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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
AAG
2851
Accordant Advisory Group
Maryland
$12.7K +$12.9K +21 New
CWM
2852
Copia Wealth Management
Oregon
$12.7K
PL
2853
Protective Life
Alabama
$12.7K +$12.9K +21 New
AF
2854
Align Financial
Minnesota
$12.1K -$5.95M -9,653 -100%
PP
2855
Pacifica Partners
Canada
$12.1K -$616 -1 -5%
BFS
2856
Bare Financial Services
Pennsylvania
$12.1K +$2.46K +4 +25%
LIA
2857
Luken Investment Analytics
Tennessee
$11.5K -$9.24K -15 -44%
IWS
2858
Intentional Wealth Strategies
Colorado
$11.5K +$11.7K +19 New
MWM
2859
Mosley Wealth Management
California
$11K +$13.6K +22 New
CMA
2860
Cedar Mountain Advisors
Oregon
$10.9K +$7.39K +12 +200%
RCM
2861
Ravenstone Capital Management
$10.9K +$11.1K +18 New
GAAM
2862
Guinness Atkinson Asset Management
California
$10.3K
EFMH
2863
E Fund Management (HK)
Hong Kong
$10.3K +$9.24K +15 +750%
BH
2864
Burk Holdings
Oklahoma
$10.3K +$10.5K +17 New
NECFA
2865
New England Capital Financial Advisors
Connecticut
$9.69K
RTL
2866
Red Tortoise LLC
Georgia
$9.67K
SGFG
2867
Silver Grove Financial Group
New York
$9.07K +$9.24K +15 New
BCM
2868
Birch Capital Management
Texas
$9.07K
BCPWM
2869
Bradley & Co Private Wealth Management
Florida
$9.07K
Bank Julius Baer & Co
2870
Bank Julius Baer & Co
Switzerland
$8.44K +$8.62K +14 New
IA
2871
IFG Advisory
Georgia
$7.86K -$1.15M -1,864 -99%
IA
2872
IFS Advisors
Kansas
$7.86K
AT
2873
Arlington Trust
Alabama
$7.86K +$8.01K +13 New
W
2874
WealthCollab
Washington
$7.25K +$2.46K +4 +50%
FGA
2875
Fortis Group Advisors
New Jersey
$6.65K

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.