Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionSit Investment Associates Inc
Latest Disclosed Ownership6,894 shares
Latest Disclosed Value $ 4,167
Sit Investment Associates Inc ownership in LMT / Lockheed Martin Corporation

On May 13, 2026 - Sit Investment Associates Inc filed a 13F-HR form disclosing ownership of 6,894 shares of Lockheed Martin Corporation (MX:LMT) valued at $4,167 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 6,894 shares of Lockheed Martin Corporation. This represents a change in shares of 0.00% 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)
2026-05-13 2026-03-31 13F LOCKHEED MARTIN COMMON 539830109 6,894 0 0.00 4 33.33 0.0846
2026-02-12 2025-12-31 13F LOCKHEED MARTIN COMMON 539830109 6,894 0 0.00 3 0.00 0.0667
2025-11-13 2025-09-30 13F LOCKHEED MARTIN COMMON 539830109 6,894 -303 -4.21 3 0.00 0.0698
2025-08-14 2025-06-30 13F LOCKHEED MARTIN COMMON 539830109 7,197 -485 -6.31 3 0.00 0.0712
2025-05-13 2025-03-31 13F LOCKHEED MARTIN COMMON 539830109 7,682 99 1.31 3 0.00 0.0805
2025-02-13 2024-12-31 13F LOCKHEED MARTIN COMMON 539830109 7,583 -950 -11.13 4 -25.00 0.0836
2024-11-13 2024-09-30 13F LOCKHEED MARTIN COMMON 539830109 8,533 -87 -1.01 5 0.00 0.1113
2024-08-14 2024-06-30 13F LOCKHEED MARTIN COMMON 539830109 8,620 -800 -8.49 4 0.00 0.0927
2024-05-14 2024-03-31 13F LOCKHEED MARTIN COMMON 539830109 9,420 -2,760 -22.66 4 -20.00 0.0985
2024-02-13 2023-12-31 13F LOCKHEED MARTIN COMMON 539830109 12,180 -14,028 -53.53 6 -50.00 0.1353
2023-11-13 2023-09-30 13F LOCKHEED MARTIN COMMON 539830109 26,208 5,422 26.08 11 11.11 0.2941
2023-08-10 2023-06-30 13F LOCKHEED MARTIN COMMON 539830109 20,786 11,860 132.87 10 125.00 0.2500
2023-05-11 2023-03-31 13F LOCKHEED MARTIN COMMON 539830109 8,926 -110 -1.22 4 0.00 0.1146
2023-02-10 2022-12-31 13F LOCKHEED MARTIN COMMON 539830109 9,036 -60 -0.66 4 -99.89 0.1232
2022-11-10 2022-09-30 13F LOCKHEED MARTIN COMMON 539830109 9,096 -60 -0.66 3,514 -10.74 0.1051
2022-08-11 2022-06-30 13F LOCKHEED MARTIN COMMON 539830109 9,156 0 0.00 3,937 -2.57 0.1198
2022-05-12 2022-03-31 13F LOCKHEED MARTIN COMMON 539830109 9,156 0 0.00 4,041 24.19 0.1089
2022-02-11 2021-12-31 13F LOCKHEED MARTIN COMMON 539830109 9,156 0 0.00 3,254 2.97 0.0764
2021-11-12 2021-09-30 13F LOCKHEED MARTIN COMMON 539830109 9,156 0 0.00 3,160 -8.78 0.0818
2021-08-13 2021-06-30 13F LOCKHEED MARTIN COMMON 539830109 9,156 0 0.00 3,464 2.39 0.0857
2021-05-13 2021-03-31 13F LOCKHEED MARTIN COMMON 539830109 9,156 -11,915 -56.55 3,383 -54.77 0.0885
2021-02-11 2020-12-31 13F LOCKHEED MARTIN COMMON 539830109 21,071 -2,849 -11.91 7,480 -18.41 0.2025
