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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
CFG
2801
Chapman Financial Group
Hawaii
$30.2K
SR
2802
Swiss Re
Switzerland
$30.2K
PGAM
2803
Princeton Global Asset Management
New Jersey
$30.2K +$616 +1 +2%
TAR
2804
Trask Adam Roland
$30.2K +$30.8K +50 New
KOCAA
2805
Knights of Columbus Asset Advisors
Connecticut
$30.2K
UOIF
2806
University of Illinois Foundation
Illinois
$30.2K +$30.8K +50 New
SWA
2807
Strategic Wealth Advisors
Arizona
$30K
HWP
2808
Highline Wealth Partners
California
$29.8K +$11.1K +18 +58%
IWP
2809
IAG Wealth Partners
Wisconsin
$29.6K +$29.6K +48 +4,800%
BHWM
2810
Beaird Harris Wealth Management
Texas
$29K
BT
2811
Banque Transatlantique
France
$28.9K
PP
2812
PFS Partners
New Jersey
$27.8K
BHWM
2813
Bay Harbor Wealth Management
Maryland
$27.1K +$17.2K +28 +165%
MWA
2814
Miller Wealth Advisors
Colorado
$25.4K
GLF
2815
Groupe la Francaise
France
$24.9K +$2.46K +4 +10%
OA
2816
Operose Advisors
Wisconsin
$24.2K -$1.23K -2 -5%
HPWM
2817
High Point Wealth Management
New Jersey
$24.2K +$24.6K +40 New
KG
2818
Kilter Group
New York
$23.2K +$14.8K +24 +171%
WCM
2819
Westend Capital Management
California
$23K -$616 -1 -3%
HAP
2820
Harbor Asset Planning
Massachusetts
$21.9K
T
2821
Transce3nd
Texas
$21.8K -$8.62K -14 -28%
MSG
2822
Main Street Group
Virginia
$21.8K +$22.2K +36 New
RF
2823
Robinswood Financial
Washington
$21.3K
FIM
2824
FWL Investment Management
Texas
$21.2K +$21.6K +35 New
OAJ
2825
Ogorek Anthony Joseph
New York
$21K +$3.7K +6 +21%

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.