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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
KCM
776
Kerusso Capital Management
North Carolina
$3.7M -$267K -434 -7%
TC
777
Trilogy Capital
California
$3.68M -$153K -248 -4%
IIA
778
ICW Investment Advisors
Arizona
$3.68M -$10.5K -17 -0.3%
T. Rowe Price Investment Management
779
T. Rowe Price Investment Management
Maryland
$3.67M -$20.4M -33,121 -85%
PA
780
Parallel Advisors
California
$3.67M +$45K +73 +1%
LNWTC
781
Laird Norton Wetherby Trust Company
Washington
$3.66M -$66.5K -108 -2%
FNT
782
First National Trust
Pennsylvania
$3.64M +$14.8K +24 +0.4%
HH
783
Hilltop Holdings
Texas
$3.64M -$3.61M -5,860 -49%
VA
784
VestGen Advisors
Illinois
$3.62M +$612K +993 +17%
QWP
785
Quotient Wealth Partners
Texas
$3.62M -$51.7K -84 -1%
VR
786
Vision Retirement
New Jersey
$3.62M -$8.01K -13 -0.2%
NDSIB
787
North Dakota State Investment Board
North Dakota
$3.61M -$734K -1,191 -17%
WFC
788
Western Financial Corp
California
$3.61M +$3.68M +5,969 New
MGIA
789
Moneta Group Investment Advisors
Missouri
$3.61M -$52.4K -85 -1%
MWM
790
MinichMacGregor Wealth Management
New York
$3.59M -$65.3K -106 -2%
MWM
791
M3 Wealth Management
Ohio
$3.58M +$616 +1 +0%
CT
792
Caldwell Trust
Florida
$3.57M +$16.6K +27 +0.5%
Envestnet Portfolio Solutions
793
Envestnet Portfolio Solutions
Illinois
$3.54M -$3.05M -4,956 -46%
BBI
794
Baxter Bros Inc
Connecticut
$3.53M -$111K -180 -3%
MGP
795
Metis Global Partners
California
$3.52M -$431K -699 -11%
AIC
796
Archer Investment Corporation
Indiana
$3.51M -$282K -457 -7%
BFG
797
Beacon Financial Group
Texas
$3.5M -$231K -375 -6%
Luther King Capital Management (LKCM)
798
Luther King Capital Management (LKCM)
Texas
$3.47M -$24.6K -40 -0.7%
TCM
799
Twin Capital Management
Pennsylvania
$3.47M +$545K +884 +18%
IP
800
Integras Partners
Georgia
$3.46M -$299K -485 -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.