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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
BWS
351
Buck Wealth Strategies
Colorado
$14.3M -$1.04M -1,691 -7%
Pictet Asset Management
352
Pictet Asset Management
Switzerland
$14.3M +$976K +1,585 +7%
WHG
353
Westwood Holdings Group
Texas
$14.3M -$886K -1,439 -6%
IWC
354
Integrated Wealth Concepts
Massachusetts
$14.2M +$5.44M +8,832 +60%
SCTC
355
Sanibel Captiva Trust Company
Florida
$14.2M +$962K +1,562 +7%
B
356
Bensler
Washington
$14.1M +$761K +1,236 +6%
OPERF
357
Oregon Public Employees Retirement Fund
Oregon
$14M -$50.5K -82 -0.4%
Fidelity International
358
Fidelity International
Bermuda
$14M +$12.4M +20,202 +671%
SWM
359
Stockman Wealth Management
Montana
$13.9M +$37K +60 +0.3%
RTM
360
RH Tailwind Management
Pennsylvania
$13.9M +$14.2M +23,000 New
ONB
361
Old National Bancorp
Indiana
$13.9M -$49.3K -80 -0.3%
SDIC
362
South Dakota Investment Council
South Dakota
$13.8M -$167K -271 -1%
HW
363
Hancock Whitney
Mississippi
$13.8M +$7.6M +12,335 +101%
ATC
364
Argent Trust Co
Tennessee
$13.5M -$41.3K -67 -0.3%
AC
365
Allstate Corporation
Illinois
$13.3M +$3.92M +6,356 +41%
BF
366
BOK Financial
Oklahoma
$13.3M -$2.24M -3,632 -14%
GLR
367
Great Lakes Retirement
Ohio
$13.3M -$1.13M -1,841 -8%
SC
368
Scotia Capital
Ontario, Canada
$13.2M +$3.26M +5,295 +32%
MFG
369
Merit Financial Group
Georgia
$13.1M +$1.19M +1,928 +10%
MOACM
370
Mutual of America Capital Management
New York
$13M -$205K -332 -2%
TWC
371
TD Waterhouse Canada
Ontario, Canada
$13M +$6.84M +11,111 +112%
SC
372
SummitTX Capital
Texas
$12.9M +$13.2M +21,421 New
ACM
373
Argent Capital Management
Missouri
$12.9M +$12.9M +20,956 +4,556%
LFAS
374
Level Four Advisory Services
Texas
$12.9M -$1.84M -2,980 -12%
LIP
375
Lighthouse Investment Partners
Florida
$12.9M +$12.5M +20,360 +2,026%

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.