Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionSmartleaf Asset Management LLC
Latest Disclosed Ownership2,852 shares
Latest Disclosed Value $ 1,707,280
Smartleaf Asset Management LLC reports 10.12% increase in ownership of LMT / Lockheed Martin Corporation

On May 15, 2026 - Smartleaf Asset Management LLC filed a 13F-HR form disclosing ownership of 2,852 shares of Lockheed Martin Corporation (MX:LMT) valued at $1,707,280 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,590 shares of Lockheed Martin Corporation. This represents a change in shares of 10.12% 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 2,852 262 10.12 1,707 35.15 0.0617
2026-02-13 2025-12-31 13F LOCKHEED MARTIN COM 539830109 2,590 73 2.90 1,264 2.02 0.0479
2025-11-05 2025-09-30 13F LOCKHEED MARTIN COM 539830109 2,517 997 65.59 1,239 77.62 0.0766
2025-08-14 2025-06-30 13F LOCKHEED MARTIN COM 539830109 1,520 -291 -16.07 697 -12.77 0.0614
2025-05-14 2025-03-31 13F LOCKHEED MARTIN COM 539830109 1,811 -370 -16.96 800 -24.19 0.0772
2025-02-05 2024-12-31 13F LOCKHEED MARTIN COM 539830109 2,181 734 50.73 1,054 25.18 0.1075
2024-11-13 2024-09-30 13F LOCKHEED MARTIN COM 539830109 1,447 273 23.25 843 53.65 0.1023
2024-10-08 2024-06-30 13F/A-1 LOCKHEED MARTIN COM 539830109 1,174 113 10.65 549 13.22 0.0899
2024-08-13 2024-06-30 13F LOCKHEED MARTIN COM 539830109 1,174 113 549 0.0899
2024-10-07 2024-03-31 13F/A-1 LOCKHEED MARTIN COM 539830109 1,061 78 7.93 485 14.96 0.0937
2024-05-03 2024-03-31 13F LOCKHEED MARTIN COM 539830109 1,061 78 355 0.0853
2024-02-12 2023-12-31 13F LOCKHEED MARTIN COM 539830109 983 983 422 0.1128
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.