Lockheed Martin. Every tracked FinTwit mention of $LMT, newest first. 114 mentions since the first on Dec 3, 2025. See the price chart.
July 2026 · 7 mentions
Jul 10
Nancy Pelosi Stock Tracker ♟ — Breaking: While Trump was telling the public the Iran war was winding down, his account was buying Lockheed Martin $LMT
On March 23rd, Trump announced peace talks were going "very…↗
Jul 10
unusual_whales — Lockheed Martin, $LMT, which donated $1 million to Trump's inauguration and over $10 million to his ballroom project, is reportedly donating $5 million to build the White House hel…↗
Jul 6
The Future Investors — $LMT Lockheed Martin is leading the race to acquire Ultra Maritime in a $3.5B deal, strengthening its anti-submarine and naval defense capabilities. A deal could be announced as ea…↗
The Assembly — President Trump just filed disclosures showing a purchase of up to $250,000 in $LMT.
In early April, he proposed increasing the US defense budget to $1.5 trillion.
Make of that w…↗
June 2026 · 12 mentions
Jun 28
InvestmentGuru — The Robotics Bull Run Is Here.
Every factory, every warehouse, every hospital, every battlefield, every ocean floor — being rewired with intelligent machines. Not in twenty years…↗
Jun 26
Space Investor — $INFQ / $LMT: Lockheed Martin Sees GPS And Quantum Navigation Working Together
Lockheed Martin is positioning quantum navigation as a backup and companion to GPS, aiming to give m…↗
Jun 25
Space Investor — $RKLB / $SPCX / $LMT
Rocket Lab, Lockheed Martin among the partners in SpaceX's military space-laser project
By Christine Ji
(MarketWatch) - Government documents show a lineup o…↗
Wayne Liang — Good news for $CPSH investors... the more I look into the AlSiC angle, the more obvious the bottleneck is.
The $NASA ETF forced-flow is definitely the short-term catalyst, but the…↗
May 26
Wayne Liang — So I was deep diving into $NASA ETF holdings to see what will heavily benefit from $SPCX IPO...
And I came across $CPSH. At the start of this year, it was a solid US AlSiC play, b…↗
May 18
Paola Rojas 🐝 — Gina Rinehart made some unusual moves as per her latest 13F filing, for this year's Q1.
For clarity, this relates to Hancock Prospecting's $3.3 billion US stock portfolio.
Exposu…↗
Nezih Gökay — 💠United Launch Alliance
United Launch Alliance, 2006 yılında Boeing Co. $BA ve Lockheed Martin Corp. $LMT arasında bir ortak girişim olarak kurulan bir ABD havacılık ve uzay şi…↗
Apr 26
Michael Sikand 🦑 — The defense trade is getting smoked.
$LMT is down 18% in 1M
$KTOS is down 19% in 1M
$RCAT is down 15% in 1M
My newest position $AVEX ripped to $41 Monday and closed at $29 on Fri…↗
Apr 25
Shay Boloor — THE WHITE HOUSE BASKET
Government Ownership
• $USAR rare earth supply chain reshoring
• $MP critical minerals & magnet supply chain
• $LAC domestic lithium supply for batteries
•…↗
Serenity — Or... instead of spending billions on "cheaper missiles".
Since blowing $3-4M Patriots to down cheap drones isn't working.
We start to do more research and deploy Energy Directe…↗
Mar 29
PhotonBull — Everyone's watching $LMT and $RTX restock missiles from the Iran war. Nobody's watching the optics supply chain for Iran.
$OPTX, Syntec Optics, is a Rochester-based precision phot…↗
Mar 28
Wolf Capital — Day 28 of the US-Israel war on Iran:
• Khamenei dead
• 1,750+ Iranian civilians killed
• 500+ ballistic missiles fired
• Lebanon getting flattened
• Strait of Hormuz on the brink…↗
Alphatica — Two strikes on Iran. Two completely different institutional playbooks.
