Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionUnited Bank
Latest Disclosed Ownership13,877 shares
Latest Disclosed Value $ 8,387,121
United Bank reports 8.89% decrease in ownership of LMT / Lockheed Martin Corporation

On May 11, 2026 - United Bank filed a 13F-HR form disclosing ownership of 13,877 shares of Lockheed Martin Corporation (MX:LMT) valued at $8,387,121 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 15,231 shares of Lockheed Martin Corporation. This represents a change in shares of -8.89% 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)
2026-05-11 2026-03-31 13F LOCKHEED MARTIN COMMON STOCK 539830109 13,877 -1,354 -8.89 8,387 13.86 0.4711
2026-02-13 2025-12-31 13F LOCKHEED MARTIN COMMON STOCK 539830109 15,231 -3,593 -19.09 7,367 -21.61 0.9731
2025-11-07 2025-09-30 13F LOCKHEED MARTIN COMMON STOCK 539830109 18,824 -1,177 -5.88 9,397 1.45 1.1200
2025-07-18 2025-06-30 13F LOCKHEED MARTIN COMMON STOCK 539830109 20,001 1,749 9.58 9,263 13.61 1.1089
2025-05-14 2025-03-31 13F LOCKHEED MARTIN COMMON STOCK 539830109 18,252 18,252 8,153 1.0373
2024-05-13 2024-03-31 13F LOCKHEED MARTIN COMMON STOCK 539830109 0 -826 -100.00 0 -100.00
2024-02-07 2023-12-31 13F LOCKHEED MARTIN COMMON STOCK 539830109 826 200 31.95 374 46.09 0.0470
2023-11-08 2023-09-30 13F LOCKHEED MARTIN COMMON STOCK 539830109 626 44 7.56 256 -4.12 0.0336
2023-08-03 2023-06-30 13F LOCKHEED MARTIN COMMON STOCK 539830109 582 0 0.00 268 -2.91 0.0329
2023-05-01 2023-03-31 13F LOCKHEED MARTIN COMMON STOCK 539830109 582 -425 -42.20 275 -43.76 0.0352
2023-02-14 2022-12-31 13F LOCKHEED MARTIN COMMON STOCK 539830109 1,007 -82 -7.53 490 16.15 0.0687
2022-11-14 2022-09-30 13F LOCKHEED MARTIN COMMON STOCK 539830109 1,089 71 6.97 421 -3.88 0.0648
2022-08-12 2022-06-30 13F LOCKHEED MARTIN COMMON STOCK 539830109 1,018 0 0.00 438 -2.45 0.0657
2022-05-16 2022-03-31 13F LOCKHEED MARTIN COMMON STOCK 539830109 1,018 0 0.00 449 24.03 0.0591
2022-02-11 2021-12-31 13F LOCKHEED MARTIN COMMON STOCK 539830109 1,018 0 0.00 362 3.13 0.0445
2021-10-21 2021-09-30 13F LOCKHEED MARTIN COMMON STOCK 539830109 1,018 50 5.17 351 -4.10 0.0470
2021-08-16 2021-06-30 13F LOCKHEED MARTIN COMMON STOCK 539830109 968 -80 -7.63 366 -5.43 0.0492
2021-04-23 2021-03-31 13F LOCKHEED MARTIN COMMON STOCK 539830109 1,048 464 79.45 387 86.96 0.0532
2021-02-18 2020-12-31 13F LOCKHEED MARTIN COMMON STOCK 539830109 584 0 0.00 207 -7.59 0.0310
2020-12-11 2020-09-30 13F LOCKHEED MARTIN COMMON STOCK 539830109 584 0 0.00 224 5.16 0.0391
2020-09-18 2020-06-30 13F LOCKHEED MARTIN COMMON STOCK 539830109 584 -224 -27.72 213 -22.26 0.0386
2020-05-14 2020-03-31 13F LOCKHEED MARTIN COMMON STOCK 539830109 808 0 0.00 274 -13.02 0.0595
2020-02-14 2019-12-31 13F LOCKHEED MARTIN COMMON STOCK 539830109 808 194 31.60 315 31.80 0.0546
2019-11-13 2019-09-30 13F LOCKHEED MARTIN COMMON STOCK 539830109 614 35 6.04 239 13.81 0.0437
2019-08-15 2019-06-30 13F LOCKHEED MARTIN COMMON STOCK 539830109 579 579 210 0.0351
2019-02-14 2018-12-31 13F LOCKHEED MARTIN COMMON STOCK 539830109 0 -599 -100.00 0 -100.00
2018-11-13 2018-09-30 13F LOCKHEED MARTIN COMMON STOCK 539830109 599 599 207 0.0435
2018-08-20 2018-06-30 13F LOCKHEED MARTIN COMMON STOCK 539830109 0 -703 -100.00 0 -100.00
2018-05-14 2018-03-31 13F LOCKHEED MARTIN COMMON STOCK 539830109 703 0 0.00 238 5.31 0.0550
2018-02-15 2017-12-31 13F LOCKHEED MARTIN COMMON STOCK 539830109 703 703 226 0.0555
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.