Institutional Ownership Lockheed Martin Corp (LMT)
This table provides information about the institutional ownership of Lockheed Martin Corp (LMT). We have compiled data on the 2,867 institutions that hold shares in the stock, with a total of 171 Million shares, which have been reported (via 13F filing form) to have a value of $80.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
2,672
shares
|
$1.25 Million
0.09% of portfolio
|
Q3 2024
Reduced 17.84%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
2,654
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2022
Reduced 96.82%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
2,654
shares
|
$1.24 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
2,652
shares
|
$1.24 Million
0.47% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
2,632
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Added 160.08%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 16, 2024 Q3 2024 |
2,630
shares
|
$1.23 Million
1.36% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,628
shares
|
$1.23 Million
0.14% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
2,621
shares
|
$1.23 Million
0.09% of portfolio
|
Q3 2022
Added 0.65%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
2,620
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Reduced 84.32%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
2,617
shares
|
$1.23 Million
0.13% of portfolio
|
Q3 2024
Added 96.62%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,612
shares
|
$1.22 Million
0.19% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
2,611
shares
|
$1.22 Million
0.21% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Sippican Capital Advisors
|
Oct 28, 2024 Q3 2024 |
2,610
shares
|
$1.22 Million
1.17% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
2,609
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 08, 2024 Q3 2024 |
2,606
shares
|
$1.22 Million
0.37% of portfolio
|
Q3 2024
Added 163.77%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 28, 2024 Q3 2024 |
2,595
shares
|
$1.22 Million
0.68% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
2,593
shares
|
$1.22 Million
0.34% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,589
shares
|
$1.21 Million
0.66% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
2,584
shares
|
$1.21 Million
0.06% of portfolio
|
Q3 2024
Added 26.85%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
2,567
shares
|
$1.2 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
2,561
shares
|
$1.2 Million
0.35% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
2,554
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
2,544
shares
|
$1.19 Million
2.34% of portfolio
|
Q4 2022
Reduced 2.9%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
2,540
shares
|
$1.19 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
2,539
shares
|
$1.19 Million
0.13% of portfolio
|
Q3 2024
Reduced 67.5%
|