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Lockheed Martin

2,406 hedge funds and large institutions have $80B invested in Lockheed Martin in 2024 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 983 increasing their positions, 954 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,406
Holders Change
-24
Holders Change %
-0.99%
% of All Funds
34.87%
Holding in Top 10
41
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-19.61%
% of All Funds
0.59%
New
143
Increased
983
Reduced
954
Closed
136
Calls
$1.8B
Puts
$1.55B
Net Calls
+$248M
Net Calls Change
+$290M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
2001
Howard Wealth Management
Connecticut
$273K -$17.7K -39 -6%
SFS
2002
Summit Financial Strategies
Ohio
$272K -$37.3K -82 -12%
RFG
2003
RFP Financial Group
Georgia
$272K -$2.73K -6 -1%
WIC
2004
Wilkins Investment Counsel
Massachusetts
$272K +$272K +597 New
WWS
2005
Wellington Wealth Strategies
Indiana
$271K +$271K +595 New
BCMO
2006
Buckingham Capital Management (Ohio)
Ohio
$270K -$8.19K -18 -3%
SIA
2007
Schear Investment Advisers
Ohio
$269K +$20.9K +46 +8%
HCM
2008
Howard Capital Management
Georgia
$268K +$33.2K +73 +14%
BSSFA
2009
Baron Silver Stevens Financial Advisors
Florida
$267K -$10K -22 -4%
PIA
2010
Panoramic Investment Advisors
Colorado
$267K -$4.09K -9 -2%
SXL
2011
Summit X LLC
Missouri
$265K +$8.69K +19 +3%
FOA
2012
Five Oceans Advisors
California
$265K
ML
2013
McAdam LLC
Pennsylvania
$265K +$12.3K +27 +5%
SIAG
2014
Safeguard Investment Advisory Group
California
$264K -$456 -1 -0.2%
BAAM
2015
Baker Avenue Asset Management
California
$263K +$13.6K +30 +5%
FWM
2016
FSA Wealth Management
Massachusetts
$262K +$9.1K +20 +4%
RPGK
2017
Retirement Planning Group (Kansas)
Kansas
$262K
CWM
2018
Campbell Wealth Management
Virginia
$262K -$5.91K -13 -2%
FDS
2019
First Dallas Securities
Texas
$262K
OSNBOA
2020
Old Second National Bank of Aurora
Illinois
$260K
ACM
2021
AUA Capital Management
Pennsylvania
$260K +$2.27K +5 +0.9%
EIP
2022
Ellis Investment Partners
Pennsylvania
$259K
FMN
2023
Financial Management Network
California
$259K -$61.8K -136 -19%
MCP
2024
Mirador Capital Partners
California
$259K +$455 +1 +0.2%
R
2025
Rebalance
California
$257K