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Lockheed Martin
LMT

Overview Fund Activity

2,536 hedge funds and large institutions have $77.5B invested in Lockheed Martin in 2025 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 1,028 increasing their positions, 1,027 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,536
Holders Change
-132
Holders Change %
-4.95%
% of All Funds
34.45%
Holding in Top 10
38
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.63%
% of All Funds
0.52%
New
143
Increased
1,028
Reduced
1,027
Closed
215
Calls
$1.91B
Puts
$1.58B
Net Calls
+$328M
Net Calls Change
+$523M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$250M
2
Marshall Wace
Marshall Wace
United Kingdom
+$206M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$157M
4
BlackRock
BlackRock
New York
+$137M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$135M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$542M
2
Capital World Investors
Capital World Investors
California
-$296M
3
Wells Fargo
Wells Fargo
California
-$232M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$229M
5
State Street
State Street
Massachusetts
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWMP
2501
Noble Wealth Management PBC
Colorado
$4.91K -$2.23K -5 -31%
FGA
2502
Fortis Group Advisors
New Jersey
$4.91K – – –
SRCM
2503
Signature Resources Capital Management
California
$4.91K – – –
TCM
2504
TD Capital Management
Tennessee
$4.59K – – –
GFL
2505
Granite FO LLC
New Hampshire
$4.47K – – –
CWM
2506
Consultiva Wealth Management
Puerto Rico
$4.47K +$4.47K +10 New
ACA
2507
Atlas Capital Advisors
Wyoming
$4.02K – – –
IMC
2508
Investment Management Corporation
Virginia
$4.02K – – –
W
2509
WealthCollab
Washington
$3.57K – – –
HWM
2510
Horizons Wealth Management
North Carolina
$3.57K – – –
NMG
2511
New Millennium Group
Utah
$3.13K -$1.34K -3 -30%
CTWM
2512
Cherry Tree Wealth Management
Minnesota
$3.13K – – –
JFG
2513
JDM Financial Group
Texas
$3.13K – – –
RJA
2514
Ross\Johnson & Associates
Minnesota
$3.13K +$3.13K +7 New
GJIA
2515
Glass Jacobson Investment Advisors
Maryland
$2.92K – – –
DWM
2516
Dogwood Wealth Management
Kansas
$2.8K -$570K -1,222 -100%
ETS
2517
ESL Trust Services
New York
$2.68K – – –
WPA
2518
Wealth Preservation Advisors
Tennessee
$2.68K +$2.68K +6 New
RWA
2519
Redmont Wealth Advisors
Illinois
$2.68K +$2.68K +6 New
KIG
2520
Kessler Investment Group
Indiana
$2.23K – – –
BHWM
2521
Bay Harbor Wealth Management
Maryland
$2.23K +$2.23K +5 New
NL
2522
NVWM LLC
Pennsylvania
$1.79K -$404K -904 -100%
CWM
2523
CarsonAllaria Wealth Management
Illinois
$1.79K -$5.36K -12 -75%
NCM
2524
Northwest Capital Management
Oregon
$1.79K – – –
CCMI
2525
Creative Capital Management Investments
California
$1.79K – – –
99 100
101
102 103