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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
PCM
651
Parsons Capital Management
Rhode Island
$4.93M +$701K +1,138 +16%
BTI
652
Blue Trust Inc
Georgia
$4.93M -$46.2K -75 -0.9%
VWM
653
Vertrix Wealth Management
Michigan
$4.92M +$5.02M +8,147 New
SCM
654
Sitrin Capital Management
California
$4.91M -$16.6K -27 -0.3%
BHCM
655
Brevan Howard Capital Management
Jersey
$4.9M +$146K +237 +3%
HFS
656
Hantz Financial Services
Michigan
$4.88M -$35.7K -58 -0.7%
DWM
657
Dakota Wealth Management
Florida
$4.84M -$91.2K -148 -2%
DWP
658
Daymark Wealth Partners
Ohio
$4.83M +$440K +714 +10%
KF
659
KKM Financial
Illinois
$4.82M
NP
660
NorthRock Partners
Minnesota
$4.82M -$77.6K -126 -2%
CT
661
Colonial Trust
South Carolina
$4.81M -$233K -378 -5%
FCP
662
Fidelis Capital Partners
Florida
$4.8M -$21.6K -35 -0.4%
VWM
663
Valley Wealth Managers
New Jersey
$4.8M -$170K -276 -3%
HCM
664
Hengehold Capital Management
Ohio
$4.77M +$20.3K +33 +0.4%
PF
665
Prosperitas Financial
California
$4.77M +$128K +207 +3%
MC
666
Moors & Cabot
Massachusetts
$4.76M +$54.2K +88 +1%
EFIC
667
Eliot Finkel Investment Counsel
California
$4.71M +$166K +270 +4%
SAI
668
Savvy Advisors Inc
New York
$4.7M +$86.9K +141 +2%
WAOTB
669
Wealth Advisors of Tampa Bay
Florida
$4.7M -$37K -60 -0.8%
PNC
670
Park National Corp
Ohio
$4.68M +$642K +1,042 +16%
TA
671
Townsend & Associates
Colorado
$4.67M -$60.4K -98 -1%
BBES
672
Buffalo Business & Estate Services
New York
$4.66M -$1.24M -2,017 -21%
LS
673
Leelyn Smith
Illinois
$4.66M +$91.8K +149 +2%
VNA
674
Valley National Advisers
Pennsylvania
$4.64M -$115K -187 -2%
OTL
675
Oak Thistle LLC
New York
$4.64M +$4.73M +7,673 New

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.