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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 %
DCM
1326
Davis Capital Management
Florida
$875K +$64.3K +144 +8%
RMF
1327
Red Mountain Financial
Colorado
$874K +$2.23K +5 +0.3%
MMPW
1328
Mitchell McLeod Pugh & Williams
Alabama
$873K +$115K +258 +15%
DBRC
1329
D.B. Root & Company
Pennsylvania
$873K -$50.9K -114 -6%
BCM
1330
BluePath Capital Management
Georgia
$871K -$1.03M -2,316 -54%
CFG
1331
Certior Financial Group
Pennsylvania
$868K -$15.6K -35 -2%
GFG
1332
Goldstone Financial Group
Illinois
$867K +$67.4K +151 +8%
KA
1333
Kovack Advisors
Florida
$865K -$348K -779 -29%
KFP
1334
Keystone Financial Planning
Ohio
$865K – – –
I
1335
InvesTrust
Oklahoma
$864K – – –
LBC
1336
Leigh Baldwin & Co
New York
$862K -$19.7K -44 -2%
FFWA
1337
FRG Family Wealth Advisors
Washington
$861K -$82.6K -185 -9%
CFG
1338
Cooper Financial Group
California
$860K -$1.34K -3 -0.2%
FSA
1339
Franklin Street Advisors
North Carolina
$859K -$2.37M -5,309 -73%
RL
1340
Rogco LP
Oklahoma
$858K -$70.1K -157 -8%
DC
1341
DeDora Capital
California
$857K -$13.8K -31 -2%
OAM
1342
Oak Asset Management
California
$856K +$44.7K +100 +6%
PTB
1343
Pioneer Trust Bank
Oregon
$853K -$15.6K -35 -2%
HIMS
1344
Hager Investment Management Services
New Hampshire
$852K -$18.3K -41 -2%
FCFC
1345
First Commonwealth Financial Corp
Pennsylvania
$852K +$99.2K +222 +13%
LIM
1346
Longfellow Investment Management
Massachusetts
$851K +$491K +1,100 +137%
BA
1347
Birinyi Associates
Connecticut
$849K – – –
AG
1348
AlTi Global
New York
$848K +$120K +268 +16%
CGL
1349
Clarius Group LLC
Washington
$847K +$64.3K +144 +8%
LWL
1350
Leo Wealth LLC
Texas
$846K -$175K -391 -17%
52 53
54
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