Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionSigma Planning Corp
Latest Disclosed Ownership7,363 shares
Latest Disclosed Value $ 4,450,003
Sigma Planning Corp reports 4.96% increase in ownership of LMT / Lockheed Martin Corporation

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 7,363 shares of Lockheed Martin Corporation (MX:LMT) valued at $4,450,003 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 7,015 shares of Lockheed Martin Corporation. This represents a change in shares of 4.96% 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)
2026-05-04 2026-03-31 13F LOCKHEED MARTIN COM 539830109 7,363 348 4.96 4,450 24.23 0.1236
2026-01-30 2025-12-31 13F LOCKHEED MARTIN COM 539830109 7,015 -218 -3.01 3,582 -0.78 0.0989
2025-11-10 2025-09-30 13F LOCKHEED MARTIN COM 539830109 7,233 -787 -9.81 3,611 -2.80 0.1026
2025-08-05 2025-06-30 13F LOCKHEED MARTIN COM 539830109 8,020 -2,401 -23.04 3,714 -20.21 0.1117
2025-05-02 2025-03-31 13F LOCKHEED MARTIN COM 539830109 10,421 372 3.70 4,655 -4.67 0.1484
2025-02-03 2024-12-31 13F LOCKHEED MARTIN COM 539830109 10,049 35 0.35 4,883 -16.57 0.1533
2024-11-04 2024-09-30 13F LOCKHEED MARTIN COM 539830109 10,014 50 0.50 5,854 25.76 0.1793
2024-08-06 2024-06-30 13F LOCKHEED MARTIN COM 539830109 9,964 -634 -5.98 4,654 -3.46 0.1475
2024-05-02 2024-03-31 13F LOCKHEED MARTIN COM 539830109 10,598 5,195 96.15 4,821 96.94 0.1515
2024-02-01 2023-12-31 13F LOCKHEED MARTIN COM 539830109 5,403 -4,788 -46.98 2,449 -41.27 0.1916
2023-11-06 2023-09-30 13F LOCKHEED MARTIN COM 539830109 10,191 -464 -4.35 4,168 -15.03 0.1562
2023-08-02 2023-06-30 13F LOCKHEED MARTIN COM 539830109 10,655 -3,314 -23.72 4,905 -25.72 0.1761
2023-05-08 2023-03-31 13F LOCKHEED MARTIN COM 539830109 13,969 -301 -2.11 6,604 -4.88 0.2194
2023-01-24 2022-12-31 13F LOCKHEED MARTIN COM 539830109 14,270 59 0.42 6,943 26.45 0.2482
2022-11-10 2022-09-30 13F LOCKHEED MARTIN COM 539830109 14,211 -774 -5.17 5,490 -14.79 0.2093
2022-08-11 2022-06-30 13F LOCKHEED MARTIN COM 539830109 14,985 1,733 13.08 6,443 10.14 0.2239
2022-04-20 2022-03-31 13F LOCKHEED MARTIN COM 539830109 13,252 -545 -3.95 5,850 19.29 0.1752
2022-02-02 2021-12-31 13F LOCKHEED MARTIN Stock 539830109 13,797 -1,860 -11.88 4,904 -9.25 0.1367
2021-10-28 2021-09-30 13F LOCKHEED MARTIN COM 539830109 15,657 -1,015 -6.09 5,404 -14.33 0.1625
2021-08-13 2021-06-30 13F LOCKHEED MARTIN Stock 539830109 16,672 1,138 7.33 6,308 9.90 0.1880
2021-05-06 2021-03-31 13F LOCKHEED MARTIN Stock 539830109 15,534 -1,785 -10.31 5,740 -6.64 0.1834
2021-02-09 2020-12-31 13F LOCKHEED MARTIN COM 539830109 17,319 2,710 18.55 6,148 9.79 0.2091
2020-11-03 2020-09-30 13F LOCKHEED MARTIN COM 539830109 14,609 246 1.71 5,600 6.83 0.2216
2020-07-31 2020-06-30 13F LOCKHEED MARTIN COM 539830109 14,363 1,328 10.19 5,242 18.62 0.2301
2020-05-01 2020-03-31 13F LOCKHEED MARTIN COM 539830109 13,035 -3,446 -20.91 4,419 -31.14 0.2624
2020-02-03 2019-12-31 13F LOCKHEED MARTIN COM 539830109 16,481 438 2.73 6,417 2.54 0.2707
2019-11-01 2019-09-30 13F LOCKHEED MARTIN COM 539830109 16,043 450 2.89 6,258 10.39 0.3003
2019-08-01 2019-06-30 13F LOCKHEED MARTIN COM 539830109 15,593 966 6.60 5,669 29.10 0.2921
2019-05-01 2019-03-31 13F LOCKHEED MARTIN COM 539830109 14,627 1,271 9.52 4,391 25.56 0.2493
2019-01-31 2018-12-31 13F LOCKHEED MARTIN COM 539830109 13,356 -197 -1.45 3,497 -25.42 0.2544
2018-11-07 2018-09-30 13F LOCKHEED MARTIN COM 539830109 13,553 953 7.56 4,689 25.98 0.2757
2018-08-02 2018-06-30 13F LOCKHEED MARTIN COM 539830109 12,600 -76 -0.60 3,722 -13.12 0.2492
2018-05-11 2018-03-31 13F LOCKHEED MARTIN COM 539830109 12,676 313 2.53 4,284 7.94 0.3132
2018-02-07 2017-12-31 13F LOCKHEED MARTIN COM 539830109 12,363 349 2.90 3,969 6.46 0.3057
2017-11-06 2017-09-30 13F LOCKHEED MARTIN COM 539830109 12,014 751 6.67 3,728 19.22 0.3074
2017-08-02 2017-06-30 13F LOCKHEED MARTIN COM 539830109 11,263 644 6.06 3,127 10.03 0.2938
2017-04-24 2017-03-31 13F LOCKHEED MARTIN COM 539830109 10,619 1,867 21.33 2,842 29.89 0.2752
2017-01-23 2016-12-31 13F LOCKHEED MARTIN COM 539830109 8,752 2,487 39.70 2,188 45.67 0.2391
2016-11-07 2016-09-30 13F LOCKHEED MARTIN COM 539830109 6,265 597 10.53 1,502 6.75 0.1781
2016-07-22 2016-06-30 13F LOCKHEED MARTIN COM 539830109 5,668 -4,898 -46.36 1,407 -39.90 0.1834
2016-04-18 2016-03-31 13F LOCKHEED MARTIN COM 539830109 10,566 -351 -3.22 2,341 -1.27 0.3200
2016-01-20 2015-12-31 13F LOCKHEED MARTIN COM 539830109 10,917 69 0.64 2,371 5.42 0.3319
2015-11-02 2015-09-30 13F LOCKHEED MARTIN COM 539830109 10,848 -704 -6.09 2,249 4.70 0.3563
2015-07-14 2015-06-30 13F LOCKHEED MARTIN COM 539830109 11,552 -3,131 -21.32 2,148 -27.92 0.2965
2015-04-23 2015-03-31 13F LOCKHEED MARTIN COM 539830109 14,683 -2,306 -13.57 2,980 -8.90 0.3948
2015-02-13 2014-12-31 13F LOCKHEED MARTIN COM 539830109 16,989 16,989 3,271 0.4324
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.