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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
WAS
2551
Wealth Advisory Solutions
Indiana
$220K -$117K -190 -34%
CP
2552
Camelot Portfolios
Ohio
$220K -$10.5K -17 -4%
SWIM
2553
Smallwood Wealth Investment Management
New Jersey
$220K +$6.16K +10 +3%
SFG
2554
Sovereign Financial Group
Connecticut
$219K +$224K +363 New
GWMIA
2555
Global Wealth Management Investment Advisory
Florida
$219K +$223K +362 New
RHP
2556
Royal Harbor Partners
Texas
$219K +$223K +362 New
CRWM
2557
Castle Rock Wealth Management
California
$217K +$1.23K +2 +0.6%
RFA
2558
Register Financial Advisors
Georgia
$217K +$221K +359 New
RWP
2559
Revolve Wealth Partners
New Jersey
$217K +$221K +359 New
WF
2560
WealthPoint Financial
North Carolina
$217K +$221K +359 New
GIM
2561
Groesbeck Investment Management
New Jersey
$216K
SAM
2562
Sagewood Asset Management
New York
$216K +$220K +357 New
BTWM
2563
Baker Tilly Wealth Management
Wisconsin
$215K +$219K +356 New
JC
2564
JM2 Capital
Oklahoma
$215K +$219K +356 New
GA
2565
Gordian Advisors
Arizona
$215K +$219K +356 New
KJHP
2566
K.J. Harrison & Partners
Ontario, Canada
$215K -$4.31M -7,000 -95%
FCM
2567
Fell Capital Management
California
$215K +$219K +355 New
AFO
2568
Arrowroot Family Office
California
$214K -$102K -166 -32%
LCM
2569
Lazari Capital Management
California
$214K +$218K +354 New
GC
2570
Granville Capital
North Carolina
$214K +$218K +354 New
TIAA Trust, National Association
2571
TIAA Trust, National Association
North Carolina
$213K -$10.9M -17,751 -98%
WCA
2572
Westover Capital Advisors
Delaware
$213K +$217K +352 New
DIM
2573
DLK Investment Management
California
$213K +$217K +352 New
GHA
2574
Granite Harbor Advisors
Texas
$212K +$216K +351 New
SSWM
2575
Smith Salley Wealth Management
North Carolina
$212K -$440K -715 -67%

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.