Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionWestside Investment Management, Inc.
Latest Disclosed Ownership1,554 shares
Latest Disclosed Value $ 948,017
Westside Investment Management, Inc. ownership in LMT / Lockheed Martin Corporation

On May 4, 2026 - Westside Investment Management, Inc. filed a 13F-HR form disclosing ownership of 1,554 shares of Lockheed Martin Corporation (MX:LMT) valued at $948,017 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 1,554 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)
2026-05-04 2026-03-31 13F LOCKHEED MARTIN COM 539830109 1,554 0 0.00 948 25.23 0.0707
2026-01-23 2025-12-31 13F LOCKHEED MARTIN COM 539830109 1,554 7 0.45 758 -1.94 0.1212
2025-11-04 2025-09-30 13F LOCKHEED MARTIN COM 539830109 1,547 58 3.90 772 11.88 0.1234
2025-08-05 2025-06-30 13F LOCKHEED MARTIN COM 539830109 1,489 26 1.78 691 5.50 0.1281
2025-04-25 2025-03-31 13F LOCKHEED MARTIN COM 539830109 1,463 0 0.00 654 -7.89 0.1393
2025-01-17 2024-12-31 13F LOCKHEED MARTIN COM 539830109 1,463 -12 -0.81 711 -16.47 0.1498
2024-11-20 2024-09-30 13F LOCKHEED MARTIN COM 539830109 1,475 -20 -1.34 851 21.78 0.1812
2024-07-17 2024-06-30 13F LOCKHEED MARTIN COM 539830109 1,495 0 0.00 698 2.80 0.1598
2024-04-19 2024-03-31 13F LOCKHEED MARTIN COM 539830109 1,495 220 17.25 679 17.68 0.1629
2024-01-12 2023-12-31 13F LOCKHEED MARTIN COM 539830109 1,275 0 0.00 578 10.75 0.1478
2023-11-15 2023-09-30 13F LOCKHEED MARTIN COM 539830109 1,275 -13 -1.01 521 -12.14 0.1501
2023-07-14 2023-06-30 13F LOCKHEED MARTIN COM 539830109 1,288 0 0.00 593 -2.47 0.1675
2023-05-17 2023-03-31 13F LOCKHEED MARTIN COM 539830109 1,288 0 0.00 609 1,166.67 0.1788
2023-01-31 2022-12-31 13F LOCKHEED MARTIN COM 539830109 1,288 0 0.00 48 23.08 0.1190
2022-11-09 2022-09-30 13F LOCKHEED MARTIN COM 539830109 1,288 0 0.00 39 -13.33 0.0934
2022-07-15 2022-06-30 13F LOCKHEED MARTIN COM 539830109 1,288 13 1.02 45 0.00 0.1021
2022-04-25 2022-03-31 13F LOCKHEED MARTIN COM 539830109 1,275 8 0.63 45 28.57 0.0990
2022-02-15 2021-12-31 13F LOCKHEED MARTIN COM 539830109 1,267 0 0.00 35 0.00 0.0803
2021-10-27 2021-09-30 13F LOCKHEED MARTIN COM 539830109 1,267 42 3.43 35 -7.89 0.0811
2021-07-28 2021-06-30 13F LOCKHEED MARTIN COM 539830109 1,225 93 8.22 38 0.0887
2021-04-14 2021-03-31 13F LOCKHEED MARTIN COM 539830109 1,132 35 3.19 0 0.0011
2021-01-15 2020-12-31 13F LOCKHEED MARTIN COM 539830109 1,097 -10 -0.90 0 0.0011
2020-10-14 2020-09-30 13F LOCKHEED MARTIN COM 539830109 1,107 0 0.00 0 0.0002
2020-07-21 2020-06-30 13F LOCKHEED MARTIN COM 539830109 1,107 0 0.00 0 7.47 0.0002
2020-04-16 2020-03-31 13F LOCKHEED MARTIN COM 539830109 1,107 61 5.83 0 -1.32 0.0003
2019-07-24 2019-06-30 13F LOCKHEED MARTIN COM 539830109 1,046 0 0.00 0 -100.00 0.0008
2019-02-05 2018-12-31 13F LOCKHEED MARTIN COM 539830109 1,046 -102 -8.89 274 -31.58 0.1003
2018-11-08 2018-09-30 13F LOCKHEED MARTIN COM 539830109 1,148 48 4.36 399 21.28 0.1277
2018-08-13 2018-06-30 13F LOCKHEED MARTIN COM 539830109 1,100 -3 -0.27 329 -10.35 0.1158
2018-04-16 2018-03-31 13F LOCKHEED MARTIN COM 539830109 1,103 50 4.75 367 6.38 0.2018
2018-02-15 2017-12-31 13F LOCKHEED MARTIN COM 539830109 1,053 13 1.25 346 4.86 0.1872
2017-11-13 2017-09-30 13F LOCKHEED MARTIN COM 539830109 1,040 0 0.00 330 11.15 0.1992
2017-09-14 2017-06-30 13F/A-1 LOCKHEED MARTIN COM 539830109 1,040 0 0.00 297 6.86 0.1938
2017-08-15 2017-06-30 13F LOCKHEED MARTIN COM 539830109 1,040 0 297
2017-05-11 2017-03-31 13F LOCKHEED MARTIN COM 539830109 1,040 950 1,055.56 278 1,159.09 0.1326
2017-05-11 2016-12-31 13F LOCKHEED MARTIN COM 539830109 90 90 23 0.0156
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.