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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
OCM
576
One Capital Management
California
$6.14M -$1.85K -3 -0%
1IA
577
1834 Investment Advisors
Wisconsin
$6.1M -$295K -479 -5%
TRCT
578
Tower Research Capital (TRC)
New York
$6.08M +$1.95M +3,172 +46%
SYBT
579
Stock Yards Bank & Trust
Kentucky
$6.07M -$123K -200 -2%
ECM
580
Element Capital Management
New York
$6.04M +$6.16M +10,000 New
CWP
581
Concord Wealth Partners
Virginia
$6.01M +$450K +731 +8%
PWMAG
582
Pinnacle Wealth Management Advisory Group
New Jersey
$6.01M -$216K -351 -3%
WIM
583
WealthPlan Investment Management
Nebraska
$6M -$2.05M -3,325 -25%
GIM
584
Gold Investment Management
Alberta, Canada
$5.99M +$85K +138 +1%
GI
585
GLOBALT Investments
Georgia
$5.99M -$168K -272 -3%
PFS
586
Prospera Financial Services
Texas
$5.97M +$58.5K +95 +1%
DRS
587
Deane Retirement Strategies
Louisiana
$5.91M -$19.1K -31 -0.3%
MPPLM
588
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.91M -$46.2K -75 -0.8%
TMC
589
Themes Management Co
Connecticut
$5.87M +$2.65M +4,296 +79%
GWM
590
Glass Wealth Management
Texas
$5.87M +$59.1K +96 +1%
BFM
591
Boothbay Fund Management
New York
$5.87M +$4.95M +8,034 +480%
MHC
592
Meyer Handelman Company
New York
$5.83M +$99.8K +162 +2%
JAG
593
Journey Advisory Group
Kentucky
$5.81M +$3.08K +5 +0.1%
CFB
594
Cullen/Frost Bankers
Texas
$5.8M -$646K -1,049 -10%
PIA
595
Petredis Investment Advisors
Pennsylvania
$5.79M -$54.8K -89 -0.9%
CL
596
CVFG LLC
Indiana
$5.79M +$5.9M +9,577 New
Parallax Volatility Advisers
597
Parallax Volatility Advisers
California
$5.75M +$6.2M +10,061 New
IWM
598
IHT Wealth Management
Illinois
$5.75M +$1.13M +1,836 +24%
NMERB
599
New Mexico Educational Retirement Board
New Mexico
$5.74M
CAMV
600
Concord Asset Management (Virginia)
Virginia
$5.68M +$681K +1,105 +13%

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.