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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
MCM
2526
Mill Capital Management
North Carolina
$227K +$231K +375 New
OPCM
2527
Osborne Partners Capital Management
California
$227K -$30.2K -49 -12%
APG
2528
Abacus Planning Group
South Carolina
$227K +$231K +375 New
WHCI
2529
W.H. Cornerstone Investments
Massachusetts
$226K -$129K -210 -36%
CA
2530
Carson Advisory
Georgia
$226K +$230K +374 New
IWP
2531
Invenio Wealth Partners
Florida
$226K -$63.4K -103 -22%
WCG
2532
Weaver Consulting Group
California
$226K +$230K +374 New
UWP
2533
Uniting Wealth Partners
Kansas
$226K +$230K +373 New
PIWA
2534
Prevail Innovative Wealth Advisors
Kansas
$225K -$2.36M -3,836 -91%
SP
2535
Stonebrook Private
Michigan
$225K +$230K +373 New
AEPWM
2536
Atlantic Edge Private Wealth Management
Florida
$225K
TSWM
2537
Triangle Securities Wealth Management
North Carolina
$224K +$229K +371 New
SWM
2538
Shepherd Wealth Management
Ohio
$224K +$270K +438 New
RIA
2539
Rhodes Investment Advisors
Texas
$224K +$228K +370 New
BM
2540
Berman McAleer
Maryland
$223K +$227K +369 New
WAM
2541
Wakefield Asset Management
Colorado
$223K +$227K +369 New
BFP
2542
Briaud Financial Planning
Texas
$222K +$226K +367 New
IFS
2543
Ifrah Financial Services
Arkansas
$222K +$226K +367 New
NLP
2544
Next Level Private
New York
$222K +$226K +367 New
PWA
2545
Primoris Wealth Advisors
Florida
$221K +$225K +365 New
DWM
2546
Dynasty Wealth Management
Florida
$220K +$225K +365 New
WW
2547
Westshore Wealth
California
$220K +$225K +365 New
NC
2548
North Capital
Utah
$220K +$224K +364 New
ZWA
2549
Zinnia Wealth Advisory
Florida
$220K -$75.2K -122 -25%
CWA
2550
Canvas Wealth Advisors
Kansas
$220K +$224K +364 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.