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Lockheed Martin
LMT

Overview Fund Activity

2,270 hedge funds and large institutions have $90B invested in Lockheed Martin in 2023 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 900 increasing their positions, 906 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,270
Holders Change
-39
Holders Change %
-1.69%
% of All Funds
36.33%
Holding in Top 10
78
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-25%
% of All Funds
1.25%
New
134
Increased
900
Reduced
906
Closed
124
Calls
$1.69B
Puts
$1.42B
Net Calls
+$272M
Net Calls Change
-$241M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$168M
2
Millennium Management
Millennium Management
New York
+$116M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$115M
4
MMC
Mizuho Markets Cayman
Cayman Islands
+$106M
5
BG
Bahl & Gaynor
Ohio
+$106M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$759M
2
GQG Partners
GQG Partners
Florida
-$533M
3
BlackRock
BlackRock
New York
-$522M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$394M
5
Charles Schwab
Charles Schwab
California
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
KOC
2001
Koss-Olinger Consulting
Florida
$228K -$13.7K -29 -6%
OSNBOA
2002
Old Second National Bank of Aurora
Illinois
$228K – – –
MF
2003
Manchester Financial
California
$227K – – –
AWAU
2004
Alliance Wealth Advisors (Utah)
Utah
$227K -$945 -2 -0.4%
SFG
2005
Sunburst Financial Group
Alabama
$226K -$21.7K -46 -9%
FB
2006
First Bancorp
Maine
$226K – – –
SCM
2007
Stonehearth Capital Management
Massachusetts
$226K – – –
MMHP
2008
Murphy Middleton Hinkle & Parker
Georgia
$225K – – –
QPBE
2009
Quintet Private Bank (Europe)
Luxembourg
$225K +$225K +476 New
SWM
2010
Seed Wealth Management
Illinois
$225K – – –
WPA
2011
Winning Points Advisors
Florida
$225K – – –
AIM
2012
Alhambra Investment Management
Florida
$225K +$10.4K +22 +5%
WA
2013
Wealth Architects
California
$225K -$1.42K -3 -0.6%
WCM
2014
WealthBridge Capital Management
Ohio
$223K -$11.3K -24 -5%
SMF
2015
Sterling Manor Financial
New York
$223K – – –
AC
2016
Avestar Capital
New York
$222K -$57.2K -121 -20%
EW
2017
Evoke Wealth
California
$222K -$63.8K -135 -22%
ACM
2018
AUA Capital Management
Pennsylvania
$221K +$473 +1 +0.2%
AAS
2019
Annex Advisory Services
Wisconsin
$219K – – –
GWM
2020
Greenwich Wealth Management
Connecticut
$219K +$4.25K +9 +2%
FNA
2021
First National Advisers
Nebraska
$219K +$19.8K +42 +10%
WW
2022
Westshore Wealth
California
$219K +$3.78K +8 +2%
DWA
2023
Dougherty Wealth Advisers
Minnesota
$218K – – –
FW
2024
FirstPurpose Wealth
Utah
$217K -$14.2K -30 -6%
TTWM
2025
TCV Trust & Wealth Management
Virginia
$217K +$217K +459 New
79 80
81
82 83