2020-11-12 2020-09-30 13F/A-1 LOCKHEED MARTIN COMMON 539830109 23,920 -2,135 -8.19 9,168 -3.58 0.2695
2020-11-12 2020-09-30 13F LOCKHEED MARTIN COMMON 539830109 32,990 6,935 12,868 395,339.7347
2020-08-13 2020-06-30 13F LOCKHEED MARTIN COMMON 539830109 26,055 -2,150 -7.62 9,508 -0.54 0.2985
2020-05-13 2020-03-31 13F LOCKHEED MARTIN COMMON 539830109 28,205 -2,780 -8.97 9,560 -20.76 0.3620
2020-02-13 2019-12-31 13F LOCKHEED MARTIN COMMON 539830109 30,985 -2,005 -6.08 12,065 -6.24 0.3430
2019-11-13 2019-09-30 13F LOCKHEED MARTIN COMMON 539830109 32,990 -14,680 -30.80 12,868 -25.75 0.3953
2019-08-14 2019-06-30 13F LOCKHEED MARTIN COMMON 539830109 47,670 -3,950 -7.65 17,330 11.85 0.5343
2019-05-14 2019-03-31 13F LOCKHEED MARTIN COMMON 539830109 51,620 -15,760 -23.39 15,494 -12.18 0.4905
2019-01-14 2018-12-31 13F LOCKHEED MARTIN COMMON 539830109 67,380 -410 -0.60 17,643 -24.77 0.5677
2018-11-14 2018-09-30 13F LOCKHEED MARTIN COMMON 539830109 67,790 6,441 10.50 23,453 29.40 0.6016
2018-07-19 2018-06-30 13F LOCKHEED MARTIN COMMON 539830109 61,349 3,695 6.41 18,124 -6.98 0.4667
2018-04-20 2018-03-31 13F LOCKHEED MARTIN COMMON 539830109 57,654 -2,840 -4.69 19,483 0.31 0.4811
2018-01-10 2017-12-31 13F LOCKHEED MARTIN COMMON 539830109 60,494 -1,620 -2.61 19,422 0.77 0.4633
2017-10-18 2017-09-30 13F LOCKHEED MARTIN COMMON 539830109 62,114 -13,000 -17.31 19,273 -7.57 0.4790
2017-07-19 2017-06-30 13F LOCKHEED MARTIN COMMON 539830109 75,114 -375 -0.50 20,852 3.22 0.5157
2017-04-25 2017-03-31 13F LOCKHEED MARTIN COMMON 539830109 75,489 1,000 1.34 20,201 8.50 0.5037
2017-01-19 2016-12-31 13F LOCKHEED MARTIN COMMON 539830109 74,489 13,814 22.77 18,618 28.00 0.4877
2016-11-01 2016-09-30 13F LOCKHEED MARTIN COMMON 539830109 60,675 -20,623 -25.37 14,545 -27.91 0.3841
2016-07-28 2016-06-30 13F LOCKHEED MARTIN COMMON 539830109 81,298 -102,242 -55.71 20,176 -50.37 0.5346
2016-04-14 2016-03-31 13F LOCKHEED MARTIN COMMON 539830109 183,540 26,550 16.91 40,654 19.25 0.7452
2016-01-20 2015-12-31 13F LOCKHEED MARTIN COMMON 539830109 156,990 -51,705 -24.78 34,090 -21.21 0.6382
2015-11-04 2015-09-30 13F LOCKHEED MARTIN COMMON 539830109 208,695 -9,015 -4.14 43,265 6.90 0.8087
2015-07-20 2015-06-30 13F LOCKHEED MARTIN COMMON 539830109 217,710 36,045 19.84 40,472 9.77 0.7412
2015-04-30 2015-03-31 13F LOCKHEED MARTIN COMMON 539830109 181,665 181,665 0.00 36,871 0.6390
2015-01-28 2014-12-31 13F LOCKHEED MARTIN COMMON 539830109 0 -198,480 -100.00 0 -100.00
2014-10-27 2014-09-30 13F LOCKHEED MARTIN COMMON 539830109 198,480 23,605 13.50 36,278 29.07 0.6330
2014-08-13 2014-06-30 13F LOCKHEED MARTIN COMMON 539830109 174,875 174,875 28,108 0.4783
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.