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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
LSA
801
Leonteq Securities AG
Switzerland
$3.46M +$2.7M +4,390 +330%
CCWM
802
Cassaday & Co Wealth Management
Virginia
$3.45M -$151K -245 -4%
AM
803
AGF Management
Ontario, Canada
$3.44M -$472K -766 -12%
BCA
804
Bay Colony Advisors
Massachusetts
$3.43M -$67.1K -109 -2%
MA
805
Modus Advisors
Minnesota
$3.43M +$1.25M +2,027 +56%
DAS
806
DMKC Advisory Services
Iowa
$3.43M +$163K +265 +5%
WETS
807
Wealth Enhancement Trust Services
South Dakota
$3.43M +$177K +288 +5%
FB
808
Fulton Bank
Pennsylvania
$3.42M +$3.08K +5 +0.1%
PI
809
Pachira Investments
California
$3.42M -$81.3K -132 -2%
BIM
810
Bridges Investment Management
Nebraska
$3.42M -$546K -886 -14%
IRAG
811
Investment Research & Advisory Group
Georgia
$3.41M -$253K -410 -7%
MFG
812
Magnus Financial Group
New York
$3.4M +$14.8K +24 +0.4%
FCAS
813
First Command Advisory Services
Texas
$3.39M -$151K -245 -4%
MSA
814
MUFG Securities Americas
New York
$3.39M +$71.5K +116 +2%
SF
815
Summit Financial
New Jersey
$3.37M +$227K +369 +7%
AC
816
Apella Capital
Connecticut
$3.36M +$2.25M +3,654 +181%
WWM
817
Western Wealth Management
Colorado
$3.36M +$724K +1,175 +27%
PPWP
818
Premier Path Wealth Partners
New Jersey
$3.35M +$108K +176 +3%
AFAS
819
Acorn Financial Advisory Services
Virginia
$3.35M
SAM
820
Securian Asset Management
Minnesota
$3.35M
NF
821
Nikulski Financial
Iowa
$3.35M +$190K +309 +6%
KRSITF
822
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.32M
SCM
823
Shelton Capital Management
Colorado
$3.31M +$169K +274 +5%
SC
824
Stolper & Co
Oklahoma
$3.31M +$5.54K +9 +0.2%
TPCW
825
TD Private Client Wealth
New York
$3.31M -$330K -536 -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.