We ran our flow scanner on every SPDR sector ETF for the 30 days before the June 2025 strikes — then compare…↗
Feb 28
Serenity — Here's my read on the market:
The US/Israel Regime Change + Strike on Iran has already been front-run by institutions.
Buying Defense/Oil at ATHs and selling risk-assets may be…↗
Feb 28
KaizenInvestor — I’m against war. Every war. But as an investor, you have to navigate the world as it actually is, not as you want it to be.
Geopolitical conflicts happen, and when they do, you ne…↗
KawzInvests 🦑 — Anduril has one rule: move fast with American-made.
$PDYN (~$330M) is the only company listed in Anduril's Fury supply chain.
Out of every defense contractor in America, Anduril…↗
Jan 29
Serenity — I've initiated positions in $CPSH as a US AlSiC pure play chokepoint.
They represent ~25% of the near-term semi-grade AlSiC market.
Their customers:
- U.S. Navy (War)
- U.S. Ar…↗
Jan 25
InvestmentGuru — Space economy stocks.
1. Launch & Space Access
Companies that get satellites and cargo to orbit efficiently
$RKLB – Leading small-sat launch provider, expanding into medium-lift…↗
Shay Boloor — DRONES WILL BE ONE OF THE HOTTEST THEMES OF 2026
The ecosystem breaks down like this:
• $UAVS drones used for farming & commercial work
• $ONDS communication systems that let dron…↗
Dec 28
InvestmentGuru — Big Picture | Where the Next Cycle Is Taking Us:
Space:
$RKLB, $ASTS, $RDW, $PL
Enterprise AI:
$PLTR, $SNOW, $MDB, $NOW
Mag 7:
$NVDA, $GOOGL, $MSFT, $META, $AAPL, $TSLA, $AMZN
Po…↗
Dec 22
Chris Ray — I’ve been seeing people post some completely NON-space sector stocks and claiming they’re part of the “space economy.”
If you want to research some ACTUAL space stocks, these are…↗
Space Investor — 2. SPACE FORCE
The Space Force is poised for a significant funding windfall, with its budget reaching nearly $40 billion in fiscal year 2026, an $11.3 billion increase from curren…↗
Jul 5
Space Investor — 1. NASA ARTEMIS
The mega‑bill include substantial support for NASA’s Artemis in the form of $10 billion around Artemis IV & V, Mars mission development, ISS operations/deorbit, an…↗
June 2025 · 2 mentions
Jun 15
Nancy Pelosi Stock Tracker ♟ — We finally found something bi-partisan in DC ...
Unfortunately it's them buying & profiting from war stocks ..
Jefferson Shreve (R) bought Raytheon $RTX on 2/23/25. He's up 16%…↗
Jun 13
Nancy Pelosi Stock Tracker ♟ — Breaking 🚨:
Israel declares state of emergency after launching preemptive strike on Tehran, Iran's capital.
Raytheon Technologies $RTX is up 12%
Lockheed Martin $LMT is up 7%
No…↗
— $ONDS | Drone and counter-drone technology is, in many ways, still a “blue ocean” opportunity, in my opinion.
As @CeoOndas has said repeatedly, what we’re about to see unfold is a…
Shay Boloor — $ONDS Sentrycs is collaborating with $LMT to bring its Cyber-over-RF counter-drone technology into the Sanctum C-UAS platform.
The system can detect, track & take control of u…↗
Jun 23
Chris Ray — 🚨 $ONDS announces collaboration with Lockheed Martin through its subsidiary, Sentrycs.
Sentrycs' Cyber-over-RF tech will be integrated into Sanctum, Lockheed Martin's next-gen C-…↗
Jun 19
The Future Investors — The global space economy could grow from $630B today to more than $3T by 2050 🚀📈
Here are the companies best positioned to benefit 👇
📡 𝗦𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁…↗
Jun 19
Michael Sikand 🦑 — Defense bulls, get ready.
Western governments are literally defense's version of AI hyperscaler capex, but the market isn't pricing it in.
Global defense: $3T+ est. for 2027
AI h…↗
Jun 14
Michael | Hypermarkets — You don't need to buy $SPCX to 10x your portfolio.
