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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 %
DFG
2026
Delta Financial Group
New Jersey
$282K – – –
YWM
2027
Yukon Wealth Management
Kansas
$282K +$282K +631 New
MAM
2028
Morse Asset Management
Connecticut
$281K -$817K -1,828 -74%
WMA
2029
Wealth Management Associates
New Jersey
$281K -$208K -466 -43%
MBT
2030
Montecito Bank & Trust
California
$281K +$15.6K +35 +6%
CPBTD
2031
Central Pacific Bank - Trust Division
Hawaii
$281K +$28.1K +63 +11%
AWC
2032
Adamsbrown Wealth Consultants
Kansas
$281K +$13K +29 +5%
GAM
2033
Gould Asset Management
California
$279K – – –
TFIPS
2034
Towarzystwo Funduszy Inwestycyjnych PZU SA
$279K +$26.8K +60 +11%
CFFP
2035
Center for Financial Planning
Michigan
$279K +$81.3K +182 +41%
DO
2036
denkapparat Operations
Germany
$279K -$362K -810 -56%
GWSA
2037
Global Wealth Strategies & Associates
Colorado
$277K +$44.7K +100 +19%
EWA
2038
Exencial Wealth Advisors
Oklahoma
$277K -$41.6K -93 -13%
KLCM
2039
KG&L Capital Management
Louisiana
$277K +$38K +85 +16%
FMTCOCP
2040
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$276K +$2.68K +6 +1%
BHBT
2041
Burke & Herbert Bank & Trust
Virginia
$275K +$89.3K +200 +48%
MPM
2042
Meritage Portfolio Management
Kansas
$274K -$60.3K -135 -18%
FC
2043
Farringdon Capital
United Kingdom
$274K +$274K +614 New
APC
2044
Asset Planning Corporation
Tennessee
$273K – – –
AWA
2045
Amplius Wealth Advisors
Pennsylvania
$273K -$92.5K -207 -25%
VFIC
2046
Valley Forge Investment Consultants
Pennsylvania
$273K +$893 +2 +0.3%
FA
2047
Fountainhead AM
New Jersey
$273K +$39.7K +89 +17%
AWM
2048
Aprio Wealth Management
Georgia
$273K +$37.1K +83 +16%
HBT
2049
Hills Bank & Trust
Iowa
$272K -$8.04K -18 -3%
HWM
2050
Howard Wealth Management
Connecticut
$272K -$2.68K -6 -1%
80 81
82
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