Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionShelton Capital Management
Latest Disclosed Ownership5,478 shares
Latest Disclosed Value $ 3,310,848
Shelton Capital Management reports 5.27% increase in ownership of LMT / Lockheed Martin Corporation

On May 15, 2026 - Shelton Capital Management filed a 13F-HR form disclosing ownership of 5,478 shares of Lockheed Martin Corporation (MX:LMT) valued at $3,310,848 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 5,204 shares of Lockheed Martin Corporation. This represents a change in shares of 5.27% 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 5,478 274 5.27 3,311 31.51 0.0724
2026-02-17 2025-12-31 13F LOCKHEED MARTIN COM 539830109 5,204 -450 -7.96 2,517 -10.81 0.0497
2025-11-14 2025-09-30 13F LOCKHEED MARTIN COM 539830109 5,654 -20 -0.35 2,823 7.42 0.0604
2025-08-13 2025-06-30 13F LOCKHEED MARTIN COM 539830109 5,674 3,094 119.92 2,628 128.04 0.0605
2025-05-15 2025-03-31 13F LOCKHEED MARTIN COM 539830109 2,580 -40 -1.53 1,153 -9.51 0.0275
2025-02-13 2024-12-31 13F LOCKHEED MARTIN COM 539830109 2,620 0 0.00 1,273 -16.85 0.0317
2024-11-14 2024-09-30 13F LOCKHEED MARTIN COM 539830109 2,620 -14,086 -84.32 1,532 -80.38 0.0393
2024-08-13 2024-06-30 13F LOCKHEED MARTIN COM 539830109 16,706 -9,000 -35.01 7,803 -33.26 0.2119
2024-05-15 2024-03-31 13F LOCKHEED MARTIN COM 539830109 25,706 0 0.00 11,693 0.36 0.3320
2024-02-14 2023-12-31 13F LOCKHEED MARTIN COM 539830109 25,706 1,007 4.08 11,651 15.35 0.3688
2023-11-14 2023-09-30 13F LOCKHEED MARTIN COM 539830109 24,699 -1,100 -4.26 10,101 -14.96 0.3700
2023-08-10 2023-06-30 13F LOCKHEED MARTIN COM 539830109 25,799 6,285 32.21 11,877 28.76 0.4264
2023-05-11 2023-03-31 13F LOCKHEED MARTIN COM 539830109 19,514 11,514 143.93 9,225 137.06 0.3842
2023-02-13 2022-12-31 13F LOCKHEED MARTIN COM 539830109 8,000 2,091 35.39 3,892 70.43 0.4076
2022-11-14 2022-09-30 13F LOCKHEED MARTIN COM 539830109 5,909 -2,578 -30.38 2,283 -37.43 0.1085
2022-08-11 2022-06-30 13F LOCKHEED MARTIN COM 539830109 8,487 500 6.26 3,649 3.52 0.1641
2022-05-12 2022-03-31 13F LOCKHEED MARTIN COM 539830109 7,987 -1,447 -15.34 3,525 5.13 0.1302
2022-02-11 2021-12-31 13F LOCKHEED MARTIN COM 539830109 9,434 61 0.65 3,353 3.65 0.1187
2021-11-15 2021-09-30 13F LOCKHEED MARTIN COM 539830109 9,373 -51 -0.54 3,235 -9.28 0.1264
2021-08-12 2021-06-30 13F LOCKHEED MARTIN COM 539830109 9,424 -9,424 -50.00 3,566 -48.79 0.1346
2021-05-14 2021-03-31 13F LOCKHEED MARTIN COM 539830109 18,848 10,824 134.90 6,964 144.52 0.2424
2021-02-16 2020-12-31 13F LOCKHEED MARTIN COM 539830109 8,024 -1,557 -16.25 2,848 -22.44 0.1280
2020-11-09 2020-09-30 13F LOCKHEED MARTIN COM 539830109 9,581 6,774 241.33 3,672 258.59 0.1520
