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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 %
ERIC
1076
Eagle Rock Investment Company
Georgia
$1.43M -$29K -65 -2%
AMIM
1077
Aull & Monroe Investment Management
Alabama
$1.42M – – –
VC
1078
Veracity Capital
Georgia
$1.42M -$80.4K -180 -5%
BMWM
1079
Brown Miller Wealth Management
Virginia
$1.41M +$893K +2,000 +172%
KCM
1080
Kathmere Capital Management
Pennsylvania
$1.41M -$453K -1,015 -24%
S
1081
SimplyRich
California
$1.41M +$190K +426 +16%
PCG
1082
Prosperity Consulting Group
Maryland
$1.41M -$3.57K -8 -0.3%
WAM
1083
Wolverine Asset Management
Illinois
$1.41M -$13.4K -30 -0.9%
SIA
1084
Schechter Investment Advisors
Michigan
$1.4M -$163K -365 -10%
WP
1085
WealthShield Partners
North Carolina
$1.4M -$1.38M -3,095 -50%
CWM
1086
Challenger Wealth Management
California
$1.39M -$119K -267 -8%
OFS
1087
OneAscent Financial Services
Alabama
$1.39M +$891K +1,990 +178%
SWM
1088
Segment Wealth Management
Texas
$1.39M – – –
BPC
1089
Bearing Point Capital
Minnesota
$1.39M +$110K +247 +9%
RA
1090
Ransom Advisory
Rhode Island
$1.38M +$1.38M +3,088 New
GPA
1091
Guerra Pan Advisors
New Jersey
$1.38M – – –
SC
1092
Syon Capital
California
$1.38M +$166K +372 +14%
QPWM
1093
Quadrant Private Wealth Management
Pennsylvania
$1.38M -$85.8K -192 -6%
PWSG
1094
Pacific Wealth Strategies Group
California
$1.37M +$20.1K +45 +1%
DE
1095
Diversified Enterprises
Delaware
$1.37M +$120K +269 +10%
OIA
1096
Optimum Investment Advisors
Illinois
$1.37M – – –
FFC
1097
Frederick Financial Consultants
Maryland
$1.37M +$3.57K +8 +0.3%
CIC
1098
Cornercap Investment Counsel
Georgia
$1.36M -$17.9K -40 -1%
QWP
1099
Quotient Wealth Partners
Texas
$1.36M -$174K -389 -11%
AFC
1100
AFT Forsyth & Company
Florida
$1.35M -$24.6K -55 -2%
42 43
44
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