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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 %
LA
1751
Legacy Advisors
Pennsylvania
$435K +$46.5K +104 +12%
MJRIC
1752
Mogy Joel R Investment Counsel
California
$433K – – –
DWM
1753
DecisionMap Wealth Management
Virginia
$430K -$25.9K -58 -6%
FWM
1754
Forefront Wealth Management
Pennsylvania
$430K +$4.47K +10 +1%
WF
1755
Wayfinding Financial
Washington
$430K -$43.7K -98 -9%
GA
1756
Goldstein Advisors
Wisconsin
$429K -$335K -749 -44%
BAWM
1757
Bennett Associates Wealth Management
Pennsylvania
$429K +$429K +960 New
FFO
1758
Fortitude Family Office
Arizona
$427K -$5.81K -13 -1%
ONST
1759
Old North State Trust
North Carolina
$427K – – –
BHPW
1760
Beverly Hills Private Wealth
California
$427K +$29K +65 +7%
JBW
1761
Journey Beyond Wealth
Georgia
$427K -$130K -290 -23%
SEA
1762
Stegent Equity Advisors
Texas
$426K +$159K +355 +59%
GWCM
1763
Godshalk Welsh Capital Management
Pennsylvania
$424K – – –
IAG
1764
Ipsen Advisor Group
Arkansas
$423K -$3.13K -7 -0.7%
RWA
1765
Rooted Wealth Advisors
Illinois
$423K -$69.1K -160 -14%
CFP
1766
Catalyst Financial Partners
Massachusetts
$423K +$5.81K +13 +1%
SFG
1767
Sterling Financial Group
California
$422K – – –
MIFH
1768
Migdal Insurance & Financial Holdings
Israel
$422K – – –
BWP
1769
BSW Wealth Partners
Colorado
$420K -$289K -647 -41%
CAG
1770
Curtis Advisory Group
California
$420K -$4.47K -10 -1%
GF
1771
GGM Financials
Ohio
$420K +$420K +939 New
CA
1772
Continuum Advisory
Idaho
$418K -$1.81M -4,048 -81%
TCM
1773
Tandem Capital Management
New Jersey
$418K – – –
CWM
1774
Centurion Wealth Management
Virginia
$417K – – –
MPAM
1775
Murphy Pohlad Asset Management
Minnesota
$417K -$181K -405 -30%
69 70
71
72 73