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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 %
TA
1101
TCM Advisors
West Virginia
$1.35M -$1.33M – –
NP
1102
NorthRock Partners
Minnesota
$1.35M -$109K -243 -7%
ZF
1103
Zhang Financial
Michigan
$1.35M +$429K +960 +47%
ICM
1104
Intrepid Capital Management
Florida
$1.35M +$474K +1,060 +54%
GKWIM
1105
Gerber Kawasaki Wealth & Investment Management
California
$1.35M -$219K -490 -14%
DJSG
1106
D.J. St. Germain
Massachusetts
$1.35M -$82.2K -184 -6%
OL
1107
one8zero8 LLC
North Carolina
$1.34M +$134K +300 +11%
BDWCC
1108
B&D White Capital Company
Texas
$1.34M +$1.34M +3,000 New
WA
1109
Wealth Alliance
New York
$1.34M +$24.1K +54 +2%
FCAS
1110
First Command Advisory Services
Texas
$1.34M -$3.57K -8 -0.3%
MWC
1111
MBM Wealth Consultants
Missouri
$1.33M +$26.4K +59 +2%
GWM
1112
Guardian Wealth Management
Illinois
$1.33M -$13.9K -31 -1%
AFCM
1113
Applied Finance Capital Management
Puerto Rico
$1.33M +$190K +426 +17%
PCA
1114
Prosperity Capital Advisors
Ohio
$1.33M +$31.4K +70 +2%
TRCT
1115
Tower Research Capital (TRC)
New York
$1.33M -$3.84M -8,596 -74%
CNFG
1116
Creegan & Nassoura Financial Group
New Hampshire
$1.33M – – –
WG
1117
Wealth Group
North Carolina
$1.32M +$167K +374 +14%
RCM
1118
Radnor Capital Management
Pennsylvania
$1.32M -$4.47K -10 -0.3%
EM
1119
Excalibur Management
Massachusetts
$1.32M +$30.8K +69 +2%
AO
1120
Advisor OS
Illinois
$1.32M +$17K +38 +1%
BAM
1121
Beaumont Asset Management
Texas
$1.31M +$38K +85 +3%
TWP
1122
Tyche Wealth Partners
Texas
$1.31M -$47.8K -107 -4%
FNBTCON
1123
First National Bank & Trust Co of Newtown
Pennsylvania
$1.31M – – –
TCM
1124
Teza Capital Management
Illinois
$1.31M -$3.48M -7,790 -73%
HIA
1125
Harbor Investment Advisory
Maryland
$1.31M -$58.1K -130 -4%
43 44
45
46 47