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Lockheed Martin

2,909 hedge funds and large institutions have $105B invested in Lockheed Martin in 2026 Q1 according to their latest regulatory filings, with 353 funds opening new positions, 1,061 increasing their positions, 1,124 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 353 | Existing positions closed: 107

58% more funds holding in top 10

Funds holding in top 10: 2641 (+15)

26% more capital invested

Capital invested by funds: $83.1B → $105B (+$21.9B)

7% more funds holding

Funds holding: 2,7202,909 (+189)

1.01% more ownership

Funds ownership: 74.19%75.2% (+1%)

10% more call options, than puts

Call options by funds: $2.28B | Put options by funds: $2.08B

6% less repeat investments, than reductions

Existing positions increased: 1,061 | Existing positions reduced: 1,124

Holders
2,909
Holders Change
+189
Holders Change %
+6.95%
% of All Funds
35.78%
Holding in Top 10
41
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+57.69%
% of All Funds
0.5%
New
353
Increased
1,061
Reduced
1,124
Closed
107
Calls
$2.28B
Puts
$2.08B
Net Calls
+$201M
Net Calls Change
-$870M
Name Holding Trade Value Shares
Change
Change in
Stake
RCG
2501
Regatta Capital Group
California
$235K +$239K +388 New
BOH
2502
Bank of Hawaii
Hawaii
$235K +$239K +388 New
SIA
2503
Sovereign Investment Advisors
Arizona
$235K +$239K +388 New
CMI
2504
Clare Market Investments
Texas
$234K +$238K +387 New
TNBTD
2505
Trustmark National Bank Trust Department
Mississippi
$234K -$18.5K -30 -7%
CC
2506
Clearwave Capital
California
$234K +$238K +386 New
SW
2507
StrongBox Wealth
Missouri
$233K +$237K +384 New
SEM
2508
Strategic Equity Management
Arizona
$232K +$237K +385 New
AIP
2509
Avail Investment Partners
Pennsylvania
$232K +$237K +384 New
RP
2510
Rowlandmiller & Partners
Georgia
$232K +$616 +1 +0.3%
CAM
2511
Clark Asset Management
New Hampshire
$231K +$236K +383 New
MAV
2512
Mason & Associates (Virginia)
Virginia
$231K +$236K +383 New
MIM
2513
Miller Investment Management
Pennsylvania
$231K +$236K +383 New
LWM
2514
LongView Wealth Management
Georgia
$231K -$98.6K -160 -30%
NL
2515
Navalign LLC
California
$231K
OAS
2516
Optivise Advisory Services
Tennessee
$231K -$29K -47 -11%
BI
2517
Ballast Inc
Kentucky
$230K +$235K +381 New
FIB
2518
First Interstate Bank
Montana
$230K +$235K +381 New
CPC
2519
Cadia Private Client
New Jersey
$229K +$233K +379 New
RK
2520
Rather & Kittrell
Tennessee
$228K +$233K +378 New
WPA
2521
Winning Points Advisors
Florida
$228K -$61.6K -100 -22%
CWA
2522
Consilium Wealth Advisory
Texas
$228K +$232K +377 New
DIM
2523
DC Investments Management
Virginia
$227K +$232K +376 New
LCM
2524
Leisure Capital Management
California
$227K +$232K +376 New
BFWM
2525
Bright Futures Wealth Management
New York
$227K +$232K +376 New

LMT Hedge Fund Activity: Q1 2026 in Review

2,909 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q1 2026, worth a combined $105B — up 26% from $83.1B a quarter earlier.

Buyers outnumbered sellers: 353 funds opened new LMT positions and 107 closed out — a net gain of 246 holders — while 1,061 added to existing stakes and 1,124 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $693M. The largest seller was Charles Schwab, cutting an estimated $916M.

  • 2,909 institutional investors held Lockheed Martin (LMT) as of Q1 2026, up from 2,720 in Q4 2025.
  • Funds reported $105B of Lockheed Martin stock for Q1 2026, up 26% quarter-over-quarter.
  • 353 funds opened new Lockheed Martin positions in Q1 2026 and 107 closed out, a net change of +246 holders.
  • The largest Lockheed Martin buyer in Q1 2026 was Capital Research Global Investors, an estimated $693M added.
  • The largest Lockheed Martin seller in Q1 2026 was Charles Schwab, an estimated $916M sold.

Based on aggregated 13F filings for Q1 2026.