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 2,868 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 $79.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
18,060
shares
|
$8.45 Million
1.75% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
17,937
shares
|
$8.4 Million
1.68% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
17,931
shares
|
$8.39 Million
0.26% of portfolio
|
Q3 2024
Reduced 12.87%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
17,895
shares
|
$8.38 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Strategic Wealth Investment Group, LLC
|
Oct 24, 2024 Q3 2024 |
17,849
shares
|
$8.35 Million
1.19% of portfolio
|
Q3 2024
Added 13.46%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
17,790
shares
|
$8.33 Million
1.62% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
17,770
shares
|
$8.32 Million
2.21% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
17,704
shares
|
$8.29 Million
0.23% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
17,609
shares
|
$8.24 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
17,588
shares
|
$8.23 Million
0.28% of portfolio
|
Q1 2024
Reduced 5.81%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
17,381
shares
|
$8.14 Million
7.49% of portfolio
|
Q1 2024
Added 14.33%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
17,378
shares
|
$8.13 Million
1.55% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
17,298
shares
|
$8.1 Million
0.2% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
17,134
shares
|
$8.02 Million
3.84% of portfolio
|
Q3 2024
Added 27.85%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
17,096
shares
|
$8 Million
0.87% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Nov 13, 2024 Q3 2024 |
17,000
shares
|
$7.96 Million
0.79% of portfolio
|
Q3 2020
New holding
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 13, 2024 Q3 2024 |
17,000
shares
|
$7.96 Million
0.39% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
16,905
shares
|
$7.91 Million
0.89% of portfolio
|
Q3 2024
Added 57.36%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
16,820
shares
|
$7.87 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
16,815
shares
|
$7.87 Million
1.41% of portfolio
|
Q3 2022
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
16,810
shares
|
$7.87 Million
0.04% of portfolio
|
Q2 2023
Reduced 59.65%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
16,609
shares
|
$7.77 Million
0.03% of portfolio
|
Q3 2022
Added 0.67%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
16,560
shares
|
$7.75 Million
0.82% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
16,388
shares
|
$7.67 Million
0.61% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Oak Harvest Investment Services
|
Oct 25, 2024 Q3 2024 |
16,342
shares
|
$7.65 Million
1.38% of portfolio
|
Q3 2024
Reduced 25.58%
|