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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
WA1
876
Wimmer Associates 1
California
$2.9M -$119K -193 -4%
DMBA
877
Deseret Mutual Benefit Administrators
Utah
$2.9M +$1.21M +1,965 +69%
TLFA
878
True Link Financial Advisors
California
$2.89M -$117K -190 -4%
EC
879
EdgeRock Capital
Colorado
$2.88M +$196K +318 +7%
SWMG
880
Stillwater Wealth Management Group
Florida
$2.88M +$238K +387 +9%
PNFS
881
PW Nova Financial Services
Pennsylvania
$2.88M +$1.18M +1,917 +67%
IAN
882
Integrated Advisors Network
Texas
$2.87M +$174K +283 +6%
WC
883
Westerkirk Capital
$2.86M -$1.46M -2,373 -33%
GSEP
884
Golden State Equity Partners
California
$2.86M +$1.39M +2,251 +91%
AIM
885
Acropolis Investment Management
Missouri
$2.84M +$83.8K +136 +3%
TSS
886
Taylor Securities Services
Pennsylvania
$2.84M
SFS
887
Stiles Financial Services
Minnesota
$2.83M +$87.5K +142 +3%
SIC
888
Shoker Investment Counsel
Ohio
$2.83M -$1.36M -2,209 -32%
GIA
889
Guyasuta Investment Advisors
Pennsylvania
$2.83M +$8.01K +13 +0.3%
NA
890
Nordwand Advisors
Pennsylvania
$2.81M
PFA
891
Pure Financial Advisors
California
$2.8M +$50.5K +82 +2%
RCM
892
RB Capital Management
Nevada
$2.79M -$8.01K -13 -0.3%
HNW
893
High Note Wealth
Minnesota
$2.79M +$31.4K +51 +1%
RAM
894
Redmond Asset Management
Virginia
$2.78M -$820K -1,331 -22%
ZF
895
Zhang Financial
Michigan
$2.78M +$34.5K +56 +1%
CAAS
896
Capital Asset Advisory Services
Michigan
$2.77M -$88.7K -144 -3%
FC
897
FCA Corp
Texas
$2.77M -$35.1K -57 -1%
NAG
898
Northstar Advisory Group
New Jersey
$2.77M +$2.82M +4,580 New
SC
899
SouthState Corp
Florida
$2.76M +$80.1K +130 +3%
MWM
900
Meridian Wealth Management
Kentucky
$2.76M +$145K +236 +5%

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.