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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
MGWM
2951
Marks Group Wealth Management
Minnesota
-$400K -828 Closed
GSC
2952
G&S Capital
Colorado
-$387K -801 Closed
DA
2953
Dover Advisors
Virginia
-$328K -678 Closed
CST
2954
Charles Schwab Trust
Nevada
-$327K -676 Closed
GCM
2955
Goldstream Capital Management
Hong Kong
-$324K -669 Closed
CMF
2956
Counterpoint Mutual Funds
California
-$309K -639 Closed
ESBC
2957
E.S. Barr & Co
Kentucky
-$308K -637 Closed
SRL
2958
Scientech Research LLC
New Jersey
-$287K -594 Closed
WWM
2959
Walser Wealth Management
Florida
-$273K -565 Closed
FLFS
2960
Family Legacy Financial Solutions
North Carolina
-$273K -564 Closed
EC
2961
EntryPoint Capital
New York
-$270K -558 Closed
KLCM
2962
KG&L Capital Management
Louisiana
-$259K -536 Closed
SIM
2963
Sentry Investment Management
Wisconsin
-$249K -514 Closed
MIA
2964
MMBG Investment Advisors
Florida
-$242K -500 Closed
PL
2965
PeakShares LLC
Florida
-$242K -500 Closed
Q
2966
QVR
California
-$232K -479 Closed
HKIMG
2967
Hutchens & Kramer Investment Management Group
Indiana
-$231K -478 Closed
PRI
2968
Prepared Retirement Institute
Pennsylvania
-$222K -460 Closed
WCM
2969
Weaver Capital Management
Georgia
-$221K -458 Closed
GTWM
2970
Global Trust Wealth Management
Florida
-$221K -457 Closed
GRR
2971
Golden Reserve Retirement
Ohio
-$221K -456 Closed
VT
2972
Volterra Technologies
New York
-$212K -438 Closed
CAS
2973
Coppell Advisory Solutions
Texas
-$213K -436 Closed
WWM
2974
Westwood Wealth Management
California
-$205K -423 Closed
LWP
2975
LeClair Wealth Partners
Ohio
-$203K -419 Closed

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.