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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
EF
626
Empirical Finance
Pennsylvania
$5.31M -$15.4K -25 -0.3%
FTWA
627
Fifth Third Wealth Advisors
Ohio
$5.3M +$33.3K +54 +0.6%
PMIA
628
Patrick Mauro Investment Advisor
Illinois
$5.29M -$2.73M -4,438 -34%
CAL
629
Capital Analysts LLC
Pennsylvania
$5.29M -$309K -502 -5%
M
630
MOTCO
Texas
$5.25M -$60.4K -98 -1%
YDMI
631
Y.D. More Investments
Israel
$5.25M +$4.93M +8,009 +1,167%
JCM
632
Jacobi Capital Management
Pennsylvania
$5.25M +$111K +180 +2%
FLI
633
Family Legacy Inc
South Carolina
$5.19M -$64.7K -105 -1%
GT
634
Greenleaf Trust
Michigan
$5.19M +$129K +209 +2%
KWA
635
Kingswood Wealth Advisors
California
$5.17M +$285K +462 +6%
AI
636
Atria Investments
North Carolina
$5.16M -$2.65M -4,299 -33%
NB
637
NBT Bank
New York
$5.15M -$432K -701 -8%
BOC
638
Barbara Oil Co
Illinois
$5.14M
FA
639
Fiduciary Alliance
South Carolina
$5.14M -$1.18M -1,909 -19%
WS
640
Wedbush Securities
California
$5.13M -$290K -471 -5%
AMI
641
Amica Mutual Insurance
Rhode Island
$5.12M
BIG
642
Brooklyn Investment Group
New York
$5.11M +$1.75M +2,842 +51%
HI
643
Harbour Investments
Wisconsin
$5.1M +$1.58M +2,562 +44%
UF
644
Univest Financial
Pennsylvania
$5.09M -$961K -1,560 -16%
LTAS
645
Linden Thomas Advisory Services
North Carolina
$5.09M -$217K -352 -4%
WPP
646
Whalerock Point Partners
Rhode Island
$5.08M -$78.2K -127 -1%
AWM
647
Axxcess Wealth Management
California
$5.08M -$86.9K -141 -2%
VFA
648
Voya Financial Advisors
Connecticut
$5.03M +$12.9K +21 +0.3%
MSE
649
MUFG Securities EMEA
United Kingdom
$5.02M -$29K -47 -0.6%
TC
650
Truvestments Capital
Florida
$4.97M -$131K -213 -3%

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.