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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
Fayez Sarofim & Co
426
Fayez Sarofim & Co
Texas
$10.4M -$245K -397 -2%
CCM
427
Consolidated Capital Management
California
$10.4M +$10.6M +17,129 New
IEFM
428
IQ EQ Fund Management
Ireland
$10.3M -$868K -1,409 -8%
LIM
429
Leavell Investment Management
Alabama
$10.3M +$48K +78 +0.5%
SEEDPG
430
S.E.E.D. Planning Group
New York
$10.3M -$3.48M -5,645 -25%
ACA
431
Aptus Capital Advisors
Alabama
$10.3M +$4.96M +8,049 +89%
DCM
432
Donaldson Capital Management
Indiana
$10.3M -$370K -601 -3%
VVP
433
Venture Visionary Partners
Ohio
$10.3M +$117K +190 +1%
WAS
434
Wesleyan Assurance Society
United Kingdom
$10.3M
HWM
435
HB Wealth Management
Georgia
$10.2M +$471K +765 +5%
GC
436
Grimes & Company
Massachusetts
$10.2M -$6.78K -11 -0.1%
KWMG
437
King Wealth Management Group
Florida
$10.2M +$116K +188 +1%
II
438
IFM Investors
Australia
$10.2M +$542K +880 +5%
ACIM
439
Azimuth Capital Investment Management
Michigan
$10.2M +$3.27M +5,311 +46%
IIM
440
Intact Investment Management
Quebec, Canada
$10.2M -$185K -300 -2%
MNA
441
Manning & Napier Advisors
New York
$10.1M -$2.01M -3,266 -16%
TSW
442
Thompson Siegel & Walmsley
Virginia
$10M -$2.71M -4,401 -21%
AFA
443
Abacus FCF Advisors
Florida
$10M +$10.2M +16,543 New
ACP
444
Aviance Capital Partners
Florida
$9.95M -$53.6K -87 -0.5%
APP
445
Avantax Planning Partners
Iowa
$9.91M -$1.77M -2,874 -15%
BC
446
Burney Company
Virginia
$9.79M -$1.96M -3,186 -16%
TRSOTSOK
447
Teachers Retirement System of the State of Kentucky
Kentucky
$9.74M -$246K -400 -2%
CRI
448
Commonwealth Retirement Investments
Virginia
$9.74M +$274K +445 +3%
OIMU
449
Osmosis Investment Management UK
United Kingdom
$9.74M +$4.81M +7,806 +94%
RG
450
Rathbones Group
United Kingdom
$9.68M -$113M -183,467 -92%

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.