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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
GWM
851
GSB Wealth Management
Connecticut
$3.08M -$49.9K -81 -2%
CC
852
Cypress Capital
Tennessee
$3.07M -$49.9K -81 -2%
PA
853
PFG Advisors
Arizona
$3.07M +$663K +1,077 +27%
FFS
854
Flavin Financial Services
Florida
$3.06M +$74.5K +121 +2%
S
855
SharpePoint
Arizona
$3.05M +$1.26M +2,044 +68%
PWP
856
Perfromance Wealth Partners
Illinois
$3.04M +$105K +171 +4%
BL
857
BFSG LLC
California
$3.04M -$55.4K -90 -2%
QCG
858
Quadrant Capital Group
Ohio
$3.03M +$603K +979 +24%
HPG
859
Harvest Portfolios Group
Ontario, Canada
$3.03M -$212K -344 -6%
GGA
860
Granite Group Advisors
Connecticut
$3.02M -$12.9K -21 -0.4%
FHWM
861
Fox Hill Wealth Management
Massachusetts
$3.02M +$92.4K +150 +3%
EPW
862
Evolve Private Wealth
California
$3.02M +$1.19M +1,929 +63%
EWA
863
EverSource Wealth Advisors
Alabama
$3.01M +$1.04M +1,685 +51%
CCM
864
Coldstream Capital Management
Washington
$3.01M +$59.1K +96 +2%
CPIG
865
Chicago Partners Investment Group
Illinois
$3.01M +$1.19M +1,939 +56%
CT
866
Chicago Trust
Illinois
$3M -$241K -392 -7%
GCM
867
Genus Capital Management
British Columbia, Canada
$2.96M +$3.02M +4,900 New
CA
868
Callahan Advisors
Texas
$2.96M -$41.9K -68 -1%
AWA
869
Argo Wealth Advisory
Virginia
$2.95M -$27.7K -45 -0.9%
MAM
870
Mystic Asset Management
Rhode Island
$2.95M -$11.7K -19 -0.4%
TIM
871
Titan Investment Management
Indiana
$2.94M +$94.9K +154 +3%
EF
872
Exeter Financial
Arizona
$2.93M +$107K +174 +4%
RCAG
873
Rehmann Capital Advisory Group
Michigan
$2.93M -$66.5K -108 -2%
HCM
874
Hall Capital Management
Rhode Island
$2.91M -$156K -253 -4%
AF
875
Advisornet Financial
Minnesota
$2.9M -$2.08M -3,378 -41%

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.