Stock

Lockheed Martin Corp

LMT · held by 22 managers

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Reported value

$305.7M

Holders

+0 new · −1 exited

Holders’ est. mark

−$60.7M

Price effect on 12 books still in the name

Largest holder

$280.2M

BARCLAYS PLC

Who holds it

Notable only

Investor	Shares	Value	Est. mark	Change
BARCLAYS PLC	576.6K	$280.2M	−$56.9M	Cut−$340.5M
Marex Group plc	15.6K	$7.56M	−$1.22M	Added$339.1K
Kentucky Farm Bureau Mutual Insurance Co	7K	$3.4M	−$690.3K	Cut−$690.3K
Leonteq Securities AG	5.06K	$2.46M	−$410.3K	Added$25.6K
CHESAPEAKE ASSET MANAGEMENT LLC	4.63K	$2.25M	−$456.8K	Cut−$1.46M
Flavin Financial Services, Inc.	4.25K	$2.07M	—	Held
Ransom Advisory, Ltd	2.83K	$1.38M	−$275.4K	Cut−$256K
Norris Financial Group, LLC	2.19K	$1.06M	−$216.1K	Cut−$216.1K
ELEVATION POINT WEALTH PARTNERS, LLC	1.81K	$881K	−$104.2K	Added$262.7K
Prestige Wealth Management Group LLC	1.66K	$806.3K	−$159.6K	Cut−$139.7K
Clark Wealth Partners	1.61K	$781K	—	Held
SL ADVISORS, LLC	1.32K	$641.4K	−$130.2K	Cut−$151.2K
Roehl & Yi Investment Advisors, LLC	1.25K	$605K	—	Held
AEGON ASSET MANAGEMENT UK Plc	857	$416.4K	−$84.3K	Cut−$84.3K
Severin Investments, LLC	729	$354.4K	—	Held
BROADWATER CAPITAL MANAGEMENT LLC	507	$246.4K	−$50K	Cut−$50K
Stark Wealth Management LLC	420	$204.1K	—	Held
Evelyn Partners Investment Management LLP	243	$118.1K	—	Held
Medallion Wealth Advisors, LLC	221	$107.7K	—	Held
Aventura Private Wealth, LLC	130	$63.2K	—	Held
Evelyn Partners Investment Management Services Ltd	128	$62.2K	—	Held
Catherine Avery Investment Management LLC	95	$46.2K	—	Held

Who left

Burton Enright Welch$215.1K

Positions as of Q4 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.

Lockheed Martin Corp

Holder count by quarter

Who holds it

Who left