Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionGradient Investments LLC
Latest Disclosed Ownership12,097 shares
Latest Disclosed Value $ 7,311,131
Gradient Investments LLC reports 1.10% increase in ownership of LMT / Lockheed Martin Corporation

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 12,097 shares of Lockheed Martin Corporation (MX:LMT) valued at $7,311,131 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 11,965 shares of Lockheed Martin Corporation. This represents a change in shares of 1.10% 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)
2026-04-13 2026-03-31 13F LOCKHEED MARTIN COM 539830109 12,097 132 1.10 7,311 26.33 0.1133
2026-01-08 2025-12-31 13F LOCKHEED MARTIN COM 539830109 11,965 -114 -0.94 5,787 -4.01 0.0919
2025-10-06 2025-09-30 13F LOCKHEED MARTIN COM 539830109 12,079 118 0.99 6,030 8.85 0.1007
2025-07-08 2025-06-30 13F LOCKHEED MARTIN COM 539830109 11,961 95 0.80 5,540 4.51 0.1013
2025-04-09 2025-03-31 13F LOCKHEED MARTIN COM 539830109 11,866 356 3.09 5,301 -5.22 0.1069
2025-01-21 2024-12-31 13F LOCKHEED MARTIN COM 539830109 11,510 84 0.74 5,593 -16.27 0.1133
2024-10-15 2024-09-30 13F LOCKHEED MARTIN COM 539830109 11,426 30 0.26 6,679 25.50 0.1392
2024-07-18 2024-06-30 13F LOCKHEED MARTIN COM 539830109 11,396 125 1.11 5,323 3.82 0.1195
2024-04-23 2024-03-31 13F LOCKHEED MARTIN COM 539830109 11,271 -245 -2.13 5,127 -1.78 0.1189
2024-01-18 2023-12-31 13F LOCKHEED MARTIN COM 539830109 11,516 -3,517 -23.40 5,219 -15.10 0.1262
2023-10-27 2023-09-30 13F LOCKHEED MARTIN COM 539830109 15,033 -33 -0.22 6,148 -11.38 0.1623
2023-07-11 2023-06-30 13F LOCKHEED MARTIN COM 539830109 15,066 -3,340 -18.15 6,936 -20.29 0.1786
2023-04-17 2023-03-31 13F LOCKHEED MARTIN COM 539830109 18,406 -1 -0.01 8,701 -2.84 0.2372
2023-01-10 2022-12-31 13F LOCKHEED MARTIN COM 539830109 18,407 11,918 183.66 8,955 257.20 0.2823
2022-10-14 2022-09-30 13F LOCKHEED MARTIN COM 539830109 6,489 -31 -0.48 2,507 -10.56 0.0767
2022-07-11 2022-06-30 13F LOCKHEED MARTIN COM 539830109 6,520 -310 -4.54 2,803 -7.03 0.0818
2022-05-26 2022-03-31 13F LOCKHEED MARTIN COM 539830109 6,830 -33,677 -83.14 3,015 -79.06 0.0775
2022-01-12 2021-12-31 13F LOCKHEED MARTIN COM 539830109 40,507 -12,577 -23.69 14,397 -21.41 0.3650
2021-10-18 2021-09-30 13F LOCKHEED MARTIN COM 539830109 53,084 8,827 19.94 18,319 9.40 0.5132
2021-07-12 2021-06-30 13F LOCKHEED MARTIN COM 539830109 44,257 569 1.30 16,745 3.73 0.4900
2021-04-21 2021-03-31 13F LOCKHEED MARTIN COM 539830109 43,688 8,729 24.97 16,143 20.48 0.5249
2021-01-08 2020-12-31 13F LOCKHEED MARTIN COM 539830109 34,959 -360 -1.02 13,399 -1.02 0.5687