2020-08-12 2020-06-30 13F LOCKHEED MARTIN COM 539830109 2,807 -48 -1.68 1,024 5.79 0.0564
2020-05-13 2020-03-31 13F LOCKHEED MARTIN COM 539830109 2,855 600 26.61 968 10.25 0.0702
2020-02-11 2019-12-31 13F LOCKHEED MARTIN COM 539830109 2,255 -226 -9.11 878 -9.30 0.0485
2019-11-13 2019-09-30 13F LOCKHEED MARTIN COM 539830109 2,481 0 0.00 968 7.32 0.0571
2019-08-14 2019-06-30 13F LOCKHEED MARTIN COM 539830109 2,481 1,736 233.02 902 -63.64 0.0520
2019-05-10 2019-03-31 13F LOCKHEED MARTIN COM 539830109 745 -1,836 -71.14 2,481 267.01 0.0098
2019-01-31 2018-12-31 13F LOCKHEED MARTIN COM 539830109 2,581 0 0.00 676 -24.30 0.0460
2018-11-14 2018-09-30 13F LOCKHEED MARTIN COM 539830109 2,581 389 17.75 893 37.81 0.0509
2018-08-10 2018-06-30 13F LOCKHEED MARTIN COM 539830109 2,192 111 5.33 648 -7.82 0.0403
2018-05-15 2018-03-31 13F LOCKHEED MARTIN COM 539830109 2,081 0 0.00 703 5.24 0.0461
2018-02-06 2017-12-31 13F LOCKHEED MARTIN COM 539830109 2,081 100 5.05 668 8.62 0.0429
2017-11-28 2017-09-30 13F/A-1 LOCKHEED MARTIN COM 539830109 1,981 0 0.00 615 11.82 0.0415
2017-08-14 2017-06-30 13F LOCKHEED MARTIN COM 539830109 1,981 0 0.00 550 3.77 0.0389
2017-11-28 2017-03-31 13F/A-1 LOCKHEED MARTIN COM 539830109 1,981 0 0.00 530 7.07 0.0367
2017-11-28 2016-12-31 13F/A-2 LOCKHEED MARTIN COM 539830109 1,981 -100 -4.81 495 -0.80 0.0377
2017-12-06 2016-09-30 13F/A-2 LOCKHEED MARTIN COM 539830109 2,081 100 5.05 499 1.42 0.0416
2017-12-04 2016-09-30 13F/A-1 LOCKHEED MARTIN COM 539830109 1,981 -100 495 0.0315
2016-08-01 2016-06-30 13F LOCKHEED MARTIN COM 539830109 1,981 -800 -28.77 492 -20.13 0.0434
2016-05-13 2016-03-31 13F LOCKHEED MARTIN COM 539830109 2,781 0 0.00 616 1.99 0.0558
2016-02-01 2015-12-31 13F LOCKHEED MARTIN COM 539830109 2,781 0 0.00 604 4.68 0.0584
2015-11-02 2015-09-30 13F LOCKHEED MARTIN COM 539830109 2,781 122 4.59 577 16.80 0.0635
2015-08-11 2015-06-30 13F LOCKHEED MARTIN COM 539830109 2,659 0 0.00 494 -8.52 0.0511
2015-05-12 2015-03-31 13F LOCKHEED MARTIN COM 539830109 2,659 678 34.23 540 41.73 0.0583
2015-02-10 2014-12-31 13F LOCKHEED MARTIN COM 539830109 1,981 0 0.00 381 5.25 0.0444
2014-10-15 2014-09-30 13F LOCKHEED MARTIN COM 539830109 1,981 0 0.00 362 13.84 0.0487
2014-07-25 2014-06-30 13F LOCKHEED MARTIN COM 539830109 1,981 -1,000 -33.55 318 -34.70 0.0444
2014-04-14 2014-03-31 13F LOCKHEED MARTIN COM 539830109 2,981 0 0.00 487 9.93 0.0714
2014-01-22 2013-12-31 13F LOCKHEED MARTIN COM 539830109 2,981 0 0.00 443 16.58 0.0670
2013-10-16 2013-09-30 13F LOCKHEED MARTIN COM 539830109 2,981 -1,400 -31.96 380 -20.00 0.0636
2013-07-10 2013-06-30 13F LOCKHEED MARTIN COM 539830109 4,381 4,381 475 0.0867
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.