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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, 1,029 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
1,029
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
$3.59B
2
Marshall Wace
Marshall Wace
United Kingdom
$420M
3
AQR Capital Management
AQR Capital Management
Connecticut
$361M
4
BlackRock
BlackRock
New York
$7.55B
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$136M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$286M
2
Capital World Investors
Capital World Investors
California
$1.34B
3
Wells Fargo
Wells Fargo
California
$642M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$939M
5
State Street
State Street
Massachusetts
$15.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
SMAM
2726
Sugar Maple Asset Management
Wisconsin
– -$47.1K -97 Closed
HB
2727
Horizon Bancorp
Indiana
– -$47K -96 Closed
MS
2728
Mizuho Securities
Japan
– -$33.8K -70 Closed
PWS
2729
Peterson Wealth Services
Utah
– -$34K -70 Closed
CPL
2730
Capital & Planning LLC
Georgia
– -$34K -70 Closed
MSWM
2731
Mowery & Schoenfeld Wealth Management
Illinois
– -$32.1K -66 Closed
AS
2732
Altshuler Shaham
Israel
– -$24.3K -50 Closed
CJ
2733
Caitlin John
Michigan
– -$22.9K -47 Closed
EBA
2734
Eagle Bay Advisors
New York
– -$13.6K -28 Closed
WWA
2735
Wingate Wealth Advisors
Massachusetts
– -$9.72K -20 Closed
PFT
2736
Providence First Trust
Arizona
– -$9.72K -20 Closed
PIS
2737
POM Investment Strategies
North Carolina
– -$8.75K -18 Closed
PWM
2738
Parkworth Wealth Management
California
– -$8.91K -18 Closed
MCA
2739
Midwest Capital Advisors
Michigan
– -$8.75K -18 Closed
MCM
2740
Mainstream Capital Management
California
– -$6.32K -13 Closed
TCM
2741
Tributary Capital Management
Nebraska
– -$5.35K -11 Closed
CMBA
2742
C.M. Bidwell & Associates
Hawaii
– -$4.86K -10 Closed
LFA
2743
Legend Financial Advisors
Pennsylvania
– -$4.86K -10 Closed
FA
2744
Fedenia Advisers
Wisconsin
– -$4.86K -10 Closed
OC
2745
Oarsman Capital
Wisconsin
– -$4.37K -9 Closed
FWM
2746
FLP Wealth Management
Arkansas
– -$4.51K -9 Closed
FLP
2747
Financial Life Planners
Arizona
– -$2.92K -6 Closed
CF
2748
Conquis Financial
California
– -$2.43K -5 Closed
MFG
2749
Menard Financial Group
Texas
– -$2.43K -5 Closed
ATC
2750
Advantage Trust Company
Kansas
– -$1.46K -3 Closed
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