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Lockheed Martin
LMT

Overview Fund Activity

2,293 hedge funds and large institutions have $85.8B invested in Lockheed Martin in 2023 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 894 increasing their positions, 926 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+23
Holders Change %
+1.01%
% of All Funds
36.16%
Holding in Top 10
59
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-24.36%
% of All Funds
0.93%
New
137
Increased
894
Reduced
926
Closed
101
Calls
$1.47B
Puts
$1.41B
Net Calls
+$64.2M
Net Calls Change
-$208M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$174M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$139M
3
Marshall Wace
Marshall Wace
United Kingdom
+$117M
4
Two Sigma Investments
Two Sigma Investments
New York
+$114M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$108M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.09B
2
Capital World Investors
Capital World Investors
California
-$821M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$435M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$316M
5
MMA
Mizuho Markets Americas
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWM
2001
Paragon Private Wealth Management
Kentucky
$230K +$5.99K +13 +3%
AWM
2002
Aries Wealth Management
Maine
$230K +$6.91K +15 +3%
CA
2003
Crewe Advisors
Utah
$230K +$20.7K +45 +10%
AWS
2004
AJ Wealth Strategies
New York
$230K +$18.4K +40 +9%
SN
2005
Sittner & Nelson
Oregon
$229K – – –
SW
2006
SMART Wealth
Nebraska
$229K -$5.99K -13 -3%
HFA
2007
High Falls Advisors
New York
$229K +$229K +497 New
JLBC
2008
J.L. Bainbridge & Co
Florida
$228K – – –
1WM
2009
1900 Wealth Management
Texas
$228K +$24.9K +54 +12%
HFS
2010
HBC Financial Services
Washington
$227K -$45.4K -100 -17%
GWP
2011
Gateway Wealth Partners
Wisconsin
$226K -$780K -1,694 -78%
PWM
2012
Palumbo Wealth Management
New York
$226K +$1.38K +3 +0.6%
B
2013
Bailard
California
$226K -$2.76K -6 -1%
FA
2014
Fountainhead AM
New Jersey
$224K -$8.29K -18 -4%
AFM
2015
Armstrong Fleming & Moore
District of Columbia
$224K +$224K +486 New
SIM
2016
SSI Investment Management
California
$223K -$30.4K -66 -12%
GSIS
2017
Global Strategic Investment Solutions
Arizona
$223K +$461 +1 +0.2%
MWM
2018
Mattern Wealth Management
Kansas
$222K – – –
MWM
2019
Maripau Wealth Management
Indiana
$222K +$25.8K +56 +13%
KOC
2020
Koss-Olinger Consulting
Florida
$222K – – –
OSNBOA
2021
Old Second National Bank of Aurora
Illinois
$222K – – –
AC
2022
Avestar Capital
New York
$222K +$5.53K +12 +3%
PWP
2023
Phillips Wealth Planners
Mississippi
$221K -$30.8K -67 -12%
SFG
2024
Sunburst Financial Group
Alabama
$221K +$460 +1 +0.2%
FTA
2025
Financial & Tax Architects
Missouri
$221K +$221K +479 New
79 80
81
82 83