Lockheed Martin Corporation
MX ˙ BMV ˙ US5398301094
SecurityMX:LMT / Lockheed Martin Corporation
InstitutionSunbelt Securities, Inc.
Latest Disclosed Ownership3,524 shares
Latest Disclosed Value $ 2,130,042
Sunbelt Securities, Inc. reports 0.69% increase in ownership of LMT / Lockheed Martin Corporation

On May 16, 2026 - Sunbelt Securities, Inc. filed a 13F-HR form disclosing ownership of 3,524 shares of Lockheed Martin Corporation (MX:LMT) valued at $2,130,042 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 20, 2026 disclosing 3,500 shares of Lockheed Martin Corporation. This represents a change in shares of 0.69% 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)
2026-05-16 2026-03-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 3,524 24 0.69 2,130 25.89 0.1345
2026-02-20 2025-12-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 3,500 169 5.07 1,693 1.81 0.1129
2025-11-19 2025-09-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 3,331 -793 -19.23 1,663 -17.02 0.1148
2025-08-14 2025-06-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 4,124 73 1.80 2,004 10.72 0.1769
2025-04-24 2025-03-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 4,051 -73 -1.77 1,810 -9.23 0.1616
2025-02-18 2024-12-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 4,124 280 7.28 1,993 -11.30 0.1756
2024-11-18 2024-09-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 3,844 88 2.34 2,247 28.11 0.2204
2024-08-16 2024-06-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 3,756 84 2.29 1,754 5.03 0.1795
2024-04-15 2024-03-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 3,672 422 12.98 1,670 13.45 0.1863
2024-02-15 2023-12-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 3,250 -105 -3.13 1,473 7.29 0.1855
2023-12-11 2023-09-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 3,355 -34 -1.00 1,372 -12.05 0.1899
2023-08-16 2023-06-30 13F LOCKHEED MARTIN CORP COM Stock 539830109 3,389 -619 -15.44 1,560 -17.72 0.2244
2023-05-17 2023-03-31 13F LOCKHEED MARTIN CORP COM Stock 539830109 4,008 2,102 110.28 1,897 104.53 0.3050
2023-02-08 2022-12-31 13F LOCKHEED MARTIN COM 539830109 1,906 -97 -4.84 927 19.77 0.1812
2022-11-21 2022-09-30 13F LOCKHEED MARTIN COM 539830109 2,003 -300 -13.03 774 -21.82 0.1636
2022-10-03 2022-06-30 13F LOCKHEED MARTIN COM 539830109 2,303 -117 -4.83 990 -8.25 0.2094
2022-05-16 2022-03-31 13F LOCKHEED MARTIN COM 539830109 2,420 -3,150 -56.55 1,079 -51.09 0.1975
2022-02-14 2021-12-31 13F LOCKHEED MARTIN COM 539830109 5,570 1,956 54.12 2,206 61.85 0.3584
2021-11-15 2021-09-30 13F LOCKHEED MARTIN COM 539830109 3,614 0 0.00 1,363 0.00 0.2450
2021-07-29 2021-06-30 13F LOCKHEED MARTIN COM 539830109 3,614 52 1.46 1,363 3.57 0.2453
2021-05-27 2021-03-31 13F LOCKHEED MARTIN COM 539830109 3,562 990 38.49 1,316 44.14 0.2592
2021-02-09 2020-12-31 13F LOCKHEED MARTIN COM 539830109 2,572 303 13.35 913 4.94 0.1887
2020-11-17 2020-09-30 13F LOCKHEED MARTIN COM 539830109 2,269 -36 -1.56 870 3.45 0.2419
2020-08-14 2020-06-30 13F LOCKHEED MARTIN COM 539830109 2,305 0 0.00 841 7.68 0.2889
2020-05-15 2020-03-31 13F LOCKHEED MARTIN COM 539830109 2,305 -2,548 -52.50 781 -58.68 0.0335
2020-02-26 2019-12-31 13F/A-1 LOCKHEED MARTIN COM 539830109 4,853 -160 -3.19 1,890 -3.32 0.1990
2020-02-14 2019-12-31 13F LOCKHEED MARTIN COM 539830109 4,853 -160 472 186.3307
2019-11-15 2019-09-30 13F LOCKHEED MARTIN COM 539830109 5,013 2,761 122.60 1,955 138.71 0.2192
2019-08-01 2019-06-30 13F LOCKHEED MARTIN COM 539830109 2,252 -1 -0.04 819 21.15 0.3562
2019-05-15 2019-03-31 13F LOCKHEED MARTIN COM 539830109 2,253 -664 -22.76 676 -33.00 0.3380
2019-02-11 2018-12-31 13F LOCKHEED MARTIN COM 539830109 2,917 0 0.00 1,009 0.00 0.5402
2018-11-14 2018-09-30 13F LOCKHEED MARTIN COM 539830109 2,917 -216 -6.89 1,009 8.96 0.5402
2018-08-08 2018-06-30 13F LOCKHEED MARTIN COM 539830109 3,133 530 20.36 926 5.23 0.5541
2018-05-09 2018-03-31 13F LOCKHEED MARTIN COM 539830109 2,603 171 7.03 880 12.68 0.8049
2018-02-06 2017-12-31 13F LOCKHEED MARTIN COM 539830109 2,432 91 3.89 781 7.58 0.7595
2017-11-03 2017-09-30 13F LOCKHEED MARTIN COM 539830109 2,341 2,341 726 0.7631
2017-05-05 2017-03-31 13F LOCKHEED MARTIN COM 539830109 0 -73 -100.00 0 -100.00
2017-02-13 2016-12-31 13F LOCKHEED MARTIN COM 539830109 73 73 0.00 18 0.0223
2016-11-14 2016-09-30 13F LOCKHEED MARTIN COM 539830109 0 -151 -100.00 0 -100.00
2016-08-11 2016-06-30 13F LOCKHEED MARTIN COM 539830109 151 0 0.00 37 12.12 0.0393
2016-05-11 2016-03-31 13F LOCKHEED MARTIN COM 539830109 151 0 0.00 33 3.13 0.0389
2016-02-11 2015-12-31 13F LOCKHEED MARTIN COM 539830109 151 0 0.00 33 3.23 0.0367
2015-11-12 2015-09-30 13F LOCKHEED MARTIN COM 539830109 151 0 0.00 31 10.71 0.0331
2015-08-13 2015-06-30 13F LOCKHEED MARTIN COM 539830109 151 -338 -69.12 28 -71.72 0.0299
2015-05-19 2015-03-31 13F/A-1 LOCKHEED MARTIN COM 539830109 489 489 99 0.1143
2015-05-14 2015-03-31 13F LOCKHEED MARTIN COM 539830109 489 99
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.