Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionNikulski Financial, Inc.
Latest Disclosed Ownership5,535 shares
Latest Disclosed Value $ 3,345,450
Nikulski Financial, Inc. reports 5.91% increase in ownership of LMT / Lockheed Martin Corporation

On May 15, 2026 - Nikulski Financial, Inc. filed a 13F-HR form disclosing ownership of 5,535 shares of Lockheed Martin Corporation (MX:LMT) valued at $3,345,450 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 5,226 shares of Lockheed Martin Corporation. This represents a change in shares of 5.91% 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 COM 539830109 5,535 309 5.91 3,345 32.37 0.8258
2026-01-15 2025-12-31 13F LOCKHEED MARTIN COM 539830109 5,226 1,899 57.08 2,528 52.23 0.6043
2025-11-05 2025-09-30 13F LOCKHEED MARTIN COM 539830109 3,327 333 11.12 1,661 19.77 0.4173
2025-08-15 2025-06-30 13F LOCKHEED MARTIN COM 539830109 2,994 577 23.87 1,387 28.45 0.3796
2025-05-01 2025-03-31 13F LOCKHEED MARTIN COM 539830109 2,417 55 2.33 1,080 -5.93 0.3264
2025-01-21 2024-12-31 13F LOCKHEED MARTIN COM 539830109 2,362 4 0.17 1,148 -16.76 0.3375
2024-10-28 2024-09-30 13F LOCKHEED MARTIN COM 539830109 2,358 -71 -2.92 1,379 21.52 0.4126
2024-07-30 2024-06-30 13F LOCKHEED MARTIN COM 539830109 2,429 -40 -1.62 1,135 0.98 0.3610
2024-04-18 2024-03-31 13F LOCKHEED MARTIN COM 539830109 2,469 288 13.20 1,123 13.66 0.3725
2024-02-01 2023-12-31 13F LOCKHEED MARTIN COM 539830109 2,181 -50 -2.24 989 8.33 0.3619
2023-10-17 2023-09-30 13F LOCKHEED MARTIN COM 539830109 2,231 115 5.43 912 -6.37 0.3775
2023-07-28 2023-06-30 13F LOCKHEED MARTIN COM 539830109 2,116 15 0.71 974 -1.91 0.4028
2023-05-11 2023-03-31 13F LOCKHEED MARTIN COM 539830109 2,101 105 5.26 993 2.27 0.4388
2023-01-25 2022-12-31 13F LOCKHEED MARTIN COM 539830109 1,996 15 0.76 971 26.93 0.4630
2022-10-20 2022-09-30 13F LOCKHEED MARTIN COM 539830109 1,981 -135 -6.38 765 -15.93 0.3959
2022-07-19 2022-06-30 13F LOCKHEED MARTIN COM 539830109 2,116 23 1.10 910 -1.52 0.4515
2022-04-08 2022-03-31 13F LOCKHEED MARTIN COM 539830109 2,093 20 0.96 924 25.37 0.3908
2022-02-01 2021-12-31 13F LOCKHEED MARTIN COM 539830109 2,073 207 11.09 737 14.44 0.3089
2021-11-05 2021-09-30 13F LOCKHEED MARTIN COM 539830109 1,866 38 2.08 644 -7.47 0.2978
2021-08-11 2021-06-30 13F LOCKHEED MARTIN COM 539830109 1,828 -5 -0.27 696 2.81 0.3242
2021-05-14 2021-03-31 13F LOCKHEED MARTIN COM 539830109 1,833 417 29.45 677 34.59 0.3471
2021-02-09 2020-12-31 13F/A-1 LOCKHEED MARTIN COM 539830109 1,416 220 18.39 503 9.83 0.2759
2021-02-04 2020-12-31 13F LOCKHEED MARTIN COM 539830109 1,196 0 458 290,426.6990
2020-11-10 2020-09-30 13F LOCKHEED MARTIN COM 539830109 1,196 85 7.65 458 13.09 0.2904
2020-07-17 2020-06-30 13F LOCKHEED MARTIN COM 539830109 1,111 9 0.82 405 8.29 0.2842
2020-04-29 2020-03-31 13F LOCKHEED MARTIN COM 539830109 1,102 86 8.46 374 -15.19 0.3263
2020-02-04 2019-12-31 13F LOCKHEED MARTIN COM 539830109 1,016 76 8.09 441 22.84 0.3190
2019-10-22 2019-09-30 13F LOCKHEED MARTIN COM 539830109 940 215 29.66 359 38.08 0.2991
2019-07-22 2019-06-30 13F LOCKHEED MARTIN COM 539830109 725 -250 -25.64 260 -11.26 0.2197
2019-04-12 2019-03-31 13F LOCKHEED MARTIN COM 539830109 975 131 15.52 293 32.58 0.2853
2019-01-25 2018-12-31 13F LOCKHEED MARTIN COM 539830109 844 -106 -11.16 221 -20.79 0.2320
2018-11-02 2018-09-30 13F LOCKHEED MARTIN COM 539830109 950 119 14.32 279 13.41 0.2601
2018-08-10 2018-06-30 13F LOCKHEED MARTIN COM 539830109 831 20 2.47 246 -10.22 0.2267
2018-05-11 2018-03-31 13F LOCKHEED MARTIN COM 539830109 811 100 14.06 274 20.18 0.2718
2018-02-09 2017-12-31 13F LOCKHEED MARTIN COM 539830109 711 711 228 0.2459
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.