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 %
ACP
1701
Argyle Capital Partners
California
$460K +$49.6K +111 +12%
OW
1702
Olistico Wealth
Oklahoma
$459K – – –
HPIA
1703
Hamilton Point Investment Advisors
North Carolina
$459K -$10.3K -23 -2%
SC
1704
Scholtz & Company
Connecticut
$458K -$235K -525 -34%
GWM
1705
Greenhouse Wealth Management
Connecticut
$458K – – –
CIA
1706
Compass Ion Advisors
Pennsylvania
$457K -$48.2K -108 -10%
DP
1707
Divergent Planning
Maryland
$457K – – –
CAL
1708
Capital Advisors Ltd
Ohio
$455K -$36.6K -82 -7%
APW
1709
Austin Private Wealth
Texas
$455K -$55.4K -124 -11%
BFO
1710
Biltmore Family Office
North Carolina
$455K +$28.6K +64 +7%
JCM
1711
J2 Capital Management
Michigan
$454K -$8.49K -19 -2%
LSIA
1712
LaSalle St. Investment Advisors
Illinois
$453K -$1.77M -3,966 -80%
FPCP
1713
Fort Point Capital Partners
California
$453K +$2.68K +6 +0.6%
WTB
1714
Washington Trust Bank
Washington
$453K -$276K -617 -38%
BCG
1715
Breakwater Capital Group
New Jersey
$452K -$159K -355 -26%
BPWM
1716
Badgley Phelps Wealth Managers
Washington
$450K +$35.7K +80 +9%
MIM
1717
Marshall Investment Management
Colorado
$450K -$56.8K -127 -11%
BSB
1718
Bangor Savings Bank
Maine
$449K -$3.13K -7 -0.7%
KWS
1719
Keystone Wealth Services
California
$449K -$85.3K -191 -16%
CIC
1720
Chilton Investment Company
Connecticut
$449K -$316K -707 -41%
QC
1721
Quent Capital
New York
$449K +$37.5K +84 +9%
MFWP
1722
Mosaic Family Wealth Partners
Missouri
$448K +$44.2K +99 +11%
IA
1723
Inspire Advisors
Idaho
$448K -$4.02K -9 -0.9%
SIC
1724
Sterling Investment Counsel
New York
$448K +$16.1K +36 +4%
MAM
1725
Marotta Asset Management
Virginia
$447K +$7.02K +12 +2%
67 68
69
70 71