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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
IAG
826
Investmark Advisory Group
Connecticut
$3.31M +$88.7K +144 +3%
KRS
827
Kentucky Retirement Systems
Kentucky
$3.3M +$5.61M +9,102 +69%
MWA
828
MFA Wealth Advisors
Pennsylvania
$3.3M +$89.9K +146 +3%
BWG
829
Boomfish Wealth Group
Georgia
$3.28M -$190K -309 -5%
AIM
830
Aigen Investment Management
New York
$3.28M +$3.34M +5,421 New
CAG
831
Crestwood Advisors Group
Massachusetts
$3.26M +$178K +289 +6%
AR
832
Advisory Research
Illinois
$3.26M -$267K -433 -7%
AIP
833
Ameritas Investment Partners
Nebraska
$3.25M -$190K -309 -5%
QCM
834
Qsemble Capital Management
New York
$3.25M +$3.31M +5,372 New
CG
835
Caprock Group
Idaho
$3.25M +$340K +552 +11%
CWM
836
Centric Wealth Management
Illinois
$3.22M -$166K -270 -4%
JIC
837
Joel Isaacson & Co
New York
$3.21M +$108K +175 +3%
ATPW
838
Ashton Thomas Private Wealth
Arizona
$3.21M -$642K -1,042 -16%
PWC
839
PYA Waltman Capital
Tennessee
$3.2M +$939K +1,524 +40%
BCFD
840
Boit C.F. David
$3.18M
MWP
841
MYCIO Wealth Partners
Pennsylvania
$3.17M
CCMG
842
Clark Capital Management Group
Pennsylvania
$3.14M +$134K +217 +4%
DF
843
Donoghue Forlines
Massachusetts
$3.12M +$1.22M +1,986 +63%
AA
844
Advisory Alpha
Michigan
$3.11M +$299K +486 +10%
PI
845
PFG Investments
New York
$3.11M -$431K -699 -12%
SM
846
Sciencast Management
New Jersey
$3.11M +$3.17M +5,145 New
SCA
847
Snowden Capital Advisors
New York
$3.11M -$306K -497 -9%
CAC
848
Certified Advisory Corp
Florida
$3.1M +$145K +236 +5%
ACM
849
Aquatic Capital Management
Illinois
$3.09M -$26.1M -42,348 -89%
TAM
850
Tealwood Asset Management
Minnesota
$3.09M -$45K -73 -1%

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.