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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 %
PJSIMP
1051
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.49M -$126K -283 -8%
PWP
1052
Precedent Wealth Partners
Texas
$1.49M +$198K +443 +15%
WC
1053
Westhampton Capital
North Carolina
$1.48M -$14.3K -32 -1%
AA
1054
ABC Arbitrage
France
$1.48M +$1.48M +3,321 New
IPW
1055
Impact Partnership Wealth
Georgia
$1.48M +$937K +2,098 +173%
CK
1056
Cohen Klingenstein
New York
$1.47M – – –
TFG
1057
Taylor Financial Group
Virginia
$1.47M – – –
SIM
1058
Stratos Investment Management
Ohio
$1.47M +$133K +298 +10%
ESB
1059
Essex Savings Bank
Connecticut
$1.47M -$15.2K -34 -1%
LA
1060
Lindenwold Advisors
Pennsylvania
$1.46M +$19.2K +43 +1%
RCIM
1061
Red Cedar Investment Management
Michigan
$1.46M -$105K -234 -7%
AI
1062
Arvest Investments
Arkansas
$1.46M -$76.4K -171 -5%
PK
1063
Pflug Koory
Nebraska
$1.46M – – –
HA
1064
Herold Advisors
New York
$1.46M -$17K -38 -1%
BOPW
1065
Brandywine Oak Private Wealth
Pennsylvania
$1.45M -$31.3K -70 -2%
FFA
1066
Fortune Financial Advisors
Kansas
$1.45M +$49.1K +110 +3%
BBWP
1067
Beacon Bridge Wealth Partners
Pennsylvania
$1.45M +$647K +1,448 +80%
FFC
1068
First Financial Corp
Indiana
$1.45M +$161K +360 +12%
IBOK
1069
Independence Bank of Kentucky
Kentucky
$1.44M -$11.2K -25 -0.8%
SPWM
1070
Schrum Private Wealth Management
Florida
$1.44M – – –
LI
1071
LRI Investments
Florida
$1.44M -$207K -464 -13%
CCG
1072
Coastwise Capital Group
California
$1.43M +$1.17M +2,619 +442%
CBT
1073
Central Bank & Trust
Kentucky
$1.43M -$132K -296 -8%
BMC
1074
Beaton Management Company
Massachusetts
$1.43M – – –
CWM
1075
Calamos Wealth Management
Illinois
$1.43M +$134K +301 +10%
41 42
43
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