Signals

← Signals

☆LMT

138 in-universe funds with a nonzero position in LMT within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#7298
Score / z0.000 / -0.03
Consensus42.65 over 93 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-08-28 8-K 1.01, 9.01
2026-07-23 8-K 2.02, 9.01
2026-05-13 8-K 5.07
2026-04-23 8-K 2.02, 9.01
2026-01-29 8-K 2.02, 9.01
2025-12-18 8-K 8.01
2025-12-09 8-K 1.01, 9.01
2025-10-21 8-K 2.02, 9.01
2025-08-29 8-K 1.01, 9.01
2025-07-28 8-K 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-07-23 424B5 LOCKHEED MARTIN CORP
2024-12-04 424B5 LOCKHEED MARTIN CORP
2024-01-25 424B5 LOCKHEED MARTIN CORP
2023-05-23 424B5 LOCKHEED MARTIN CORP
2022-10-19 424B5 LOCKHEED MARTIN CORP
2022-04-21 424B5 LOCKHEED MARTIN CORP
2020-05-18 424B5 LOCKHEED MARTIN CORP
2020-05-15 424B5 LOCKHEED MARTIN CORP

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 2,226.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 1,341.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 425.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 378.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 352.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 267.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 164.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 152.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 102.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 60.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 57.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 55.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 50.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 41.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 27.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 23.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆STRS OHIO CIK 0000820478 0.777 2154 21.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 20.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 19.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 15.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Powszechne Towarzystwo Emerytalne Allianz Polska S.A. CIK 0002053628 0.898 10 9.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED BANK CIK 0001286478 0.652 130 8.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 7.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 5.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 5.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 5.0 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Union Heritage Capital, LLC CIK 0001862428 0.324 65 4.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 4.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 3.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 3.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 3.0 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 2.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 2.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 2.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 2.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 2.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 1.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 1.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Papamarkou Wellner Asset Management inc. CIK 0002063952 0.430 75 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Harold Davidson & Associates Inc. CIK 0001430022 0.496 59 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 1.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CROBAN CIK 0001694663 0.128 81 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.7 0.7% 2 -1.4 pp +0.7 pp +0.7 pp +0.7 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SL ADVISORS, LLC CIK 0001680365 0.505 32 0.6 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thoma Capital Management LLC CIK 0002060298 0.724 53 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.5 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Farmers National Bank CIK 0001632966 0.440 180 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cherokee Insurance Co CIK 0002077903 0.224 124 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just LMT). Qtrs Held counts distinct quarters this fund has actually held LMT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LMT position size. Δ columns are the percentage-point change in LMT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status