Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionPSI Advisors, LLC
Latest Disclosed Ownership482 shares
Latest Disclosed Value $ 291,317
PSI Advisors, LLC reports 2.55% increase in ownership of LMT / Lockheed Martin Corporation

On May 15, 2026 - PSI Advisors, LLC filed a 13F-HR form disclosing ownership of 482 shares of Lockheed Martin Corporation (MX:LMT) valued at $291,317 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 470 shares of Lockheed Martin Corporation. This represents a change in shares of 2.55% 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 Common Stock 539830109 482 12 2.55 291 28.19 0.0462
2026-02-09 2025-12-31 13F LOCKHEED MARTIN Common Stock 539830109 470 0 0.00 227 -2.99 0.0571
2025-11-12 2025-09-30 13F LOCKHEED MARTIN Common Stock 539830109 470 0 0.00 235 7.83 0.0604
2025-08-12 2025-06-30 13F LOCKHEED MARTIN Common Stock 539830109 470 -3 -0.63 218 2.84 0.1069
2025-04-21 2025-03-31 13F LOCKHEED MARTIN COMMON STOCK 539830109 473 -63 -11.75 211 -18.85 0.0687
2025-01-13 2024-12-31 13F LOCKHEED MARTIN Common Stock 539830109 536 33 6.56 260 -11.26 0.0772
2024-10-22 2024-09-30 13F LOCKHEED MARTIN COMMON STOCK 539830109 503 1 0.20 294 25.21 0.0860
2024-07-23 2024-06-30 13F LOCKHEED MARTIN COMMON STOCK 539830109 502 -36 -6.69 234 -4.10 0.0742
2024-04-24 2024-03-31 13F LOCKHEED MARTIN COMMON STOCK 539830109 538 0 0.00 245 0.41 0.0884
2024-02-01 2023-12-31 13F LOCKHEED MARTIN Common Stock 539830109 538 21 4.06 244 15.17 0.0910
2023-10-13 2023-09-30 13F LOCKHEED MARTIN Common Stock 539830109 517 3 0.58 212 -10.59 0.0916
2023-07-21 2023-06-30 13F LOCKHEED MARTIN COM 539830109 514 1 0.19 237 -2.48 0.1039
2023-04-25 2023-03-31 13F LOCKHEED MARTIN Common Stock 539830109 513 0 0.00 243 -2.81 0.1171
2023-01-19 2022-12-31 13F LOCKHEED MARTIN Common Stock 539830109 513 5 0.98 250 27.04 0.1328
2022-10-20 2022-09-30 13F LOCKHEED MARTIN Common Stock 539830109 508 25 5.18 196 -5.77 0.1030
2022-07-18 2022-06-30 13F LOCKHEED MARTIN Common Stock 539830109 483 -275 -36.28 208 -37.72 0.1023
2022-04-20 2022-03-31 13F LOCKHEED MARTIN Common Stock 539830109 758 -10 -1.30 334 22.34 0.1375
2022-02-11 2021-12-31 13F LOCKHEED MARTIN Common Stock 539830109 768 -34 -4.24 273 -1.44 0.1111
2021-11-12 2021-09-30 13F LOCKHEED MARTIN Stock 539830109 802 802 277 0.1273
2021-05-11 2021-03-31 13F LOCKHEED MARTIN COM 539830109 0 -674 -100.00 0 -100.00
2021-02-08 2020-12-31 13F LOCKHEED MARTIN COM 539830109 674 -62 -8.42 239 -15.25 0.1648
2020-11-12 2020-09-30 13F LOCKHEED MARTIN COM 539830109 736 15 2.08 282 7.22 0.2152
2020-11-24 2020-06-30 13F/A-1 LOCKHEED MARTIN COM 539830109 721 3 0.42 263 8.23 0.2121
2020-08-04 2020-06-30 13F LOCKHEED MARTIN COM 539830109 721 3 263 29,946.1198
2020-05-15 2020-03-31 13F LOCKHEED MARTIN COM 539830109 718 -68 -8.65 243 -20.59 0.2235
2020-02-13 2019-12-31 13F LOCKHEED MARTIN COM 539830109 786 786 306 0.1967
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.