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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
KF
2576
Kelsey Financial
California
$212K +$216K +351 New
LNB
2577
Ledyard National Bank
$212K +$216K +351 New
MHIC
2578
Marble Harbor Investment Counsel
Massachusetts
$212K +$216K +350 New
OIM
2579
Oder Investment Management
California
$212K +$216K +350 New
SWK
2580
Stephen W. Kidder
$212K +$216K +350 New
AAS
2581
Annex Advisory Services
Wisconsin
$211K +$215K +349 New
OFS
2582
Orrstown Financial Services
Pennsylvania
$211K +$215K +349 New
RC
2583
Rahlfs Capital
Texas
$211K +$215K +349 New
PCM
2584
Prelude Capital Management
New York
$210K +$214K +348 New
AWM
2585
Avaii Wealth Management
Wisconsin
$210K +$214K +347 New
CCM
2586
CFO Capital Management
Connecticut
$210K -$97.9K -159 -31%
CWM
2587
Chesapeake Wealth Management
Virginia
$210K +$214K +347 New
LPAM
2588
Lodestar Private Asset Management
California
$210K +$214K +347 New
MG
2589
McHugh Group
Ohio
$209K +$213K +345 New
PCM
2590
Park Capital Management
Wisconsin
$209K +$213K +345 New
CA
2591
CGN Advisors
Kansas
$209K +$213K +345 New
MFS
2592
Madrona Financial Services
Washington
$208K +$212K +344 New
SWM
2593
Sagace Wealth Management
Florida
$208K +$212K +344 New
JWM
2594
JPL Wealth Management
Colorado
$207K +$211K +342 New
WPC
2595
Waters Parkerson & Co
Louisiana
$207K +$211K +342 New
OWA
2596
Outlook Wealth Advisors
Texas
$206K +$210K +341 New
HA
2597
HFG Advisors
Ohio
$206K +$210K +341 New
ANB
2598
Amarillo National Bank
Texas
$206K +$210K +341 New
EWS
2599
Eagle Wealth Strategies
New Jersey
$205K -$61.6K -100 -23%
AIFS
2600
A&I Financial Services
Colorado
$205K +$209K +339 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.