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Lockheed Martin
LMT

Overview Fund Activity

2,668 hedge funds and large institutions have $87B invested in Lockheed Martin in 2024 Q4 according to their latest regulatory filings, with 344 funds opening new positions, 1,059 increasing their positions, 927 reducing their positions, and 212 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,668
Holders Change
+84
Holders Change %
+3.25%
% of All Funds
35.51%
Holding in Top 10
43
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-41.89%
% of All Funds
0.57%
New
344
Increased
1,059
Reduced
927
Closed
212
Calls
$1.8B
Puts
$1.99B
Net Calls
-$195M
Net Calls Change
-$755M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$550M
2
VanEck Associates
VanEck Associates
New York
+$247M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$230M
4
Squarepoint
Squarepoint
New York
+$212M
5
Invesco
Invesco
Georgia
+$155M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$750M
2
BlackRock
BlackRock
New York
-$536M
3
Wells Fargo
Wells Fargo
California
-$268M
4
Barclays
Barclays
United Kingdom
-$236M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
1201
Institute for Wealth Management
Colorado
$1.25M +$5.35K +11 +0.4%
GA
1202
GoalVest Advisory
New York
$1.25M -$36.4K -75 -3%
NQWM
1203
Northwest Quadrant Wealth Management
Oregon
$1.25M +$4.37K +9 +0.4%
CB
1204
Cadence Bank
Mississippi
$1.25M -$73.9K -152 -6%
CBT
1205
Crews Bank & Trust
Florida
$1.25M +$1.25M +2,565 New
BFA
1206
Buttonwood Financial Advisors
Maryland
$1.24M -$16.5K -34 -1%
PWM
1207
Purus Wealth Management
California
$1.24M -$15.1K -31 -1%
AFCM
1208
Applied Finance Capital Management
Puerto Rico
$1.24M -$111K -228 -8%
MSFP
1209
Mark Sheptoff Financial Planning
Connecticut
$1.24M -$219K -451 -15%
PCP
1210
Proficio Capital Partners
Massachusetts
$1.24M +$121K +250 +11%
FG
1211
Fiduciary Group
Georgia
$1.23M – – –
AR
1212
Advisory Research
Illinois
$1.23M – – –
WQ
1213
Wealth Quarterback
New Jersey
$1.22M +$22.4K +46 +2%
PMWMG
1214
Parr McKnight Wealth Management Group
Minnesota
$1.22M +$1.22M +2,515 New
RFG
1215
Range Financial Group
Oregon
$1.22M +$746K +1,535 +158%
FMTC
1216
Farmers & Merchants Trust Company
California
$1.22M +$42.8K +88 +4%
JWM
1217
Jupiter Wealth Management
Colorado
$1.21M – – –
HS
1218
Horan Securities
United States
$1.21M – – –
MCM
1219
Mendel Capital Management
Arkansas
$1.21M +$20.4K +42 +2%
KFGK
1220
Keystone Financial Group (Kentucky)
Kentucky
$1.2M +$623K +1,345 +108%
Financial Engines Advisors
1221
Financial Engines Advisors
California
$1.2M -$82.1K -169 -6%
Axa
1222
Axa
France
$1.2M -$4.86K -10 -0.4%
MAM
1223
Morse Asset Management
Connecticut
$1.19M -$292K -600 -20%
VHAM
1224
Van Hulzen Asset Management
California
$1.19M -$5.07M -10,425 -81%
MP
1225
McDonald Partners
Ohio
$1.19M -$307K -631 -21%
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