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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
UAS
301
United Asset Strategies
New York
$18.1M -$2.96M -4,806 -14%
BCM
302
Brookstone Capital Management
Illinois
$18M +$1.38M +2,233 +8%
NIM
303
NEOS Investment Management
Connecticut
$17.9M -$257K -417 -1%
OC
304
Oppenheimer & Co
New York
$17.9M -$2.27M -3,682 -11%
PA
305
Pinnacle Associates
New York
$17.8M +$41.3K +67 +0.2%
ET
306
Entropy Technologies
New York
$17.6M +$15.9M +25,798 +759%
HTI
307
Hikari Tsushin Inc
Japan
$17.6M
HIMC
308
Heritage Investors Management Corp
Maryland
$17.4M -$447K -725 -2%
BCIM
309
British Columbia Investment Management
British Columbia, Canada
$17.3M -$5.28M -8,578 -23%
SAM
310
Strategy Asset Managers
California
$17.3M -$96.1K -156 -0.5%
FVWA
311
Foster Victor Wealth Advisors
South Carolina
$17.3M -$858K -1,393 -5%
AFG
312
Albion Financial Group
Utah
$17.2M +$73.3K +119 +0.4%
EGM
313
Engineers Gate Manager
New York
$17.1M +$13.2M +21,442 +315%
SPS
314
Susquehanna Portfolio Strategies
Pennsylvania
$17M -$4.54M -7,368 -21%
SMDAM
315
Sumitomo Mitsui DS Asset Management
Japan
$17M +$180K +292 +1%
NYLIM
316
New York Life Investment Management
New York
$17M +$128K +208 +0.7%
WA
317
Waverly Advisors
Alabama
$16.9M +$3.74M +6,067 +28%
P
318
Paradiem
Louisiana
$16.8M -$2.47M -4,015 -13%
EH
319
Equitable Holdings
New York
$16.7M +$4.25M +6,904 +26%
ACP
320
Albar Capital Partners
United Kingdom
$16.7M +$17M +27,594 New
NAM
321
Nissay Asset Management
Japan
$16.6M +$217K +353 +1%
CCG
322
Cypress Capital Group
Florida
$16.6M -$392K -636 -2%
AIMC
323
Alley Investment Management Company
Illinois
$16.5M -$4.43M -7,188 -21%
Wealthfront Advisers
324
Wealthfront Advisers
California
$16.5M +$2.67M +4,331 +19%
VIP
325
Vantage Investment Partners
Missouri
$16.4M -$67.8K -110 -0.4%

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.