Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionSecure Asset Management, LLC
Latest Disclosed Ownership482 shares
Latest Disclosed Value $ 291,347
Secure Asset Management, LLC reports 40.05% decrease in ownership of LMT / Lockheed Martin Corporation

On April 9, 2026 - Secure Asset Management, LLC filed a 13F-HR form disclosing ownership of 482 shares of Lockheed Martin Corporation (MX:LMT) valued at $291,347 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 804 shares of Lockheed Martin Corporation. This represents a change in shares of -40.05% 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)
2026-04-09 2026-03-31 13F LOCKHEED MARTIN COM 539830109 482 -322 -40.05 291 -25.00 0.0461
2026-01-20 2025-12-31 13F LOCKHEED MARTIN COM 539830109 804 268 50.00 389 45.32 0.0609
2025-10-09 2025-09-30 13F LOCKHEED MARTIN COM 539830109 536 -2,820 -84.03 267 -82.82 0.0441
2025-07-10 2025-06-30 13F LOCKHEED MARTIN COM 539830109 3,356 -1,817 -35.12 1,554 -32.73 0.2864
2025-04-10 2025-03-31 13F LOCKHEED MARTIN COM 539830109 5,173 899 21.03 2,311 11.22 0.4631
2025-01-17 2024-12-31 13F LOCKHEED MARTIN COM 539830109 4,274 3,795 792.28 2,077 641.79 0.3150
2024-10-16 2024-09-30 13F LOCKHEED MARTIN COM 539830109 479 -161 -25.16 280 -6.04 0.0472
2024-07-24 2024-06-30 13F LOCKHEED MARTIN COM 539830109 640 -272 -29.82 299 -28.02 0.0565
2024-04-30 2024-03-31 13F LOCKHEED MARTIN COM 539830109 912 -418 -31.43 415 -31.23 0.0975
2024-01-22 2023-12-31 13F LOCKHEED MARTIN COM 539830109 1,330 12 0.91 603 11.90 0.1620
2023-10-18 2023-09-30 13F LOCKHEED MARTIN COM 539830109 1,318 37 2.89 539 -8.66 0.1612
2023-07-13 2023-06-30 13F LOCKHEED MARTIN COM 539830109 1,281 -3,247 -71.71 590 -72.48 0.1793
2023-04-13 2023-03-31 13F LOCKHEED MARTIN COM 539830109 4,528 382 9.21 2,141 6.10 0.7141
2023-01-20 2022-12-31 13F LOCKHEED MARTIN COM 539830109 4,146 1,793 76.20 2,017 121.89 0.7247
2022-10-12 2022-09-30 13F LOCKHEED MARTIN COM 539830109 2,353 266 12.75 909 1.34 0.5092
2022-07-20 2022-06-30 13F LOCKHEED MARTIN COM 539830109 2,087 548 35.61 897 32.11 0.4968
2022-04-19 2022-03-31 13F LOCKHEED MARTIN COM 539830109 1,539 157 11.36 679 38.29 0.3061
2022-01-24 2021-12-31 13F LOCKHEED MARTIN COM 539830109 1,382 -15 -1.07 491 1.87 0.1988
2021-10-28 2021-09-30 13F LOCKHEED MARTIN COM 539830109 1,397 -345 -19.80 482 -26.86 0.2379
2021-07-16 2021-06-30 13F LOCKHEED MARTIN COM 539830109 1,742 -76 -4.18 659 -1.93 0.3343
2021-04-14 2021-03-31 13F LOCKHEED MARTIN COM 539830109 1,818 148 8.86 672 13.32 0.3739
2021-02-08 2020-12-31 13F LOCKHEED MARTIN COM 539830109 1,670 36 2.20 593 -5.27 0.3492
2020-10-20 2020-09-30 13F LOCKHEED MARTIN COM 539830109 1,634 21 1.30 626 6.46 0.4290
2020-07-14 2020-06-30 13F LOCKHEED MARTIN COM 539830109 1,613 -7 -0.43 588 7.10 0.4146
2020-04-15 2020-03-31 13F LOCKHEED MARTIN COM 539830109 1,620 -482 -22.93 549 -32.89 0.5909
2020-02-06 2019-12-31 13F LOCKHEED MARTIN COM 539830109 2,102 2,102 818 0.5767
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.