You can buy $NASA ETF which owns:
1. SpaceX $SPCX — 12.70%
Rockets, spacecraft, Starlink satellite internet
2. Rocket Lab $RKL…↗
Jun 13
Michael | Hypermarkets — $SPCX makes $20B/year with $2 trillion valuation.
Its revenue will 100x in a few years says $GS.
These 20 companies will explode 10x-20x with $SPCX:
LAUNCH & INFRASTRUCTURE
1.…↗
Jun 9
Michael | Hypermarkets — 2 years ago, I called out $IONQ at $7 it spiked 1000% to $70+
This year, President Trump put $2 billion on more quantum stocks.
Here's 6 stocks exactly like $IONQ:
1. $RGTI — Ri…↗
Jun 5
Wolf Capital — Added $RTX and $LMT lottos for mid june, the setups are nice, going to swing!↗
— SpaceX $SPCX is officially set to go public on June 12.
This will be the largest IPO in history, & will cause a total reprice amongst the entire space sector.
These are the criti…
InvestmentGuru — SpaceX $SPCX IPO — June 12.
Biggest IPO in history. Know your map.
🛸 Launch
→ $RKLB $FLY
🛰️ Imaging
→ $PL $SATL $BKSY $SPIR $HAWK $GSAT
📡 Satellite Comms
→ $ASTS $IRDM $VSAT…↗
May 14
InvestmentGuru — Here are the robotics stocks grouped by segment
Robot Automation
$ROK – Rockwell Automation
$ZBRA – Zebra Technologies
$CGNX – Cognex
$PATH – UiPath
$PEGA – Pegasystems
Medical R…↗
May 7
Mike Investing — We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK,…↗
May 2
Shay Boloor — 2026 WILL BE THE SUMMER OF SPACE
SpaceX now has a 92% implied chance of going public this summer which could become the forcing function for the space trade.
A rumored $2T valuat…↗
— How have we gotten to the point in the market
Where long defense stocks is a contrarian trade during a US war in the middle east?
Makes no sense to me
$AVEX $ONDS $LMT $RTX $KTO…
Mike Investing — Earlier this week the Pentagon announced a $1.5T Defense budget…
Here are the top 10 Biggest Winners:
1. $PLTR ~ Palantir
2. $ONDS ~ Ondas
3. $RKLB ~ Rocket Lab
4. $ASTS ~ AST S…↗
InvestmentGuru — Space sector playbook -
Launch
$RKLB — End-to-end space platform combining launch, satellites, and spacecraft components.
SpaceX (Private, IPO watch ~mid-2026) — Gravitational c…↗
Apr 9
CK Capital — $EOS.AX is one of my highest conviction positions and one of the largest holdings in my entire portfolio.
Here is a full deep dive on why.
Buckle up.
Most people have never hea…↗
Apr 7
Black Panther Capital — Tonight at 8 PM ET, the clock runs out on the Iran deadline. While the crowd stares at crude oil tickers, I’m watching the structural plumbing of the AI economy.
The Strait of Hor…↗
InvestmentGuru — SPACE ECONOMY-
The Full Stack — Where the Real Money Flows:
Space isn’t “the future” anymore. It’s an investable ecosystem right now. Here’s the stack — simplified:
LAUNCH (Acc…↗
Apr 3
Frenchie — 🚨 Coup dur pour l’aviation US
Depuis la guerre du Vietnam, aucun conflit n’avait généré un rythme de pertes aussi élevé pour l’aviation de chasse américaine
2 avions de combat e…↗
— @platochi $NOC, $LMT already frontran ahead of conflict since Iran was largely expected. Lockheed up 23% YTD is enormous already, even after the drop.
Oil was frontran as well, b…
Serenity — Holy sht… $SPY index down close to -5% YTD.
Pershing Square NAV down almost -20% YTD.
One of the worst starts to the year for the broader market.
On the bright side?
$CVX and…↗
Mar 24
Alphatica — ALPHATICA INDUSTRY ROTATION RADAR
Alphatica Industry Rotation Radar. Top 15 S&P weighted industries, 20 days, as of today's close.
