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Lockheed Martin
LMT

2,910 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, 1,062 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: 26 → 41 (+15)

26% more capital invested

Capital invested by funds: $83.1B → $105B (+$21.9B)

7% more funds holding

Funds holding: 2,721 → 2,910 (+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: 1,062 | Existing positions reduced: 1,124

Holders
2,910
Holders Change
+189
Holders Change %
+6.95%
% of All Funds
35.79%
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
1,062
Reduced
1,124
Closed
107
Calls
$2.28B
Puts
$2.08B
Net Calls
+$201M
Net Calls Change
-$870M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$693M
2
DAM
Diamant Asset Management
Connecticut
+$541M
3
Two Sigma Investments
Two Sigma Investments
New York
+$533M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$386M
5
Goldman Sachs
Goldman Sachs
New York
+$329M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$916M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$792M
3
State Street
State Street
Massachusetts
-$685M
4
Deutsche Bank
Deutsche Bank
Germany
-$389M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$358M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
1051
AFT Forsyth & Company
Florida
$2M +$30.8K +50 +2%
CF
1052
Centaurus Financial
California
$2M -$138K -224 -6%
WP
1053
WealthPLAN Partners
Nebraska
$2M -$886K -1,439 -30%
MW
1054
Maia Wealth
Colorado
$2M +$11.1K +18 +0.5%
CK
1055
Cohen Klingenstein
New York
$1.99M – – –
PMAM
1056
Picton Mahoney Asset Management
Ontario, Canada
$1.99M +$2.03M +3,297 +164,850%
JFG
1057
Juno Financial Group
Virginia
$1.99M +$140K +227 +7%
CBUSF
1058
Construction & Building Unions Superannuation Fund
Australia
$1.98M +$2.02M +3,280 New
TFG
1059
Taylor Financial Group
Virginia
$1.98M – – –
TE
1060
Tema ETFs
New York
$1.98M +$38.2K +62 +2%
AAP
1061
Arax Advisory Partners
Colorado
$1.98M -$689K -1,118 -25%
ATIA
1062
American Trust Investment Advisors
New Hampshire
$1.97M -$80.7K -131 -4%
Hudson Bay Capital Management
1063
Hudson Bay Capital Management
Connecticut
$1.96M -$10.3M -16,752 -84%
TG
1064
TCW Group
California
$1.96M +$68.4K +111 +4%
PK
1065
Pflug Koory
Nebraska
$1.96M – – –
EM
1066
Excalibur Management
Massachusetts
$1.95M +$3.08K +5 +0.2%
PAWC
1067
P.A.W. Capital
Connecticut
$1.95M +$2M +3,254 New
SWM
1068
Segment Wealth Management
Texas
$1.95M -$105K -170 -5%
SRA
1069
Secured Retirement Advisors
Minnesota
$1.94M +$49.9K +81 +3%
RF
1070
Roxbury Financial
New Jersey
$1.92M +$7.39K +12 +0.4%
CPIA
1071
Cornell Pochily Investment Advisors
New York
$1.92M -$64.1K -104 -3%
BOPW
1072
Brandywine Oak Private Wealth
Pennsylvania
$1.91M -$182K -295 -9%
VRM
1073
Vectors Research Management
New York
$1.91M -$1.23K -2 -0.1%
BMC
1074
Beaton Management Company
Massachusetts
$1.91M -$3.08K -5 -0.2%
LWL
1075
Leo Wealth LLC
Texas
$1.9M +$101K +164 +5%
41 42
43
44 45

LMT Hedge Fund Activity: Q1 2026 in Review

2,910 of the 8,131 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 1,062 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.

  • 2,910 institutional investors held Lockheed Martin (LMT) as of Q1 2026, up from 2,721 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.