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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
VIA
526
Victrix Investment Advisors
Florida
$7.27M -$1.23K -2 -0%
SBH
527
Segall Bryant & Hamill
Illinois
$7.27M
AA
528
Apriem Advisors
California
$7.26M -$2.16M -3,501 -23%
CFO
529
Callan Family Office
Pennsylvania
$7.24M -$159K -258 -2%
BBVA
530
Banco Bilbao Vizcaya Argentaria
Spain
$7.2M +$1.47M +2,392 +25%
CSIC
531
Clifford Swan Investment Counsel
California
$7.18M -$183K -297 -2%
CNC
532
Canandaigua National Corp
New York
$7.15M +$7.29M +11,831 New
AWM
533
Apollon Wealth Management
South Carolina
$7.14M -$141K -229 -2%
SC
534
SMA Capital
New York
$7.14M +$7.28M +11,819 New
MDCM
535
Morgan Dempsey Capital Management
Wisconsin
$7.13M -$201K -326 -3%
Vontobel Holding
536
Vontobel Holding
Switzerland
$7.08M -$227K -368 -3%
RPC
537
Rossmore Private Capital
Connecticut
$7.06M -$51.1K -83 -0.7%
SWP
538
Stratos Wealth Partners
Ohio
$7.06M +$270K +439 +4%
FT
539
Fiduciary Trust
Massachusetts
$7M -$94.9K -154 -1%
HIMCH
540
Hartford Investment Management Co (HIMCO)
Connecticut
$6.97M -$132K -215 -2%
TCOT
541
Trust Company of Toledo
Ohio
$6.94M +$12.3K +20 +0.2%
TW
542
Titan Wealth
$6.93M -$92.4K -150 -1%
Bessemer Group
543
Bessemer Group
New Jersey
$6.93M +$1.27M +2,058 +22%
BBHC
544
Brown Brothers Harriman & Co
New York
$6.9M -$4.95M -8,032 -41%
PCIA
545
Prime Capital Investment Advisors
Kansas
$6.9M -$243K -395 -3%
CWM
546
Chronos Wealth Management
Florida
$6.89M -$64.7K -105 -0.9%
MIA
547
MainStreet Investment Advisors
Illinois
$6.86M -$140K -228 -2%
NB
548
Northwest Bancshares
Pennsylvania
$6.84M -$353K -573 -5%
TCA
549
Trifecta Capital Advisors
Illinois
$6.84M -$57.9K -94 -0.8%
OAC
550
OMERS Administration Corp
Ontario, Canada
$6.83M +$1.51M +2,458 +28%

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.