We are live on ! Find out more
LMT icon

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
FNBOO
676
First National Bank of Omaha
Nebraska
$4.63M -$1.14M -1,850 -19%
GIA
677
GHP Investment Advisors
Colorado
$4.62M +$10.5K +17 +0.2%
MCC
678
Money Concepts Capital
Florida
$4.61M +$59.8K +97 +1%
ACM
679
Aljian Capital Management
Nevada
$4.6M -$291K -473 -6%
TCWA
680
Turtle Creek Wealth Advisors
Texas
$4.6M +$594K +964 +15%
WANY
681
Wealthspire Advisors (New York)
New York
$4.58M +$998K +1,620 +27%
AG
682
Algert Global
California
$4.58M +$4.67M +7,575 New
PWP
683
Principle Wealth Partners
Connecticut
$4.56M +$6.78K +11 +0.1%
HWM
684
Hohimer Wealth Management
Washington
$4.56M -$1.15M -1,870 -20%
TMAM
685
Tokio Marine Asset Management
Japan
$4.55M +$338K +548 +8%
KCPG
686
Kavar Capital Partners Group
Kansas
$4.55M -$80.1K -130 -2%
EI
687
Ethic Inc
New York
$4.55M +$808K +1,312 +21%
HH
688
HWG Holdings
Texas
$4.54M +$4.63M +7,509 New
SLG
689
Stanley-Laman Group
Pennsylvania
$4.52M +$123K +199 +3%
CRC
690
Curi RMB Capital
Illinois
$4.5M -$3.7K -6 -0.1%
WF
691
Welch & Forbes
Massachusetts
$4.5M +$75.8K +123 +2%
PFS
692
Physicians Financial Services
North Carolina
$4.49M +$8.01K +13 +0.2%
MCWS
693
McKinley Carter Wealth Services
West Virginia
$4.49M -$105K -171 -2%
CGH
694
Crossmark Global Holdings
Texas
$4.47M +$2.85M +4,629 +167%
FNBOMD
695
First National Bank of Mount Dora
Florida
$4.46M -$644K -1,046 -12%
PS
696
Principal Securities
Iowa
$4.46M -$2.03M -3,292 -31%
HPC
697
HM Payson & Co
Maine
$4.45M -$558K -906 -11%
SPC
698
Sigma Planning Corp
Michigan
$4.45M +$214K +348 +5%
WCM
699
Weik Capital Management
Pennsylvania
$4.44M -$52.4K -85 -1%
IA
700
Integrity Alliance
Iowa
$4.43M +$380K +617 +9%

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.