ADVISORY RESEARCH INC

Position in LMT — Lockheed Martin Corp

CIK 902584 CHICAGO, IL

Position in LMT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$3,258,870

+$441,493 QoQ

Shares Held

5,392

-7.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Industrials · as of Mar 31, 2026

ADVISORY RESEARCH INC holds $23,493,586 across 2 Aerospace & Defense names. LMT ranks #2 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NPK	National Presto Industries Inc	147,634	$20,234,716
2	LMT	Lockheed Martin Corp This page	5,392	$3,258,870

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,258,870	5,392	-7.4%	Shares	Sole	2026-05-14
2025-12-31	$2,817,377	5,825	+2.1%	Shares	Sole	2026-02-13
2025-09-30	$2,848,492	5,706	+50.2%	Shares	Sole	2025-11-13
2025-06-30	$1,759,005	3,798	+43.3%	Shares	Sole	2025-08-13
2025-03-31	$1,184,228	2,651	+4.7%	Shares	Sole	2025-05-14
2024-12-31	$1,230,400	2,532	0.0%	Shares	Sole	2025-02-13
2024-09-30	$1,480,105	2,532	-49.6%	Shares	Sole	2024-11-14
2024-06-30	$2,346,243	5,023	+12.7%	Shares	Sole	2024-08-13
2024-03-31	$2,026,445	4,455	-15.5%	Shares	Sole	2024-05-14
2023-12-31	$2,389,934	5,273	-4.5%	Shares	Sole	2024-02-13
2023-09-30	$2,258,686	5,523	-18.3%	Shares	Sole	2023-11-13
2023-06-30	$3,110,787	6,757	+3.2%	Shares	Sole	2023-08-14
2023-03-31	$3,094,017	6,545	-0.2%	Shares	Sole	2023-05-12
2022-12-31	$3,190,401	6,558	-0.2%	Shares	Sole	2023-02-13
2022-09-30	$2,537,152	6,568	+28.8%	Shares	Sole	2022-11-15
2022-06-30	$2,193,225	5,101	-1.1%	Shares	Sole	2022-08-17
2022-03-31	$2,276,741	5,158	+43.1%	Shares	Sole	2022-05-16
2021-06-30	$1,363,951	3,605	-0.1%	Shares	Sole	2021-08-16
2021-03-31	$1,333,156	3,608	+1.0%	Shares	Sole	2021-05-12
2020-12-31	$1,268,343	3,573	-12.4%	Shares	Sole	2021-02-12
2020-09-30	$1,564,165	4,081	-91.4%	Shares	Sole	2020-11-12
2020-06-30	$17,400,480	47,683	-29.8%	Shares	Sole	2020-08-13
2020-03-31	$23,013,349	67,896	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.