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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
NS
601
NBC Securities
Alabama
$5.67M -$148K -241 -3%
MIG
602
McGuire Investment Group
Rhode Island
$5.65M -$22.8K -37 -0.4%
HA
603
Hamel Associates
New Jersey
$5.64M -$16.6K -27 -0.3%
FMI
604
F/M Investments
District of Columbia
$5.61M -$144K -233 -2%
UCFA
605
United Capital Financial Advisors
Texas
$5.6M +$850K +1,380 +18%
SFP
606
Shepherd Financial Partners
Massachusetts
$5.58M -$41.3K -67 -0.7%
Nomura Holdings
607
Nomura Holdings
Japan
$5.55M +$301K +488 +6%
DAS
608
Dynamic Advisor Solutions
Arizona
$5.51M -$3.7K -6 -0.1%
RPGK
609
Retirement Planning Group (Kansas)
Kansas
$5.5M -$139K -225 -2%
SC
610
Savant Capital
Illinois
$5.47M -$270K -439 -5%
Fisher Asset Management
611
Fisher Asset Management
Washington
$5.46M +$431K +700 +8%
OIA
612
OneDigital Investment Advisors
Kansas
$5.46M -$643K -1,044 -10%
LCM
613
LVM Capital Management
Michigan
$5.43M -$384K -623 -6%
CBA
614
Coastal Bridge Advisors
Connecticut
$5.43M -$88.7K -144 -2%
NIM
615
Northeast Investment Management
Massachusetts
$5.41M -$234K -380 -4%
MCB
616
Morton Community Bank
Illinois
$5.41M -$49.3K -80 -0.9%
BTW
617
Boston Trust Walden
Massachusetts
$5.37M -$15.1M -24,452 -73%
FLPIM
618
F.L. Putnam Investment Management
Massachusetts
$5.36M -$333K -540 -6%
GVAG
619
Great Valley Advisor Group
Delaware
$5.35M -$35.1K -57 -0.6%
CSP
620
Cary Street Partners
Virginia
$5.35M +$382K +620 +8%
CWM
621
Cornerstone Wealth Management
Missouri
$5.35M +$209K +340 +4%
MOS
622
MGO One Seven
Ohio
$5.35M +$1.21M +1,957 +28%
RWM
623
Ritholtz Wealth Management
New York
$5.33M +$179K +291 +3%
BB
624
Busey Bank
Illinois
$5.33M -$528K -857 -9%
CAC
625
Core Alternative Capital
Georgia
$5.32M -$484K -785 -8%

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.