We are live on ! Find out more
LMT icon

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
AAG
2626
Armstrong Advisory Group
Massachusetts
$198K +$5.54K +9 +3%
OWA
2627
Opal Wealth Advisors
New York
$198K +$201K +327 New
EI
2628
EFG International
$193K +$136K +220 +220%
TIA
2629
Tiemann Investment Advisors
California
$193K +$197K +319 New
NSIM
2630
North Star Investment Management
Illinois
$192K -$3.7K -6 -2%
BWM
2631
BKM Wealth Management
Wisconsin
$192K +$195K +317 New
SIA
2632
Strategic Investment Advisors
Michigan
$191K +$195K +316 New
MIHAS
2633
Maj Invest Holding A/S
Denmark
$191K
RFS
2634
Richardson Financial Services
Massachusetts
$189K -$3.08K -5 -2%
QPBE
2635
Quintet Private Bank (Europe)
Luxembourg
$187K +$20.9K +34 +12%
LWM
2636
Lodestone Wealth Management
Washington
$187K
ZBNA
2637
Zions Bancorporation, National Association
Utah
$184K -$194K -315 -51%
WA
2638
WPG Advisers
Maryland
$184K -$122K -198 -39%
ME
2639
McIlrath & Eck
Washington
$184K +$107K +173 +131%
PB
2640
Pinnacle Bancorp
Nebraska
$180K -$3.7K -6 -2%
Loomis, Sayles & Company
2641
Loomis, Sayles & Company
Massachusetts
$175K -$11.7K -19 -6%
GGI
2642
Godsey & Gibb Inc
Virginia
$172K -$78.8K -128 -31%
MPG
2643
My Portfolio Guide
California
$171K +$174K +283 New
DWM
2644
Darwin Wealth Management
Florida
$170K -$1.85K -3 -1%
MTIC
2645
Missouri Trust & Investment Company
Missouri
$169K +$77K +125 +81%
AW
2646
Avion Wealth
Texas
$169K +$6.16K +10 +4%
CVM
2647
Cheviot Value Management
California
$167K
SCM
2648
Silvant Capital Management
Georgia
$167K
CMP
2649
Coston McIsaac & Partners
Maine
$167K +$8.62K +14 +5%
BWA
2650
Basecamp Wealth Advisors
Washington
$164K +$14.8K +24 +10%

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.