Lockheed Martin Corp (LMT) Hedge Fund Ownership (Q2 2026)

Lockheed Martin Corp (LMT)

3K + Investors. Track Smart Money conviction in LMT. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — LMT

Based on 2795 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their LMT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (96% of max)

96% of all-time peak

2,795 hedge funds hold LMT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q

+218 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 50% buying

1372 buying1353 selling

Last quarter: 1,372 funds bought or added vs 1,353 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-182 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 213 → 324 → 379 → 197. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 15% medium ■ 14% new

2,003 out of 2,795 hedge funds have held LMT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares +96%, value -15%

Value

-14%

+96%

Last quarter: funds added +96% more shares while total portfolio value only changed -15%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~197 new funds/quarter

200 → 213 → 324 → 379 → 197 new funds/Q

New funds entering each quarter: 213 → 324 → 379 → 197. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 73% veterans vs 15% newcomers

■ 73% veterans ■ 11% 1-2yr ■ 15% new

Entry-cohort mix of 2,862 holders: 2,097 (73%) are 2+ year veterans, 323 entered 1–2 years ago, and 442 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds

68 of 2786 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in LMT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.3

out of 10

Low Exit Risk

Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	2761	2908	-5.06%
13F Shares	188M	179M	5.22%
Total Value	$89.37B	$105.30B	-15.13%
New Positions	185	379	-194
Increased Positions	1157	1040	+117
Closed Positions	323	166	+157
Reduced Positions	1012	1111	-99
Total Calls	39	34	14.71%
Total Puts	34	35	-2.86%
PUT/CALL Ratio	0.87	1.03	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

2761

2908

-5.06%

13F Shares

188M

179M

5.22%

Total Value

$89.37B

$105.30B

-15.13%

New Positions

185

379

-194

Increased Positions

1157

1040

+117

Closed Positions

323

166

+157

Reduced Positions

1012

1111

-99

Total Calls

14.71%

Total Puts

-2.86%

PUT/CALL Ratio

0.87

1.03

Neutral

Institutional Holders (2026 Q2)

3K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LMT. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 LMT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Spectrum Financial Alliance Ltd LLC	8.47%	112,956	$57.5M
2	Belfer Management LLC	6.56%	777	$396K
3	Campion Asset Management	5.41%	17,392	$8.9M
4	Rockbridge Asset Management LLC	5.17%	15,739	$8.0M
5	Rayburn West Financial Services LLC	4.77%	16,984	$8.7M
6	Wills Financial Group LLC	3.80%	20,488	$10.4M
7	Themes Management Co LLC	3.45%	10,219	$5.2M
8	Founders Capital Management	3.34%	15,133	$7.7M
9	Woodley Farra Manion Portfolio Management Inc	3.13%	127,720	$65.1M
10	Minneapolis Portfolio Management Group, LLC	3.12%	64,720	$33.0M
11	Miramar Capital, LLC	3.05%	27,252	$13.9M
12	Villere St Denis J & Co LLC	3.04%	49,956	$25.5M
13	Schulhoff & Co Inc	3.01%	14,687	$7.5M
14	Werlinich Asset Management, LLC	2.97%	15,240	$7.8M
15	Victrix Investment Advisors	2.96%	13,880	$7.1M
16	Westchester Capital Management, Inc.	2.89%	31,554	$16.1M
17	Jeppson Wealth Management, LLC	2.89%	19,224	$9.8M
18	Corundum Group, Inc.	2.88%	19,045	$9.7M
19	Titan Investment Solutions Ltd	2.82%	49,529	$25.2M
20	Paradiem, LLC	2.75%	25,021	$12.7M
21	U S Wealth Group, LLC.	2.69%	6,582	$4.0M
22	Morgan Dempsey Capital Management LLC	2.66%	12,207	$6.2M
23	Horrell Capital Management, Inc.	2.63%	11,276	$5.7M
24	Bcwm, LLC	2.62%	17,567	$8.9M
25	Old West Investment Management, LLC	2.61%	48,441	$24.7M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Lockheed Martin Corp (LMT)

What does the Smart Money Trend signal show for LMT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their LMT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for LMT?

Slight buying edge — 50% buying: Last quarter: 1,372 funds bought or added vs 1,353 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LMT holders?

Elite ownership — 66% AUM from top-100 funds: 68 of 2786 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in LMT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LMT?

72% of holders stayed for 2+ years: 2,003 out of 2,795 hedge funds have held LMT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Lockheed Martin Corp (LMT)

Smart Money Signals — LMT

Selling streak — 1 quarter in a row

At the ownership peak (96% of max)

Steady growth — +8% more funds vs a year ago

Slight buying edge — 50% buying

Fewer new buyers each quarter (-182 vs last Q)

72% of holders stayed for 2+ years

Buying through price weakness — shares +96%, value -15%

Steady discovery — ~197 new funds/quarter

Veteran-anchored — 73% veterans vs 15% newcomers

Elite ownership — 66% AUM from top-100 funds

Institutional Sentiment Summary — LMT

What Fund Managers Are Saying About LMT

Hedge Fund Ownership: LMT

Market Analysis: LMT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LMT

Hedge Fund Positioning: LMT

Statistics: LMT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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Frequently Asked Questions — Lockheed Martin Corp (LMT)

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