Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionCrewe Advisors LLC
Latest Disclosed Ownership430 shares
Latest Disclosed Value $ 259,888
Crewe Advisors LLC reports 2.38% increase in ownership of LMT / Lockheed Martin Corporation

On May 7, 2026 - Crewe Advisors LLC filed a 13F-HR form disclosing ownership of 430 shares of Lockheed Martin Corporation (MX:LMT) valued at $259,888 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 420 shares of Lockheed Martin Corporation. This represents a change in shares of 2.38% 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)
2026-05-07 2026-03-31 13F LOCKHEED MARTIN COM 539830109 430 10 2.38 260 27.59 0.0222
2026-01-16 2025-12-31 13F LOCKHEED MARTIN COM 539830109 420 1 0.24 203 -2.87 0.0180
2025-11-13 2025-09-30 13F LOCKHEED MARTIN COM 539830109 419 -18 -4.12 209 3.47 0.0200
2025-07-30 2025-06-30 13F LOCKHEED MARTIN COM 539830109 437 22 5.30 202 9.19 0.0286
2025-04-23 2025-03-31 13F LOCKHEED MARTIN COM 539830109 415 -4 -0.95 185 -8.87 0.0261
2025-01-27 2024-12-31 13F LOCKHEED MARTIN COM 539830109 419 -96 -18.64 204 -32.56 0.0281
2024-11-12 2024-09-30 13F LOCKHEED MARTIN COM 539830109 515 22 4.46 301 30.87 0.0349
2024-07-29 2024-06-30 13F LOCKHEED MARTIN COM 539830109 493 -49 -9.04 230 -6.50 0.0258
2024-05-14 2024-03-31 13F LOCKHEED MARTIN COM 539830109 542 542 247 0.0287
2023-11-09 2023-09-30 13F LOCKHEED MARTIN COM 539830109 0 -499 -100.00 0 -100.00
2023-07-28 2023-06-30 13F LOCKHEED MARTIN COM 539830109 499 45 9.91 230 7.01 0.0322
2023-05-12 2023-03-31 13F LOCKHEED MARTIN COM 539830109 454 -4 -0.87 215 -3.60 0.0313
2023-02-08 2022-12-31 13F LOCKHEED MARTIN COM 539830109 458 -114 -19.93 223 0.45 0.0353
2022-11-14 2022-09-30 13F LOCKHEED MARTIN COM 539830109 572 23 4.19 221 -6.36 0.0399
2022-08-02 2022-06-30 13F LOCKHEED MARTIN COM 539830109 549 51 10.24 236 7.27 0.0521
2022-04-27 2022-03-31 13F LOCKHEED MARTIN COM 539830109 498 230 85.82 220 131.58 0.0429
2022-02-10 2021-12-31 13F LOCKHEED MARTIN COM 539830109 268 66 32.67 95 35.71 0.0193
2021-10-29 2021-09-30 13F LOCKHEED MARTIN COM 539830109 202 0 0.00 70 -7.89 0.0165
2021-08-11 2021-06-30 13F LOCKHEED MARTIN COM 539830109 202 26 14.77 76 16.92 0.0189
2021-04-21 2021-03-31 13F LOCKHEED MARTIN COM 539830109 176 0 0.00 65 4.84 0.0161
2021-01-27 2020-12-31 13F LOCKHEED MARTIN COM 539830109 176 -25 -12.44 62 -19.48 0.0248
2020-10-13 2020-09-30 13F LOCKHEED MARTIN COM 539830109 201 67 50.00 77 57.14 0.0361
2020-07-24 2020-06-30 13F LOCKHEED MARTIN COM 539830109 134 0 0.00 49 8.89 0.0239
2020-05-07 2020-03-31 13F LOCKHEED MARTIN COM 539830109 134 0 0.00 45 -13.46 0.0269
2020-02-05 2019-12-31 13F LOCKHEED MARTIN COM 539830109 134 0 0.00 52 0.00 0.0228
2019-11-05 2019-09-30 13F LOCKHEED MARTIN COM 539830109 134 0 0.00 52 6.12 0.0239
2019-08-09 2019-06-30 13F LOCKHEED MARTIN COM 539830109 134 0 0.00 49 22.50 0.0159
2019-05-10 2019-03-31 13F LOCKHEED MARTIN COM 539830109 134 0 0.00 40 14.29 0.0126
2019-02-05 2018-12-31 13F LOCKHEED MARTIN COM 539830109 134 0 0.00 35 -23.91 0.0111
2018-11-13 2018-09-30 13F LOCKHEED MARTIN COM 539830109 134 0 0.00 46 15.00 0.0389
2018-08-07 2018-06-30 13F LOCKHEED MARTIN COM 539830109 134 -9 -6.29 40 -16.67 0.0371
2018-05-07 2018-03-31 13F LOCKHEED MARTIN COM 539830109 143 0 0.00 48 4.35 0.0471
2018-02-09 2017-12-31 13F LOCKHEED MARTIN COM 539830109 143 143 46 0.0450
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.