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Lockheed Martin
LMT

Overview Fund Activity

2,430 hedge funds and large institutions have $83.2B invested in Lockheed Martin in 2023 Q4 according to their latest regulatory filings, with 313 funds opening new positions, 918 increasing their positions, 897 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,430
Holders Change
+176
Holders Change %
+7.81%
% of All Funds
35.62%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.75%
New
313
Increased
918
Reduced
897
Closed
108
Calls
$2.11B
Puts
$2.15B
Net Calls
-$41.4M
Net Calls Change
-$179M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.43B
2
BlackRock
BlackRock
New York
+$607M
3
Deutsche Bank
Deutsche Bank
Germany
+$168M
4
Franklin Resources
Franklin Resources
California
+$153M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$149M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$443M
3
Capital World Investors
Capital World Investors
California
-$410M
4
CWP
Capital Wealth Planning
Florida
-$200M
5
State Street
State Street
Massachusetts
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
1251
Trek Financial
Arizona
$1.01M -$228K -504 -19%
KCM
1252
Kathmere Capital Management
Pennsylvania
$1M +$214K +473 +27%
WCM
1253
Washington Capital Management
Washington
$997K -$131K -290 -12%
HSG
1254
Helen Stephens Group
Texas
$992K +$186K +410 +23%
PI
1255
PFG Investments
New York
$992K +$49.4K +109 +5%
NF
1256
Nikulski Financial
Iowa
$989K -$22.7K -50 -2%
VC
1257
Vicus Capital
Pennsylvania
$986K -$172K -380 -15%
KFP
1258
Keystone Financial Planning
Ohio
$986K +$38.5K +85 +4%
RGF
1259
Retirement Guys Formula
Ohio
$985K +$70.7K +156 +8%
ICM
1260
IMS Capital Management
Oregon
$985K -$2.72K -6 -0.3%
ACM
1261
AlphaStar Capital Management
North Carolina
$984K -$642K -1,416 -39%
HIC
1262
Hartline Investment Corp
Illinois
$977K +$670K +1,478 +218%
RWM
1263
RKL Wealth Management
Pennsylvania
$977K +$1.36K +3 +0.1%
GSWM
1264
Greenup Street Wealth Management
Michigan
$974K +$974K +2,148 New
IBOK
1265
Independence Bank of Kentucky
Kentucky
$973K +$195K +431 +25%
MWA
1266
Monograph Wealth Advisors
California
$973K +$7.71K +17 +0.8%
MWA
1267
MFA Wealth Advisors
Pennsylvania
$973K +$428K +945 +79%
ACG
1268
Allen Capital Group
Nebraska
$972K -$74.3K -164 -7%
AWE
1269
Avidian Wealth Enterprises
Texas
$968K -$87K -192 -8%
SPWM
1270
Schrum Private Wealth Management
Florida
$966K -$624K -1,376 -39%
WWM
1271
Wagner Wealth Management
South Carolina
$966K -$53.5K -118 -5%
MIM
1272
Morningstar Investment Management
Illinois
$965K +$8.16K +18 +0.9%
CCT
1273
Chemung Canal Trust
New York
$964K +$4.53K +10 +0.5%
WFAG
1274
Wescott Financial Advisory Group
Pennsylvania
$961K – – –
CWM
1275
Cornerstone Wealth Management
Missouri
$961K +$76.1K +168 +9%
49 50
51
52 53