Lockheed Martin stock holdings grow at Rafferty Asset Management

Rafferty Asset Management increases stake in aerospace giant by 10.7% in Q3

Mar. 3, 2026 at 12:39am

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Rafferty Asset Management LLC, a major investment firm, has increased its holdings in Lockheed Martin Corporation (NYSE:LMT) by 10.7% during the third quarter of 2025. The fund now owns 41,384 shares of the aerospace company's stock, valued at $20.66 million as of its latest SEC filing.

Why it matters

Lockheed Martin is one of the world's largest defense contractors, with a diverse portfolio of military aircraft, missile systems, and space technologies. Institutional investors like Rafferty closely monitor the company's performance, and changes in their holdings can signal broader market trends and investor sentiment around the stock.

The details

According to the filing, Rafferty Asset Management added 3,989 shares of Lockheed Martin to its portfolio during the third quarter. This brings the firm's total stake in the company to 41,384 shares, worth $20.66 million as of the end of the reporting period.

  • Rafferty Asset Management increased its Lockheed Martin holdings during the third quarter of 2025.

The players

Rafferty Asset Management LLC

A major investment management firm that oversees a portfolio of stocks, bonds, and other assets.

Lockheed Martin Corporation

A global aerospace and defense company that designs, develops, and manufactures advanced technology systems for government and commercial customers.

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The takeaway

Rafferty's increased stake in Lockheed Martin reflects the continued investor interest in the aerospace and defense sector, particularly in large, established players like Lockheed Martin that have a diverse product portfolio and a strong market position.