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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
RCM
2751
Richardson Capital Management
Wisconsin
$60.4K
MWA
2752
Merkkuri Wealth Advisors
New York
$57.8K +$59.1K +96 New
BWM
2753
Bernard Wealth Management
Michigan
$57.4K
SVWA
2754
Sarver Vrooman Wealth Advisors
Missouri
$55.6K
EWP
2755
Elevation Wealth Partners
California
$55.6K +$1.85K +3 +3%
HFM
2756
Hartford Financial Management
Connecticut
$55K -$4.31K -7 -7%
BGAI
2757
Bruce G. Allen Investments
Colorado
$54.4K -$4.93K -8 -8%
EC
2758
Elequin Capital
New York
$54.4K +$55.4K +90 New
AWM
2759
Abound Wealth Management
Tennessee
$54.4K +$20.3K +33 +58%
TCM
2760
Tradewinds Capital Management
Washington
$52.6K -$163K -264 -75%
BIM
2761
Breakwater Investment Management
Washington
$51.4K -$9.86K -16 -16%
PFO
2762
Pioneer Family Office
Florida
$50.8K
PMFA
2763
Plante Moran Financial Advisors
Michigan
$50.8K +$1.23K +2 +2%
WWM
2764
Wolff Wiese Magana
California
$50.8K +$3.08K +5 +6%
MFP
2765
Meramec Financial Planners
Missouri
$50.6K
TWM
2766
TopTier Wealth Management
Wisconsin
$49.6K +$50.5K +82 New
HWA
2767
Heritage Wealth Advisors
Virginia
$48.9K
BBPWM
2768
Blue Bell Private Wealth Management
Pennsylvania
$48.4K -$160K -259 -76%
PWA
2769
Physician Wealth Advisors
Utah
$48.4K +$23.4K +38 +90%
KAS
2770
Kemnay Advisory Services
New York
$48.4K -$30.2K -49 -38%
SFS
2771
Sunrise Financial Services
Washington
$48.4K
TTIC
2772
Tower Trust & Investment Company
Iowa
$48.4K
CWIG
2773
Chung Wu Investment Group
Texas
$48.4K +$49.3K +80 New
MWM
2774
Magnolia Wealth Management
Alabama
$48.4K +$49.3K +80 New
MIM
2775
MTM Investment Management
South Carolina
$47.8K

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.