30 13F LOCKHEED MARTIN COM 539830109 7,165 -45 -0.62 3,298 -3.23 0.0730
2023-05-10 2023-03-31 13F LOCKHEED MARTIN COM 539830109 7,210 82 1.15 3,409 -1.70 0.0799
2023-02-02 2022-12-31 13F LOCKHEED MARTIN COM 539830109 7,128 547 8.31 3,468 36.39 0.1006
2022-11-08 2022-09-30 13F LOCKHEED MARTIN COM 539830109 6,581 862 15.07 2,542 3.38 0.0942
2022-08-08 2022-06-30 13F LOCKHEED MARTIN COM 539830109 5,719 -74 -1.28 2,459 -3.83 0.1056
2022-05-05 2022-03-31 13F LOCKHEED MARTIN COM 539830109 5,793 -242 -4.01 2,557 19.21 0.0966
2022-02-23 2021-12-31 13F LOCKHEED MARTIN COM 539830109 6,035 183 3.13 2,145 6.19 0.0759
2021-11-05 2021-09-30 13F LOCKHEED MARTIN COM 539830109 5,852 166 2.92 2,020 -6.09 0.0801
2021-08-09 2021-06-30 13F LOCKHEED MARTIN COM 539830109 5,686 55 0.98 2,151 3.36 0.0886
2021-05-10 2021-03-31 13F LOCKHEED MARTIN COM 539830109 5,631 140 2.55 2,081 6.77 0.0973
2021-02-08 2020-12-31 13F LOCKHEED MARTIN COM 539830109 5,491 -77 -1.38 1,949 -8.67 0.1015
2020-10-09 2020-09-30 13F LOCKHEED MARTIN COM 539830109 5,568 88 1.61 2,134 6.70 0.1474
2020-08-14 2020-06-30 13F LOCKHEED MARTIN COM 539830109 5,480 -197 -3.47 2,000 3.95 0.1441
2020-05-14 2020-03-31 13F LOCKHEED MARTIN COM 539830109 5,677 516 10.00 1,924 -4.23 0.1704
2020-02-07 2019-12-31 13F LOCKHEED MARTIN COM 539830109 5,161 -343 -6.23 2,009 -6.43 0.1582
2019-11-08 2019-09-30 13F LOCKHEED MARTIN COM 539830109 5,504 -2,335 -29.79 2,147 -24.67 0.1926
2019-08-12 2019-06-30 13F LOCKHEED MARTIN COM 539830109 7,839 4,361 125.39 2,850 172.99 0.2206
2019-05-10 2019-03-31 13F LOCKHEED MARTIN COM 539830109 3,478 -79 -2.22 1,044 12.14 0.1526
2019-02-12 2018-12-31 13F LOCKHEED MARTIN COM 539830109 3,557 1,264 55.12 931 17.40 0.1570
2018-11-07 2018-09-30 13F LOCKHEED MARTIN COM 539830109 2,293 203 9.71 793 28.53 0.1859
2018-08-14 2018-06-30 13F LOCKHEED MARTIN COM 539830109 2,090 -175 -7.73 617 -19.45 0.1294
2018-05-14 2018-03-31 13F LOCKHEED MARTIN COM COM 539830109 2,265 1 0.04 766 5.36 0.1683
2018-01-31 2017-12-31 13F LOCKHEED MARTIN COM 539830109 2,264 624 38.05 727 42.83 0.0831
2017-11-13 2017-09-30 13F LOCKHEED MARTIN COM 539830109 1,640 467 39.81 509 56.13 0.1870
2017-08-14 2017-06-30 13F LOCKHEED MARTIN COM 539830109 1,173 1,173 326 0.0972
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.