Watch the trails. Three things just happened.…↗
InvestmentGuru — Drones are no longer a niche. They are becoming core infrastructure across defense, industry, and the future of mobility.
This is one of the fastest-growing Physical AI markets —…↗
Mar 18
Alphatica — ALPHATICA — DEFENSE FLOW UPDATE: THREE WEEKS IN
Three weeks into the Iran strikes. Here's what changed in defense flow.
Feb 28 (day of the strikes): PLTR was a −$230M institution…↗
Mar 18
Nancy Pelosi Stock Tracker ♟ — Two years ago, @QuiverQuant launched the Trump Donor Portfolio on Autopilot
It tracked which companies' employees donated the most to Trump's Campaign & since launch, the thesis w…↗
Mar 17
Chris Ray — Golden Dome Czar names $LMT, $RTX, and $NOC as the 3 primes working on the Golden Dome C2 platform.
A total of 9 companies are assisting with development but are not all named.
R…↗
Mar 16
BULL OF BRITAIN — THE US DEFENCE INDUSTRIAL BASE + THE AI BUILDOUT ARE ABOUT TO COLLIDE IN THE SAME SUPPLY CHAIN, CREATING THE FIRST TUNGSTEN SUPERCYCLE.
Bloomberg just reported on the 557% tungste…↗
Mar 15
Black Panther Capital — Retail is about to buy the wrong defense stocks. Again.
Everyone's loading up on $LMT and $RTX.
Here's why that's the dumbest trade in 2026 and what actually wins the Iran war as…↗
Mar 13
Jason Luongo — The space economy is entering Phase 2 and most investors are only looking at one piece of it.
A SpaceX IPO in 2026 would put a spotlight on every layer of this ecosystem.
Here's…↗
Mar 10
Alphatica — ALPHATICA INDUSTRY ROTATION RADAR
S&P 500 · 40 Days · Daily RS vs SPY
Software stocks are down 21% YTD. The $IGV is 29% off its highs. So why is our rotation radar showing Softwar…↗
Mar 10
Gaetano — It's hard to comprehend the significance of this
$LASR $LMT $RTX $NOC
If $LASR can successfully build this, it would completely change the landscape of future global conflict
If…↗
Mar 8
Serenity — The sentiment around KOSPI | $EWY (SK Hynix / Samsung) on
Crude Oil / LNG / Helium either:
Disrupting Supply or Compressing Margins are overblown.
The supply chain disruption…↗
Mar 7
InvestmentGuru — Back on January 8th, I flagged defense as one of the strongest long-term themes heading into 2026. Two months in — the thesis is playing out, and the scoreboard doesn’t lie.
on an…↗
Mar 7
Shay Boloor — President Trump just said the U.S. military budget could reach $1.5T.
Modern defense spending is increasingly focused on drones, software, communications & the industrial base tha…↗
Mar 6
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $AMKR
Optical Networking - $AAOI, $COHR, $LITE…↗
Mar 6
InvestmentGuru — Oil Spike - What It Means for Markets
Oil pushing toward $85 as tensions around Iran and the Strait of Hormuz escalate. Nearly 20% of global oil flows through this chokepoint, so…↗
KaizenInvestor — Pre-market of the mentioned stocks:
$PLTR: +3.84%
$PL: -3.07%
$RTX: +7.18%
$LMT: +6.24%
$DRS: +2.63%
$HII: +4.58%
$AVAV: +12.19%
Sometimes investing is really straightforward.↗
Mar 2
BMSInvests — Defence and drone stocks ripping in the overnight market🚀🟢
$ONDS $NOC $LMT $KTOS $DPRO $RCAT $UMAC $UAVS https://t.co/j70zC1RTDp↗
Mar 1
Midas — Some names that benefit the most from Iran-US strikes:
1. $LMT - Maker of jets & missile systems
2. $RTX - Supplier of Patriot missiles & air defense tech
3. $NOC - Producer o…↗
Mar 1
Jason Luongo — TOP 10 STOCKS TO WATCH (Iran Conflict)
Markets open Monday to a new world.
