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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 %
GPWM
2001
Grant Private Wealth Management
California
$293K +$2.68K +6 +0.9%
CIAM
2002
Caitong International Asset Management
Hong Kong
$292K +$289K +648 +10,800%
MPM
2003
MBB Public Markets
Illinois
$292K +$292K +654 New
AGWCA
2004
Annis Gardner Whiting Capital Advisors
Florida
$291K +$4.46K +10 +2%
LI
2005
LMCG Investments
Massachusetts
$290K – – –
IFU
2006
iSAM Funds (UK)
United Kingdom
$289K -$917K -2,052 -76%
RIM
2007
Rockbridge Investment Management
New York
$287K +$287K +643 New
SIM
2008
Sentry Investment Management
Wisconsin
$287K -$24.1K -56 -8%
PIA
2009
Panoramic Investment Advisors
Colorado
$287K -$21.9K -49 -7%
EIP
2010
Ellis Investment Partners
Pennsylvania
$286K +$47.8K +107 +20%
NFSG
2011
Newbridge Financial Services Group
Florida
$286K -$81.3K -182 -22%
TM
2012
TigerOak Management
New Mexico
$286K -$8.93K -20 -3%
AL
2013
ACAS LLC
California
$286K – – –
TNA
2014
True North Advisors
Texas
$285K -$3.57K -8 -1%
AWM
2015
Absher Wealth Management
North Carolina
$285K +$8.49K +19 +3%
GC
2016
Gibson Capital
Pennsylvania
$285K +$285K +638 New
ISL
2017
Ingalls & Snyder LLC
New York
$285K – – –
JCM
2018
Janney Capital Management
Pennsylvania
$285K +$11.6K +26 +4%
IA
2019
IFC Advisors
California
$285K +$3.57K +8 +1%
DBIA
2020
Dumont & Blake Investment Advisors
New Jersey
$285K -$893 -2 -0.3%
CCM
2021
Cohen Capital Management
California
$285K – – –
DCBT
2022
Dakota Community Bank & Trust
North Dakota
$285K +$10.7K +24 +4%
BF
2023
bLong Financial
Tennessee
$284K – – –
HIW
2024
Holos Integrated Wealth
Pennsylvania
$283K – – –
WIS
2025
Wright Investors Service
Connecticut
$283K -$29.5K -66 -9%
79 80
81
82 83