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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
Kayne Anderson Rudnick Investment Management
2701
Kayne Anderson Rudnick Investment Management
California
$96.9K -$6.16K -10 -6%
PPA
2702
Pilgrim Partners Asia
Singapore
$96.7K +$18.5K +30 +23%
GWP
2703
Gen-Wealth Partners
Michigan
$96.5K -$38.2K -62 -28%
BAM
2704
Bellevue Asset Management
Washington
$96.3K +$616 +1 +0.6%
BC
2705
Bayforest Capital
United Kingdom
$94.9K +$37.6K +61 +64%
CAIM
2706
Catherine Avery Investment Management
Florida
$93.7K -$5.54K -9 -5%
MFT
2707
Moisand Fitzgerald Tamayo
Florida
$92.5K +$35.7K +58 +61%
SIC
2708
SJS Investment Consulting
Ohio
$91.9K +$20.9K +34 +29%
AWM
2709
Ameliora Wealth Management
Switzerland
$90.7K +$92.4K +150 New
FFO
2710
Fortitude Family Office
Arizona
$90.1K -$525K -852 -85%
RWM
2711
Rialto Wealth Management
New York
$89.5K +$1.85K +3 +2%
GCM
2712
Gunpowder Capital Management
Maryland
$85.8K -$5.54K -9 -6%
TPWA
2713
Twin Peaks Wealth Advisors
California
$85.4K +$86.9K +141 New
AA
2714
Addison Advisors
Vermont
$85.2K +$9.24K +15 +12%
BIA
2715
Bell Investment Advisors
California
$84K +$9.86K +16 +13%
SC
2716
Solstein Capital
California
$84K
CBT
2717
CoreFirst Bank & Trust
Kansas
$83.4K -$6.78K -11 -7%
NF
2718
Napier Financial
Massachusetts
$83.4K +$85K +138 New
MS
2719
Monetary Solutions
Ohio
$82.2K
HDIM
2720
Hanson & Doremus Investment Management
Vermont
$82K
AWM
2721
Activest Wealth Management
Florida
$81.1K +$6.16K +10 +8%
KFP
2722
Kerr Financial Planning
California
$79.3K +$44.4K +72 +85%
EA
2723
Evolution Advisers
Virginia
$79K
OCWP
2724
Owl Creek Wealth Partners
Colorado
$78K +$79.5K +129 New
SFG
2725
Strive Financial Group
Indiana
$77K

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.