Khamenei is dead. Iran is retaliating across the Middle East. The Strait of Hormuz is under threat. Oil…↗
Mar 1
Mike Investing — The war between the U.S. & Iran has officially begun, and as a result war stocks will rise heavily.
If you aren’t invested into these picks by now then you’ll soon be left behind:…↗
Mar 1
Shay Boloor — Claude reportedly helped the Pentagon identify targets in both the Maduro Venezuela raid and the Khamenei Iran strike.
The real shift is that intelligence is becoming AI-driven wh…↗
— Hope you all hedged with Pistachios.
Israel is now airstriking Iran.
Immediate Beneficiaries:
Oil (Energy) - $XLE, $CVX, $XOM,
Defense - $AVAV, $NOC, $LASR, $LPTH, $RTX, $AVAV…
InvestmentGuru — Despite another blockbuster quarter from $NVDA, the market reaction says everything: enthusiasm for AI is being capped by rising anxiety over the sustainability of massive capex.…↗
Feb 23
Jason Luongo — If we go to war with Iran, these are the stocks you will want to keep an eye on:
Defense primes:
$LMT, $RTX, $NOC, $GD, $LHX, $HWM
Drones and autonomous systems:
$ONDS, $AVAV, $K…↗
Feb 16
Black Panther Capital — 👀The ONLY watchlist you need for 2026.
EVERY sector the government and hyperscalers are pouring money into.
49 stocks across AI, hardware, defense, energy, and space.
→ Save th…↗
Gaetano — Just dropped the deepest report I’ve ever written
$LASR $LMT $DRS $LPTH
If you care about the future of defense investing, save this post tagged below and read it when you have s…↗
Feb 10
Michael Sikand 🦑 — $LMT x $KRKNF
Lockheed Martin just teased "Lamprey"
It's a subsea drone that latches onto ships and submarines like an eel, hitching rides to operating areas.
It can launch aer…↗
Feb 3
Jason Luongo — My 2026 playbook - one contrarian pick per sector:
AI Infrastructure - $IREN (not $CRWV)
Space - $RKLB (not $ASTS)
Peptides - $HIMS (not $LLY)
Crypto - $HOOD (not $COIN)
Energy -…↗
Feb 2
The Future Investors — The first month of 2026 is over. Here are the 25 stocks with the strongest start 📈👇
1. $SDNK | Sandisk - 156.7%
2. $BE | Bloom Energy - 74.2%
3. $FLNC | Fluence Energy - 55.6%
4…↗
Feb 2
Shane C. Murphy, CMT — Check out the monthly candle on $LMT 👀
There's been no better performing month in the modern era (post 1995 merger). Incredible! https://t.co/VmW3oHdaIx↗
Feb 1
Jason Luongo — The White House is telling you where funding is going:
AI - $IREN
Chips - $NVDA
Power - $BE
Defense - $LMT
Robotics - $AMZN
Drones - $ONDS
Space - $RKLB
Energy storage - $ENS
Nucl…↗
— I took another new position at market close today 👀
$OPTX $LASR $POCI $LMT $DRS
Can you guess what it is while I work on writing out my thesis?
- Sub 2b mkt cap
- Defense & Medi…
Gaetano — What companies are positioned at the different layers of the Photonics A&D trade?
$OPTX $LASR $COPI $LMT $KOPN $DRS
You asked and I will deliver!
I am working on a multi part thr…↗
Jan 18
Serenity — @RKLBMan I'm sure you would like $FEIM given its space exposure.
It's already up 241% this year so I'm sure markets have slowly started to realize the bottleneck
They're heavily…↗
Jan 15
Gaetano — 🚨Why I’m diving deep into defense &
aerospace photonics
$LMT $RTX $LHX $NOC $TDY $LPTH $LASR
This is a natural extension of how I already think about AI infrastructure.
I spen…↗
Jan 15
InvestmentGuru — Defense and aerospace stocks to watch
- Control / Decision Software (The Brain): This is where wars are increasingly decided. Data fusion, AI-driven decision-making, and battlefie…↗
Jan 12
Gaetano — Exciting Updated!
