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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
CFC
2601
Coyle Financial Counsel
Illinois
$205K +$209K +339 New
GD
2602
Grandfield & Dodd
New York
$204K -$123K -200 -37%
LSA
2603
Lansing Street Advisors
Pennsylvania
$204K +$208K +338 New
PFG
2604
Prosperity Financial Group
California
$204K +$208K +337 New
SFM
2605
Signet Financial Management
New Jersey
$204K +$208K +337 New
ALAM
2606
Asahi Life Asset Management
Japan
$204K -$277K -449 -57%
CIR
2607
Clear Investment Research
Georgia
$204K +$208K +337 New
PIMG
2608
Patriot Investment Management Group
Tennessee
$203K +$207K +336 New
SMA
2609
Seven Mile Advisory
New Jersey
$203K -$97.3K -158 -32%
FWM
2610
ForthRight Wealth Management
Georgia
$203K +$207K +336 New
GC
2611
Gibson Capital
Pennsylvania
$203K +$207K +336 New
HCMG
2612
Howard Capital Management Group
California
$203K +$207K +336 New
RWS
2613
Resolute Wealth Strategies
Mississippi
$203K +$207K +336 New
EW
2614
Evexia Wealth
Wisconsin
$203K +$202K +328 New
CFGW
2615
Chancellor Financial Group WB
Pennsylvania
$203K +$207K +336 New
CFM
2616
Cornerstone Financial Management
Massachusetts
$202K -$8.62K -14 -4%
LWM
2617
LJI Wealth Management
Indiana
$201K +$205K +333 New
TFM
2618
TFC Financial Management
Massachusetts
$201K
GWA
2619
Gratus Wealth Advisors
Virginia
$201K +$205K +333 New
AHL
2620
Abel Hall LLC
Louisiana
$201K +$205K +332 New
CWA
2621
CM Wealth Advisors
Ohio
$201K +$205K +332 New
GSAM
2622
Grant Street Asset Management
Pennsylvania
$200K +$204K +331 New
SRC
2623
Sage Rhino Capital
California
$200K +$204K +331 New
NEWAS
2624
N.E.W. Advisory Services
Wisconsin
$199K +$111K +180 +120%
SMFG
2625
Sumitomo Mitsui Financial Group
Japan
$199K +$203K +330 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.