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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
FNWA
2776
Financial Network Wealth Advisors
Utah
$47.7K
RA
2777
Rational Advisors
New York
$45.9K
WTA
2778
Washington Trust Advisors
Massachusetts
$44.7K +$2.46K +4 +6%
UFPG
2779
United Financial Planning Group
New York
$43.5K +$6.78K +11 +18%
CCMW
2780
Cypress Capital Management (Wyoming)
Wyoming
$42.9K
PB
2781
Prosperity Bancshares
Texas
$42.9K +$31.4K +51 +255%
BFS
2782
Beacon Financial Strategies
North Carolina
$42.3K
CPL
2783
Capital & Planning LLC
Georgia
$42.3K +$43.1K +70 New
TCM
2784
Triumph Capital Management
Colorado
$40.3K +$7.39K +12 +22%
CFSG
2785
Community Financial Services Group
Vermont
$39.5K +$39.4K +64 New
EDRH
2786
Edmond de Rothschild Holding
Switzerland
$39.3K
MEG
2787
Millstone Evans Group
Colorado
$39.3K
WPA
2788
Wealth Preservation Advisors
Tennessee
$39.3K +$31.4K +51 +364%
BDPWM
2789
Barnes Dennig Private Wealth Management
Ohio
$38.1K
AP
2790
Aspect Partners
Virginia
$37.5K
LCA
2791
Legend Capital Advisors
New York
$36.9K +$37.6K +61 New
LWMI
2792
Legacy Wealth Management (Idaho)
Idaho
$36.3K +$1.23K +2 +3%
MCA
2793
McGuire Capital Advisors
Oklahoma
$36.1K -$1.23K -2 -3%
BFS
2794
Burkett Financial Services
South Carolina
$34.8K
SHIM
2795
Stone House Investment Management
Pennsylvania
$34.8K +$1.23K +2 +4%
UOTTAIMCU
2796
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$32K -$2.31M -3,753 -99%
FMB
2797
Field & Main Bank
Kentucky
$31.4K
WAG
2798
Wilkerson Advisory Group
Missouri
$31.4K +$9.24K +15 +41%
BCM
2799
Basso Capital Management
Connecticut
$30.8K
AFC
2800
Ares Financial Consulting
California
$30.3K

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.