I’m keeping AI datacenter photonics as my core focus and I’ll continue covering my top positions there.
But I’m expanding into another lane where my photonics w…↗
Jan 12
Shay Boloor — GLOBAL DEFENSE CHEAT SHEET
Defense is about drones, software, communications & the industrial base that makes them scale with these companies enabling that shift:
Drones
• $ONDS…↗
Jan 10
InvestmentGuru — 5 Core Sectors Your Portfolio Should Be Focused On for 2026.
The next market cycle will be driven by power, compute, connectivity, health, and automation. Positioning early acros…↗
Jan 9
InvestmentGuru — Defense remains one of the strongest long-term themes as global spending rises across drones, electronics, aerospace, and AI-driven warfare. From high-growth drone plays like $ONDS…↗
Jan 8
Mike Investing — These 7 picks will be directly benefitted from the $1.5T 2027 U.S. defense budget:
1. $ONDS ~ Provides the secure, jam resistant communication backbone for drone operations.
2. $P…↗
Jan 8
Shay Boloor — 10 WAYS TO CAPTURE A $1.5T U.S. DEFENSE BUDGET IN 2027
1. $PLTR powers command, control & real-time decision-making by fusing data into actionable battlefield intelligence.
2. $O…↗
Jan 8
InvestmentGuru — Some of the stocks that can benefit
$LMT, $NOC, $RTX, $GD, $BA, $TXT, $HII, $AXTI, $ONDS, $RDW,↗
Jan 8
InvestmentGuru — Defense stocks gained ground after fresh comments from President Trump about the U.S. military budget and defense spending priorities.
Today, Trump posted that the U.S. should bo…↗
Jan 7
BMSInvests — Bullish $ONDS 🐂
This will only affect larger contractors such as $LMT (-2%), $NOC (-2.2%).
Ondas doesn’t pay dividends, nor does it have a stock repurchase programme and @CeoOn…↗
Jan 7
Shay Boloor — 2026 WILL BE THE YEAR OF SPACE
Orbital Launch (access to space)
• $SPACEX enables low-cost, high-cadence launch that underpins the entire ecosystem
• $RKLB provides dedicated laun…↗
Jan 6
Black Panther Capital — 👀THE NEXT WAVE IN DEFENSE TECH:
Venezuela instability accelerates demand for secure comms and drones.
Watch these:
- $ONDS for LATAM contracts
- $PLTR for geopolitical analyt…↗
Jan 5
Black Panther Capital — 🚨HERE IT COMES. TRUMPS NEXT MOVE:
Here 20 companies to look out for if Trump sits down to negotiate with Greenland.
$CRML, Mining $MP, Materials $UUUU, Mining $LMT, Aerospace &…↗
Jan 4
InvestmentGuru — Big Picture | Where the Next Cycle Is Taking Us:
Space: The Next Strategic Infrastructure Layer
$RKLB, $ASTS, $RDW, $PL
Enterprise AI: From Pilots to Profits
$PLTR, $SNOW, $NOW…↗
Jan 4
Serenity — @MYUNGJOONKIM2 No point of keeping it a secret just to let institutions front run retail investors -> retail finds out a month later after it's already up a lot.
Thought I'd ju…↗
Jan 3
Mike Investing — This morning the US has invaded Venezuela.
Everyone is led to now asking the same question.
How can you actually make money from it?
1. Oil and heavy sour crude ~ $VLO, $MPC, $X…↗
Jan 1
InvestmentGuru — Here are the robotics stocks grouped by segment
Robot Automation
$ROK – Rockwell Automation
$ZBRA – Zebra Technologies
$CGNX – Cognex
$PATH – UiPath
$PEGA – Pegasystems
Medical R…↗
— Morgan Stanley expects the global robotics market to grow from $91B today to $25T by 2050 — a 250× expansion 🤖🚀
Robotics is a full stack — these stocks stand to benefit 👇
🥇𝗧…