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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
Empower Advisory Group
376
Empower Advisory Group
Colorado
$12.9M -$2.25M -3,658 -15%
STA
377
Summit Trail Advisors
New York
$12.8M +$780K +1,267 +6%
SFA
378
Sequoia Financial Advisors
Ohio
$12.8M +$78.8K +128 +0.6%
JIP
379
Jaffetilchin Investment Partners
Florida
$12.8M +$257K +417 +2%
CIA
380
Concurrent Investment Advisors
Florida
$12.7M -$25.9K -42 -0.2%
CBTWT
381
Community Bank & Trust (Waco, Texas)
Texas
$12.3M -$5.54K -9 -0%
MAM
382
Meeder Asset Management
Ohio
$12.3M -$1.34M -2,170 -10%
DC
383
Davenport & Co
Virginia
$12.3M -$299K -486 -2%
RC
384
RBO & Co
California
$12.3M -$2.23M -3,618 -15%
JIC
385
Johnson Investment Counsel
Ohio
$12.3M -$388K -630 -3%
AWA
386
Arkadios Wealth Advisors
Georgia
$12.2M -$38.2K -62 -0.3%
SFG
387
SageGuard Financial Group
Tennessee
$12.2M -$5.23M -8,482 -30%
EWA
388
EP Wealth Advisors
California
$12.1M -$517K -839 -4%
MPWT
389
MassMutual Private Wealth & Trust
Connecticut
$12M -$929K -1,508 -7%
LW
390
Linscomb Wealth
Texas
$12M -$2.69M -4,370 -18%
PWM
391
Perigon Wealth Management
California
$11.9M +$378K +614 +3%
SIA
392
Soltis Investment Advisors
Utah
$11.9M -$66.5K -108 -0.5%
JWM
393
Jeppson Wealth Management
California
$11.9M -$749K -1,216 -6%
CFIA
394
Cantor Fitzgerald Investment Advisors
New York
$11.8M -$2.78M -4,510 -19%
CI
395
CX Institutional
Indiana
$11.8M -$11.7K -19 -0.1%
CAMG
396
CWA Asset Management Group
Florida
$11.6M -$1.78M -2,897 -13%
PCA
397
Private Capital Advisors
Connecticut
$11.6M -$29K -47 -0.2%
RFC
398
Regions Financial Corp
Alabama
$11.6M -$923K -1,498 -7%
JPWM
399
Jamison Private Wealth Management
Georgia
$11.6M +$44.4K +72 +0.4%
HI
400
Horizon Investments
North Carolina
$11.6M +$7.25M +11,776 +161%

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.