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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
OCG
2976
Opus Capital Group
Ohio
-$201K -415 Closed
DK
2977
DJE Kapital
Germany
-$193K -400 Closed
GAFA
2978
Garton & Associates Financial Advisors
Kentucky
-$183K -380 Closed
MCIA
2979
Mountain Capital Investment Advisors
Colorado
-$218K -370 Closed
USWIA
2980
UP Strategic Wealth Investment Advisors
Pennsylvania
-$219K -351 Closed
RLH
2981
RD Lewis Holdings
Florida
-$209K -333 Closed
EAM
2982
Erste Asset Management
Austria
-$192K -312 Closed
DEM
2983
Disciplined Equity Management
Florida
-$118K -243 Closed
LWANC
2984
Laurel Wealth Advisors (North Carolina)
North Carolina
-$104K -214 Closed
OC
2985
Optima Capital
Oregon
-$102K -210 Closed
AIP
2986
Alexis Investment Partners
Texas
-$87.1K -180 Closed
SHF
2987
Safe Harbor Fiduciary
Florida
-$76.4K -158 Closed
VWWMG
2988
Vermillion & White Wealth Management Group
Pennsylvania
-$66.7K -138 Closed
EWA
2989
EQ Wealth Advisors
Texas
-$46.4K -96 Closed
KBFS
2990
Kohmann Bosshard Financial Services
Ohio
-$43.8K -91 Closed
QA
2991
Quattro Advisors
Pennsylvania
-$40K -83 Closed
TIM
2992
Thompson Investment Management
Wisconsin
-$40.1K -83 Closed
OBC
2993
Oakum Bay Capital
Connecticut
-$39.2K -81 Closed
TM
2994
Torren Management
California
-$38.2K -79 Closed
WC
2995
Wexford Capital
Florida
-$33.9K -70 Closed
WWA
2996
Wealth Watch Advisors
Colorado
-$33.4K -69 Closed
CIA
2997
Cape Investment Advisory
Georgia
-$26.8K -55 Closed
CAM
2998
Clarity Asset Management
Iowa
-$26.1K -54 Closed
HHMI
2999
Howard Hughes Medical Institute
Maryland
-$21.3K -44 Closed
IIM
3000
IFC & Insurance Marketing
California
-$18K -37 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.