Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionProspera Financial Services Inc
Latest Disclosed Ownership9,871 shares
Latest Disclosed Value $ 5,973,828
Prospera Financial Services Inc reports 0.97% increase in ownership of LMT / Lockheed Martin Corporation

On April 14, 2026 - Prospera Financial Services Inc filed a 13F-HR form disclosing ownership of 9,871 shares of Lockheed Martin Corporation (MX:LMT) valued at $5,973,828 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 9,776 shares of Lockheed Martin Corporation. This represents a change in shares of 0.97% 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)
2026-04-14 2026-03-31 13F LOCKHEED MARTIN COM 539830109 9,871 95 0.97 5,974 26.17 0.0962
2026-02-09 2025-12-31 13F LOCKHEED MARTIN COM 539830109 9,776 -52 -0.53 4,734 -3.64 0.0777
2025-11-06 2025-09-30 13F LOCKHEED MARTIN COM 539830109 9,828 -5,336 -35.19 4,913 -30.10 0.0838
2025-08-06 2025-06-30 13F LOCKHEED MARTIN COM 539830109 15,164 -113 -0.74 7,029 2.90 0.1310
2025-05-15 2025-03-31 13F LOCKHEED MARTIN COM 539830109 15,277 -384 -2.45 6,832 -10.32 0.1570
2025-02-13 2024-12-31 13F LOCKHEED MARTIN COM 539830109 15,661 504 3.33 7,617 -14.11 0.1774
2024-11-07 2024-09-30 13F LOCKHEED MARTIN COM 539830109 15,157 2,183 16.83 8,869 46.19 0.2265
2024-08-13 2024-06-30 13F LOCKHEED MARTIN COM 539830109 12,974 -1,767 -11.99 6,066 -9.60 0.1687
2024-08-13 2024-03-31 13F LOCKHEED MARTIN COM 539830109 14,741 -1,679 -10.23 6,710 -9.84 0.1999
2024-02-14 2023-12-31 13F LOCKHEED MARTIN COM 539830109 16,420 -240 -1.44 7,442 9.12 0.2464
2023-11-13 2023-09-30 13F LOCKHEED MARTIN COM 539830109 16,660 1,108 7.12 6,820 -4.84 0.2637
2023-08-08 2023-06-30 13F LOCKHEED MARTIN COM 539830109 15,552 4,128 36.13 7,167 32.55 0.2743
2023-05-12 2023-03-31 13F LOCKHEED MARTIN COM 539830109 11,424 4,995 77.69 5,408 72.91 0.2222
2023-02-08 2022-12-31 13F LOCKHEED MARTIN COM 539830109 6,429 -6,545 -50.45 3,128 -37.67 0.1567
2022-10-27 2022-09-30 13F LOCKHEED MARTIN COM 539830109 12,974 1,031 8.63 5,017 -2.26 0.2618
2022-08-08 2022-06-30 13F LOCKHEED MARTIN COM 539830109 11,943 -9,542 -44.41 5,133 -45.94 0.2618
2022-05-04 2022-03-31 13F LOCKHEED MARTIN COM 539830109 21,485 -3,845 -15.18 9,495 5.43 0.3976
2022-02-10 2021-12-31 13F LOCKHEED MARTIN COM 539830109 25,330 575 2.32 9,006 5.37 0.3893
2021-11-12 2021-09-30 13F LOCKHEED MARTIN COM 539830109 24,755 9,023 57.35 8,547 43.50 0.4258
2021-08-16 2021-06-30 13F/A-1 LOCKHEED MARTIN COM 539830109 15,732 257 1.66 5,956 4.11 0.2986
2021-08-12 2021-06-30 13F LOCKHEED MARTIN COM 539830109 1,713,807 1,698,332 4,257 0.2192
2021-05-06 2021-03-31 13F LOCKHEED MARTIN COM 539830109 15,475 -815 -5.00 5,721 -1.11 0.3395