2020-10-06 2020-09-30 13F LOCKHEED MARTIN COM 539830109 35,319 2,267 6.86 13,537 12.24 0.5685
2020-07-10 2020-06-30 13F LOCKHEED MARTIN COM 539830109 33,052 -709 -2.10 12,061 5.40 0.5500
2020-04-07 2020-03-31 13F LOCKHEED MARTIN COM 539830109 33,761 924 2.81 11,443 -10.50 0.6166
2020-01-15 2019-12-31 13F LOCKHEED MARTIN COM 539830109 32,837 1,104 3.48 12,786 3.30 0.5694
2019-10-10 2019-09-30 13F LOCKHEED MARTIN COM 539830109 31,733 -1,355 -4.10 12,378 2.90 0.6063
2019-07-16 2019-06-30 13F LOCKHEED MARTIN COM 539830109 33,088 4,614 16.20 12,029 40.74 0.6175
2019-04-11 2019-03-31 13F LOCKHEED MARTIN COM 539830109 28,474 -3,100 -9.82 8,547 3.39 0.5527
2019-01-18 2018-12-31 13F LOCKHEED MARTIN COM 539830109 31,574 1,218 4.01 8,267 -21.28 0.4961
2018-10-11 2018-09-30 13F LOCKHEED MARTIN COM 539830109 30,356 26,120 616.62 10,502 739.49 0.5386
2018-08-09 2018-06-30 13F LOCKHEED MARTIN COM 539830109 4,236 26 0.62 1,251 -12.09 0.0668
2018-04-10 2018-03-31 13F LOCKHEED MARTIN COM 539830109 4,210 74 1.79 1,423 7.15 0.0770
2018-02-07 2017-12-31 13F LOCKHEED MARTIN COM 539830109 4,136 0 0.00 1,328 3.51 0.0767
2017-10-16 2017-09-30 13F LOCKHEED MARTIN COM 539830109 4,136 62 1.52 1,283 13.44 0.0820
2017-07-19 2017-06-30 13F LOCKHEED MARTIN COM 539830109 4,074 16 0.39 1,131 4.14 0.0793
2017-04-11 2017-03-31 13F LOCKHEED MARTIN COM 539830109 4,058 0 0.00 1,086 7.10 0.0831
2017-01-17 2016-12-31 13F LOCKHEED MARTIN COM 539830109 4,058 -25 -0.61 1,014 3.58 0.0888
2016-10-11 2016-09-30 13F LOCKHEED MARTIN COM 539830109 4,083 -149 -3.52 979 -6.76 0.0962
2016-07-14 2016-06-30 13F LOCKHEED MARTIN COM 539830109 4,232 -16,961 -80.03 1,050 -77.63 0.1137
2016-04-13 2016-03-31 13F LOCKHEED MARTIN COM 539830109 21,193 -447 -2.07 4,694 -0.11 0.5793
2016-01-19 2015-12-31 13F LOCKHEED MARTIN COM 539830109 21,640 -31 -0.14 4,699 4.58 0.6266
2015-10-14 2015-09-30 13F LOCKHEED MARTIN COM 539830109 21,671 -2,829 -11.55 4,493 -1.36 0.6376
2015-08-25 2015-06-30 13F LOCKHEED MARTIN COM 539830109 24,500 1,298 5.59 4,555 -3.27 0.6238
2015-04-10 2015-03-31 13F LOCKHEED MARTIN COM 539830109 23,202 616 2.73 4,709 8.28 0.7037
2015-01-15 2014-12-31 13F LOCKHEED MARTIN COM 539830109 22,586 1,648 7.87 4,349 13.64 0.7162
2014-10-14 2014-09-30 13F LOCKHEED MARTIN COM 539830109 20,938 6,389 43.91 3,827 61.14 0.6919
2014-04-11 2014-03-31 13F LOCKHEED MARTIN COM 539830109 14,549 639 4.59 2,375 14.85 0.5497
2014-01-13 2013-12-31 13F LOCKHEED MARTIN COM 539830109 13,910 1,162 9.12 2,068 27.18 0.5500
2013-10-15 2013-09-30 13F LOCKHEED MARTIN COM 539830109 12,748 874 7.36 1,626 26.24 0.5124
2013-07-19 2013-06-30 13F LOCKHEED MARTIN COM 539830109 11,874 11,874 1,288 0.4836
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.