Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionSmart Money Group LLC
Latest Disclosed Ownership2,417 shares
Latest Disclosed Value $ 1,461,055
Smart Money Group LLC reports 2.11% increase in ownership of LMT / Lockheed Martin Corporation

On May 5, 2026 - Smart Money Group LLC filed a 13F-HR form disclosing ownership of 2,417 shares of Lockheed Martin Corporation (MX:LMT) valued at $1,461,055 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 2,367 shares of Lockheed Martin Corporation. This represents a change in shares of 2.11% 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)
2026-05-05 2026-03-31 13F LOCKHEED MARTIN COM 539830109 2,417 50 2.11 1,461 27.71 0.4251
2026-01-30 2025-12-31 13F LOCKHEED MARTIN COM 539830109 2,367 -13 -0.55 1,145 -3.70 0.3339
2025-11-12 2025-09-30 13F LOCKHEED MARTIN COM 539830109 2,380 105 4.62 1,188 12.82 0.3519
2025-08-06 2025-06-30 13F LOCKHEED MARTIN COM 539830109 2,275 251 12.40 1,054 16.61 0.3304
2025-05-12 2025-03-31 13F/A-1 LOCKHEED MARTIN COM 539830109 2,024 574 39.59 904 28.27 0.3074
2025-04-28 2025-03-31 13F LOCKHEED MARTIN COM 539830109 2,024 574 904 0.3073
2025-01-16 2024-12-31 13F LOCKHEED MARTIN COM 539830109 1,450 80 5.84 704 -5.88 0.2432
2024-11-05 2024-09-30 13F LOCKHEED MARTIN COM 539830109 1,370 97 7.62 748 8.41 0.2669
2024-08-12 2024-06-30 13F LOCKHEED MARTIN COM 539830109 1,273 153 13.66 690 32.69 0.2468
2024-05-02 2024-03-31 13F LOCKHEED MARTIN COM 539830109 1,120 406 56.86 521 60.99 0.2025
2024-02-06 2023-12-31 13F LOCKHEED MARTIN COM 539830109 714 97 15.72 324 28.17 0.1409
2023-11-13 2023-09-30 13F LOCKHEED MARTIN COM 539830109 617 152 32.69 252 18.31 0.1198
2023-07-25 2023-06-30 13F LOCKHEED MARTIN COM 539830109 465 465 214 0.1021
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.