2021-02-12 2020-12-31 13F LOCKHEED MARTIN COM 539830109 16,290 11,433 235.39 5,785 210.52 0.3985
2020-11-04 2020-09-30 13F LOCKHEED MARTIN COM 539830109 4,857 -10,478 -68.33 1,863 -65.95 0.7120
2020-08-10 2020-06-30 13F LOCKHEED MARTIN COM 539830109 15,335 3,942 34.60 5,471 41.70 0.4847
2020-05-15 2020-03-31 13F LOCKHEED MARTIN COM 539830109 11,393 -8,713 -43.34 3,861 -50.68 0.4097
2020-02-12 2019-12-31 13F LOCKHEED MARTIN COM 539830109 20,106 9,604 91.45 7,829 91.14 0.6031
2019-10-22 2019-09-30 13F LOCKHEED MARTIN COM 539830109 10,502 89 0.85 4,096 7.73 0.4207
2019-08-14 2019-06-30 13F/A-1 LOCKHEED MARTIN COM 539830109 10,413 6,014 136.71 3,802 182.89 0.4268
2019-08-14 2019-06-30 13F LOCKHEED MARTIN COM 539830109 3,024 -1,375 796
2019-05-02 2019-03-31 13F LOCKHEED MARTIN COM 539830109 4,399 1,375 45.47 1,344 68.84 0.4424
2019-02-13 2018-12-31 13F LOCKHEED MARTIN COM 539830109 3,024 525 21.01 796 -1.49 0.1606
2018-10-25 2018-09-30 13F LOCKHEED MARTIN COM 539830109 2,499 -873 -25.89 808 -19.52 0.1506
2018-07-18 2018-06-30 13F LOCKHEED MARTIN COM 539830109 3,372 -1,942 -36.54 1,004 -44.32 0.1360
2018-04-12 2018-03-31 13F LOCKHEED MARTIN COM 539830109 5,314 624 13.30 1,803 18.85 0.2518
2018-01-23 2017-12-31 13F LOCKHEED MARTIN COM 539830109 4,690 402 9.38 1,517 13.55 0.2318
2017-10-11 2017-09-30 13F LOCKHEED MARTIN COM 539830109 4,288 805 23.11 1,336 37.31 0.2032
2017-07-19 2017-06-30 13F LOCKHEED MARTIN COM 539830109 3,483 -356 -9.27 973 -5.17 0.1561
2017-04-13 2017-03-31 13F LOCKHEED MARTIN COM 539830109 3,839 1,548 67.57 1,026 78.13 0.1849
2017-01-11 2016-12-31 13F LOCKHEED MARTIN COM 539830109 2,291 521 29.44 576 35.85 0.1128
2016-10-12 2016-09-30 13F LOCKHEED MARTIN COM 539830109 1,770 -13 -0.73 424 -4.07 0.0852
2016-07-26 2016-06-30 13F LOCKHEED MARTIN COM 539830109 1,783 37 2.12 442 14.51 0.0914
2016-04-12 2016-03-31 13F LOCKHEED MARTIN COM 539830109 1,746 -788 -31.10 386 -29.82 0.0859
2016-01-12 2015-12-31 13F LOCKHEED MARTIN COM 539830109 2,534 336 15.29 550 27.31 0.1206
2015-10-16 2015-09-30 13F LOCKHEED MARTIN COM 539830109 2,198 -1,431 -39.43 432 -33.84 0.1093
2015-08-07 2015-06-30 13F LOCKHEED MARTIN COM 539830109 3,629 -217 -5.64 653 -13.74 0.1554
2015-04-22 2015-03-31 13F LOCKHEED MARTIN COM 539830109 3,846 -776 -16.79 757 -14.94 0.1686
2015-01-14 2014-12-31 13F LOCKHEED MARTIN COM 539830109 4,622 -173 -3.61 890 7.75 0.2218
2014-10-16 2014-09-30 13F LOCKHEED MARTIN COM 539830109 4,795 566 13.38 826 21.47 0.2226
2014-07-07 2014-06-30 13F LOCKHEED MARTIN COM 539830109 4,229 507 13.62 680 22.97 0.1840
2014-02-13 2013-12-31 13F LOCKHEED MARTIN COM 539830109 3,722 3,722 553 0.1859
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.