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 2,936 institutions that hold shares in the stock, with a total of 173 Million shares, which have been reported (via 13F filing form) to have a value of $71.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
750
shares
|
$308,055
0.05% of portfolio
|
Q2 2020
Reduced 12.38%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
750
shares
|
$308,055
0.09% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
750
shares
|
$308,055
0.04% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
750
shares
|
$308,055
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
743
shares
|
$305,179
0.44% of portfolio
|
Q3 2022
Reduced 2.62%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
742
shares
|
$304,769
0.09% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
742
shares
|
$304,769
0.03% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
741
shares
|
$304,358
0.14% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
740
shares
|
$303,947
0.08% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
738
shares
|
$303,126
0.02% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
738
shares
|
$303,126
0.16% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
737
shares
|
$302,715
0.13% of portfolio
|
Q3 2022
Added 23.04%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
737
shares
|
$302,715
0.14% of portfolio
|
Q2 2025
Reduced 14.9%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
736
shares
|
$302,304
0.07% of portfolio
|
Q2 2024
Reduced 8.11%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
736
shares
|
$302,304
0.03% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
736
shares
|
$302,304
0.07% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
735
shares
|
$301,893
0.3% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
734
shares
|
$301,483
0.03% of portfolio
|
Q2 2025
Added 25.47%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
734
shares
|
$301,483
0.16% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
732
shares
|
$300,661
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
730
shares
|
$299,840
0.17% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
730
shares
|
$299,840
0.02% of portfolio
|
Q1 2025
Reduced 9.77%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
728
shares
|
$299,018
0.14% of portfolio
|
Q1 2025
Added 295.65%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
728
shares
|
$299,018
0.11% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
728
shares
|
$299,018
0.1% of portfolio
|
Q2 2023
Added 17.23%
|