LMT icon

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 %
VAG
1201
VisionPoint Advisory Group
Texas
$1.13M -$985K -2,206 -47%
ADL
1202
Asset Dedication LLC
California
$1.12M -$98.7K -221 -8%
GS
1203
GTS Securities
New York
$1.12M +$558K +1,250 +100%
HT
1204
Heritage Trust
Oklahoma
$1.12M -$1.4M -3,145 -56%
FMTC
1205
Farmers & Merchants Trust Company
California
$1.12M -$447 -1 -0%
AGP
1206
Aspire Growth Partners
Florida
$1.12M -$8.01K -17 -0.7%
CBT
1207
Crews Bank & Trust
Florida
$1.11M -$31.3K -70 -3%
HS
1208
Horan Securities
United States
$1.1M -$8.93K -20 -0.8%
TYCC
1209
Texas Yale Capital Corp
Florida
$1.1M +$235K +525 +27%
VBCG
1210
Valley Brook Capital Group
Pennsylvania
$1.1M -$122K -273 -10%
Axa
1211
Axa
France
$1.1M – – –
MYIA
1212
Mount Yale Investment Advisors
Colorado
$1.09M +$276K +617 +34%
DMBA
1213
Deseret Mutual Benefit Administrators
Utah
$1.08M +$49.1K +110 +5%
WFAG
1214
Wescott Financial Advisory Group
Pennsylvania
$1.08M -$3.13K -7 -0.3%
PFBT
1215
Parkside Financial Bank & Trust
Missouri
$1.08M +$60.7K +136 +6%
NF
1216
Nikulski Financial
Iowa
$1.08M +$24.6K +55 +2%
EFA
1217
Evernest Financial Advisors
Indiana
$1.08M +$16.5K +37 +2%
PWM
1218
Purus Wealth Management
California
$1.07M -$68.3K -153 -6%
XSC
1219
X-Square Capital
Puerto Rico
$1.07M +$97K +217 +10%
Financial Engines Advisors
1220
Financial Engines Advisors
California
$1.07M -$32.2K -72 -3%
HFM
1221
Hartford Funds Management
Pennsylvania
$1.07M +$47.3K +106 +5%
PP
1222
Patron Partners
Texas
$1.06M +$99.2K +222 +10%
HDA
1223
Harold Davidson & Associates
California
$1.06M -$398K -890 -27%
MP
1224
McDonald Partners
Ohio
$1.06M -$45.3K -100 -4%
YP
1225
YANKCOM Partnership
South Dakota
$1.06M +$9.38K +21 +0.9%
47 48
49
50 51