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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 %
CAM
1876
Covenant Asset Management
New Jersey
$357K – – –
PW
1877
PUREfi Wealth
Massachusetts
$357K +$143K +320 +67%
CCA
1878
Childress Capital Advisors
Texas
$355K +$19.2K +43 +6%
CPW
1879
Catalyst Private Wealth
California
$354K – – –
WDL
1880
Well Done LLC
Michigan
$354K +$17.5K +36 +5%
CGH
1881
CMG Global Holdings
Texas
$353K -$22.4K -48 -6%
PCA
1882
Purkiss Capital Advisors
Connecticut
$353K +$2.23K +5 +0.6%
RC
1883
Rovin Capital
Arizona
$353K +$1.34K +3 +0.4%
PGF
1884
Plan Group Financial
Oklahoma
$353K +$134K +300 +61%
OAM
1885
Occidental Asset Management
California
$353K -$17.4K -39 -5%
TL
1886
Tradewinds LLC
North Carolina
$353K -$98.7K -221 -22%
BFS
1887
BridgePort Financial Solutions
Iowa
$351K +$26.8K +60 +8%
SFP
1888
Sandbox Financial Partners
Maryland
$350K +$1.79K +4 +0.5%
CAM
1889
Cozad Asset Management
Illinois
$350K -$17.4K -39 -5%
FWM
1890
Fingerlakes Wealth Management
New York
$348K -$126K -281 -26%
HGA
1891
Hobbs Group Advisors
South Carolina
$347K -$168K -376 -33%
CPA
1892
Court Place Advisors
Maryland
$347K +$18.3K +41 +6%
Dodge & Cox
1893
Dodge & Cox
California
$346K – – –
ODIJL
1894
One Day In July LLC
Vermont
$345K +$345K +772 New
RSA
1895
River Street Advisors
Illinois
$344K +$56.3K +126 +20%
CTI
1896
Community Trust & Investment
Kentucky
$344K -$4.02K -9 -1%
CG
1897
Cynosure Group
Utah
$344K +$61.6K +138 +22%
RWM
1898
Riverbend Wealth Management
South Carolina
$343K -$86.7K -194 -20%
SEP
1899
Southland Equity Partners
Missouri
$342K +$10.3K +23 +3%
TA
1900
TrueWealth Advisors
Alabama
$342K -$2.68K -6 -0.8%
74 75
76
77 78