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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 %
AWS
2026
AJ Wealth Strategies
New York
$217K +$1.42K +3 +0.7%
B
2027
Bridgeworth
Alabama
$216K – – –
WCAMG
2028
Woodard & Company Asset Management Group
North Carolina
$216K – – –
MWA
2029
Mills Wealth Advisors
Texas
$216K +$216K +456 New
BOH
2030
Bank of Hawaii
Hawaii
$215K – – –
BEAM
2031
Baker Ellis Asset Management
Washington
$215K -$23.6K -50 -10%
MIM
2032
Merrion Investment Management
New Jersey
$215K +$215K +455 New
AA
2033
AlphaMark Advisors
Kentucky
$215K – – –
MAM
2034
McLean Asset Management
Virginia
$215K -$31.7K -67 -13%
CA
2035
Crewe Advisors
Utah
$215K -$1.89K -4 -0.9%
SDWIA
2036
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$215K +$945 +2 +0.4%
1WM
2037
1900 Wealth Management
Texas
$215K – – –
LWM
2038
Lodestone Wealth Management
Washington
$214K +$473 +1 +0.2%
AF
2039
Arrow Financial
New York
$214K -$74.7K -158 -26%
CH
2040
Canton Hathaway
Rhode Island
$213K – – –
WHCI
2041
W.H. Cornerstone Investments
Massachusetts
$213K +$1.42K +3 +0.7%
FFA
2042
Farther Finance Advisors
California
$213K +$37.8K +80 +22%
HA
2043
HFG Advisors
Ohio
$211K -$9.93K -21 -4%
BWA
2044
Burt Wealth Advisors
Maryland
$211K +$9.46K +20 +5%
BTIM
2045
BancFirst Trust & Investment Management
Oklahoma
$211K +$947 +2 +0.5%
FEM
2046
Fulcrum Equity Management
Texas
$211K +$211K +446 New
PBO
2047
Peoples Bank (Ohio)
Ohio
$210K – – –
SWK
2048
Stephen W. Kidder
$209K – – –
OL
2049
Optas LLC
Texas
$209K -$70K -148 -25%
IFS
2050
Ifrah Financial Services
Arkansas
$209K -$5.2K -11 -2%
80 81
82
83 84