Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionFiduciary Group LLC
Latest Disclosed Ownership2,463 shares
Latest Disclosed Value $ 1,488,613
Fiduciary Group LLC reports 1.04% decrease in ownership of LMT / Lockheed Martin Corporation

On May 11, 2026 - Fiduciary Group LLC filed a 13F-HR form disclosing ownership of 2,463 shares of Lockheed Martin Corporation (MX:LMT) valued at $1,488,613 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,489 shares of Lockheed Martin Corporation. This represents a change in shares of -1.04% 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 COM 539830109 2,463 -26 -1.04 1,489 23.69 0.1271
2026-02-12 2025-12-31 13F LOCKHEED MARTIN COM 539830109 2,489 -45 -1.78 1,204 -4.83 0.1011
2025-11-12 2025-09-30 13F LOCKHEED MARTIN COM 539830109 2,534 0 0.00 1,265 7.76 0.1111
2025-08-13 2025-06-30 13F LOCKHEED MARTIN COM 539830109 2,534 0 0.00 1,174 3.71 0.1105
2025-04-28 2025-03-31 13F LOCKHEED MARTIN COM 539830109 2,534 -6 -0.24 1,132 -8.35 0.1134
2025-02-11 2024-12-31 13F LOCKHEED MARTIN COM 539830109 2,540 0 0.00 1,234 -16.85 0.1238
2024-11-13 2024-09-30 13F LOCKHEED MARTIN COM 539830109 2,540 -21 -0.82 1,485 24.08 0.1504
2024-08-08 2024-06-30 13F LOCKHEED MARTIN COM 539830109 2,561 -4 -0.16 1,196 2.57 0.1286
2024-05-13 2024-03-31 13F LOCKHEED MARTIN COM 539830109 2,565 10 0.39 1,167 0.69 0.1271
2024-02-05 2023-12-31 13F LOCKHEED MARTIN COM 539830109 2,555 -42 -1.62 1,158 9.04 0.1357
2023-11-13 2023-09-30 13F/A-1 LOCKHEED MARTIN COM 539830109 2,597 285 12.33 1,062 -0.19 0.1356
2023-11-13 2023-09-30 13F LOCKHEED MARTIN COM 539830109 2,597 285 1,062 0.1356
2023-07-27 2023-06-30 13F LOCKHEED MARTIN COM 539830109 2,312 21 0.92 1,064 -1.75 0.1308
2023-05-15 2023-03-31 13F/A-1 LOCKHEED MARTIN COM 539830109 2,291 -20 -0.87 1,083 -3.65 0.1408
2023-05-15 2023-03-31 13F LOCKHEED MARTIN COM 539830109 2,291 -20 1,033 0.1327
2023-02-07 2022-12-31 13F LOCKHEED MARTIN COM 539830109 2,311 20 0.87 1,124 -0.09 0.1498
2022-11-14 2022-09-30 13F LOCKHEED MARTIN COM 539830109 2,291 67 3.01 1,125 17.92 0.1457
2022-08-12 2022-06-30 13F LOCKHEED MARTIN COM 539830109 2,224 10 0.45 954 -2.15 0.1192
2022-05-13 2022-03-31 13F LOCKHEED MARTIN COM 539830109 2,214 4 0.18 975 24.05 0.1287
2022-02-14 2021-12-31 13F LOCKHEED MARTIN COM 539830109 2,210 90 4.25 786 11.65 0.0874
2021-10-27 2021-09-30 13F LOCKHEED MARTIN COM 539830109 2,120 -39 -1.81 704 -9.86 0.0799
2021-08-05 2021-06-30 13F LOCKHEED MARTIN COM 539830109 2,159 14 0.65 781 -4.29 0.0904
2021-05-03 2021-03-31 13F LOCKHEED MARTIN COM 539830109 2,145 182 9.27 816 22.52 0.0993
2021-02-12 2020-12-31 13F LOCKHEED MARTIN COM 539830109 1,963 0 0.00 666 -11.44 0.0879
2020-11-12 2020-09-30 13F LOCKHEED MARTIN COM 539830109 1,963 23 1.19 752 6.21 0.1136
2020-08-14 2020-06-30 13F LOCKHEED MARTIN COM 539830109 1,940 -223 -10.31 708 -3.41 0.1181
2020-05-11 2020-03-31 13F LOCKHEED MARTIN COM 539830109 2,163 57 2.71 733 -10.61 0.1438
2020-02-14 2019-12-31 13F LOCKHEED MARTIN COM 539830109 2,106 -257 -10.88 820 -11.06 0.1308
2019-11-13 2019-09-30 13F LOCKHEED MARTIN COM 539830109 2,363 -181 -7.11 922 -0.32 0.1613
2019-08-05 2019-06-30 13F LOCKHEED MARTIN COM 539830109 2,544 -68 -2.60 925 17.98 0.1661
2019-05-08 2019-03-31 13F LOCKHEED MARTIN COM 539830109 2,612 256 10.87 784 27.07 0.1459
2019-02-13 2018-12-31 13F LOCKHEED MARTIN COM 539830109 2,356 -60 -2.48 617 -26.20 0.1276
2018-10-18 2018-09-30 13F LOCKHEED MARTIN COM 539830109 2,416 -25 -1.02 836 15.95 0.1638
2018-08-02 2018-06-30 13F LOCKHEED MARTIN COM 539830109 2,441 -23 -0.93 721 -13.45 0.1524
2018-05-14 2018-03-31 13F LOCKHEED MARTIN COM 539830109 2,464 3 0.12 833 5.44 0.1805
2018-02-02 2017-12-31 13F LOCKHEED MARTIN COM 539830109 2,461 0 0.00 790 3.40 0.1686
2017-11-13 2017-09-30 13F LOCKHEED MARTIN COM 539830109 2,461 11 0.45 764 12.35 0.1720
2017-08-11 2017-06-30 13F LOCKHEED MARTIN COM 539830109 2,450 -80 -3.16 680 0.44 0.1569
2017-05-12 2017-03-31 13F LOCKHEED MARTIN COM 539830109 2,530 0 0.00 677 7.12 0.1604
2017-02-13 2016-12-31 13F LOCKHEED MARTIN COM 539830109 2,530 0 0.00 632 4.12 0.1634
2016-10-25 2016-09-30 13F LOCKHEED MARTIN COM 539830109 2,530 -16 -0.63 607 -3.96 0.1645
2016-08-10 2016-06-30 13F LOCKHEED MARTIN COM 539830109 2,546 165 6.93 632 19.92 0.1755
2016-05-13 2016-03-31 13F LOCKHEED MARTIN COM 539830109 2,381 -14 -0.58 527 1.35 0.1526
2016-02-12 2015-12-31 13F LOCKHEED MARTIN COM 539830109 2,395 487 25.52 520 31.31 0.1550
2015-11-12 2015-09-30 13F LOCKHEED MARTIN COM 539830109 1,908 0 0.00 396 11.55 0.1317
2015-07-30 2015-06-30 13F LOCKHEED MARTIN COM 539830109 1,908 1,908 355 0.1117
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.