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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
LSA
501
L & S Advisors
California
$7.97M +$8.12M +13,187 New
PFA
502
Perryman Financial Advisory
Texas
$7.95M -$160K -260 -2%
AI
503
Ariel Investments
Illinois
$7.93M -$205K -332 -2%
HEIP
504
Hudson Edge Investment Partners
New Jersey
$7.9M -$2.3M -3,735 -22%
VFM
505
Viking Fund Management
North Dakota
$7.86M -$1.23M -2,000 -13%
CICI
506
Capital Investment Counsel Inc
North Carolina
$7.85M -$182K -295 -2%
SAM
507
Smithbridge Asset Management
Pennsylvania
$7.84M -$7.95M -12,908 -50%
QCM
508
QRG Capital Management
Illinois
$7.82M +$1.5M +2,428 +23%
RWFS
509
Rayburn West Financial Services
Tennessee
$7.8M +$304K +494 +4%
NEAM
510
New England Asset Management
Connecticut
$7.77M -$3.68M -5,980 -32%
TCOK
511
Trust Company of Kansas
Kansas
$7.74M -$1.18M -1,919 -13%
CTC
512
Central Trust Company
Missouri
$7.59M -$123K -199 -2%
HCM
513
Horrell Capital Management
Arkansas
$7.55M -$687K -1,116 -8%
BFA
514
Benedict Financial Advisors
Georgia
$7.55M +$243K +394 +3%
IA
515
IFP Advisors
Florida
$7.54M +$175K +284 +2%
DWM
516
Diversify Wealth Management
Utah
$7.5M +$4.2M +6,811 +86%
WLPWM
517
Walled Lake Planning & Wealth Management
Illinois
$7.45M +$39.4K +64 +0.5%
WAP
518
Wealthcare Advisory Partners
Pennsylvania
$7.43M +$16.6K +27 +0.2%
MA
519
Mutual Advisors
Nebraska
$7.41M -$180K -292 -2%
MSU
520
Mizuho Securities USA
New York
$7.4M -$1.59M -2,587 -17%
GI
521
Gradient Investments
Minnesota
$7.31M +$81.3K +132 +1%
GC
522
Guggenheim Capital
Illinois
$7.31M -$1.06M -1,728 -13%
BIG
523
Builder Investment Group
Georgia
$7.29M
KNW
524
Kesler Norman & Wride
Utah
$7.29M +$3.08K +5 +0%
Pacer Advisors
525
Pacer Advisors
Pennsylvania
$7.27M -$3.21M -5,216 -30%

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.