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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 %
LJCM
1601
Lee Johnson Capital Management
Texas
$545K +$155K +346 +40%
DIP
1602
Davis Investment Partners
North Carolina
$544K +$544K +1,145 New
HAFS
1603
Hapanowicz & Associates Financial Services
Pennsylvania
$544K +$4.91K +11 +0.9%
IB
1604
Intrust Bank
Kansas
$543K – – –
CF
1605
Claris Financial
Virginia
$543K – – –
UAG
1606
United Advisor Group
Ohio
$543K -$126K -281 -19%
FMII
1607
Farmers & Merchants Investments Inc
Nebraska
$543K -$62.1K -139 -10%
PIM
1608
Plato Investment Management
Australia
$541K -$834K -1,846 -61%
SWA
1609
SOA Wealth Advisors
New York
$541K +$3.57K +8 +0.7%
SSWM
1610
Strait & Sound Wealth Management
California
$540K -$286K -640 -35%
BFIM
1611
Beese Fulmer Investment Management
Ohio
$537K +$20.1K +45 +4%
CCP
1612
Carmel Capital Partners
California
$536K -$893 -2 -0.2%
GC
1613
Gilbert & Cook
Iowa
$535K +$10.3K +23 +2%
LTI
1614
Laffer Tengler Investments
Tennessee
$535K – – –
CIA
1615
Cohen Investment Advisors
New Hampshire
$535K +$5.36K +12 +1%
ABC
1616
Associated Banc-Corp
Wisconsin
$535K +$38K +85 +8%
PMSA
1617
Patrick M. Sweeney & Associates
Illinois
$533K +$5.81K +13 +1%
RFA
1618
Resurgent Financial Advisors
Georgia
$532K -$77.7K -174 -13%
MCM
1619
Monument Capital Management
Virginia
$530K -$71.1K -159 -12%
RMP
1620
Richards, Merrill & Peterson
Washington
$529K +$15.6K +35 +3%
BB
1621
Bell Bank
North Dakota
$528K +$32.2K +72 +6%
RMDI
1622
R.M. Davis Inc
Maine
$524K +$48.2K +108 +10%
PG
1623
Prostatis Group
Maryland
$522K +$8.04K +18 +2%
PPH
1624
Pure Portfolios Holdings
Oregon
$522K +$29.9K +67 +6%
AIP
1625
Almanack Investment Partners
Pennsylvania
$521K -$7.15K -16 -1%
63 64
65
66 67