Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionAncora Advisors, LLC
Latest Disclosed Ownership3,042 shares
Latest Disclosed Value $ 1,838,554
Ancora Advisors, LLC reports 6.89% decrease in ownership of LMT / Lockheed Martin Corporation

On May 15, 2026 - Ancora Advisors, LLC filed a 13F-HR form disclosing ownership of 3,042 shares of Lockheed Martin Corporation (MX:LMT) valued at $1,838,554 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 3,267 shares of Lockheed Martin Corporation. This represents a change in shares of -6.89% 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)
2026-05-15 2026-03-31 13F LOCKHEED MARTIN CORP COM COM 539830109 3,042 -225 -6.89 1,839 16.33 0.0391
2026-02-17 2025-12-31 13F LOCKHEED MARTIN CORP COM COM 539830109 3,267 658 25.22 1,580 21.35 0.0326
2025-11-14 2025-09-30 13F LOCKHEED MARTIN COM 539830109 2,609 323 14.13 1,303 23.06 0.0260
2025-08-14 2025-06-30 13F LOCKHEED MARTIN COM 539830109 2,286 76 3.44 1,059 7.19 0.0220
2025-05-15 2025-03-31 13F LOCKHEED MARTIN COM 539830109 2,210 66 3.08 987 -5.19 0.0220
2025-02-14 2024-12-31 13F LOCKHEED MARTIN COM 539830109 2,144 93 4.53 1,042 -13.11 0.0232
2024-11-14 2024-09-30 13F LOCKHEED MARTIN COM 539830109 2,051 -220 -9.69 1,199 13.02 0.0273
2024-08-14 2024-06-30 13F LOCKHEED MARTIN COM 539830109 2,271 25 1.11 1,061 3.82 0.0263
2024-05-16 2024-03-31 13F LOCKHEED MARTIN COM 539830109 2,246 -117 -4.95 1,022 -4.67 0.0232
2024-02-14 2023-12-31 13F LOCKHEED MARTIN COM 539830109 2,363 -108 -4.37 1,071 6.04 0.0252
2023-11-14 2023-09-30 13F LOCKHEED MARTIN COM 539830109 2,471 -55 -2.18 1,011 -13.08 0.0268
2023-08-14 2023-06-30 13F LOCKHEED MARTIN COM 539830109 2,526 7 0.28 1,163 -2.35 0.0306
2023-05-16 2023-03-31 13F LOCKHEED MARTIN COM 539830109 2,519 30 1.21 1,191 -1.65 0.0338
2023-02-14 2022-12-31 13F LOCKHEED MARTIN COM 539830109 2,489 208 9.12 1,210 37.34 0.0349
2022-11-14 2022-09-30 13F LOCKHEED MARTIN COM 539830109 2,281 228 11.11 881 -0.23 0.0272
2022-08-15 2022-06-30 13F LOCKHEED MARTIN COM 539830109 2,053 76 3.84 883 1.15 0.0249
2022-05-16 2022-03-31 13F/A-1 LOCKHEED MARTIN COM 539830109 1,977 -122 -5.81 873 17.02 0.0212
2022-05-13 2022-03-31 13F LOCKHEED MARTIN CORP COM COM 539830109 1,911 -188 706 0.0122
2022-02-14 2021-12-31 13F LOCKHEED MARTIN COM 539830109 2,099 -351 -14.33 746 -11.82 0.0177
2021-11-15 2021-09-30 13F LOCKHEED MARTIN COM 539830109 2,450 662 37.02 846 25.15 0.0219
2021-11-12 2021-06-30 13F/A-1 LOCKHEED MARTIN COM 539830109 1,788 -123 -6.44 676 -4.25 0.0177
2021-08-13 2021-06-30 13F LOCKHEED MARTIN COM 539830109 1,788 -123 676 0.0177
2021-11-12 2021-03-31 13F/A-1 LOCKHEED MARTIN CORP COM COM 539830109 1,911 -294 -13.33 706 -9.83 0.0195
2021-05-14 2021-03-31 13F LOCKHEED MARTIN CORP COM COM 539830109 1,911 -294 706 0.0195
2021-11-12 2020-12-31 13F/A-1 LOCKHEED MARTIN COM 539830109 2,205 -250 -10.18 783 -16.79 0.0252
2021-02-12 2020-12-31 13F LOCKHEED MARTIN COM 539830109 2,205 -250 783 0.0252
2021-11-12 2020-09-30 13F/A-1 LOCKHEED MARTIN COM 539830109 2,455 -87 -3.42 941 1.40 0.0374
2020-11-13 2020-09-30 13F LOCKHEED MARTIN COM 539830109 2,455 -87 941 0.0374
2021-11-12 2020-06-30 13F/A-1 LOCKHEED MARTIN COM 539830109 2,542 497 24.30 928 33.91 0.0388
2020-08-14 2020-06-30 13F LOCKHEED MARTIN COM 539830109 2,542 497 928 0.0388
2021-11-12 2020-03-31 13F/A-1 LOCKHEED MARTIN COM 539830109 2,045 336 19.66 693 4.21 0.0321
2020-05-14 2020-03-31 13F LOCKHEED MARTIN COM 539830109 2,045 336 693 0.0321
2020-02-14 2019-12-31 13F LOCKHEED MARTIN COM 539830109 1,709 -98 -5.42 665 -5.54 0.0247
2019-11-19 2019-09-30 13F/A-2 LOCKHEED MARTIN COM 539830109 1,807 -151 -7.71 704 -1.12 0.0307
2019-11-18 2019-09-30 13F/A-1 LOCKHEED MARTIN COM 539830109 1,807 -151 704 0.0307
2019-11-14 2019-09-30 13F LOCKHEED MARTIN COM 539830109 1,807 -151 704 0.0309
2019-11-14 2019-06-30 13F/A-1 LOCKHEED MARTIN COM 539830109 1,958 40 2.09 712 23.61 0.0319
2019-08-12 2019-06-30 13F LOCKHEED MARTIN COM 539830109 1,958 40 712 29,408.6669
2019-11-14 2019-03-31 13F/A-1 LOCKHEED MARTIN COM 539830109 1,918 161 9.16 576 25.22 0.0261
2019-05-15 2019-03-31 13F LOCKHEED MARTIN COM 539830109 1,918 161 576 23,995.2509
2019-11-14 2018-12-31 13F/A-1 LOCKHEED MARTIN COM 539830109 1,757 32 1.86 460 -22.95 0.0221
2019-02-14 2018-12-31 13F LOCKHEED MARTIN COM 539830109 1,757 32 460
2018-11-13 2018-09-30 13F LOCKHEED MARTIN COM 539830109 1,725 1,725 597 0.0230
2017-05-15 2017-03-31 13F LOCKHEED MARTIN COM 539830109 0 -55 -100.00 0 -100.00
2017-02-14 2016-12-31 13F LOCKHEED MARTIN COM 539830109 55 55 14 0.0010
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.