Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lockheed Martin Corp (LMT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -115
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — LMT

Based on 2793 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
2,793 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
+216 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

1371 buying1354 selling
Last quarter: 1,371 funds bought or added vs 1,354 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
2,001 out of 2,793 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%
Shares
+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 2,860 holders: 2,095 (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 — 67% AUM from top-100 funds

67% from top-100 AUM funds
68 of 2784 holders are among the 100 largest funds by AUM, controlling 67% 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.

Institutional Sentiment Summary — LMT

In 2026 Q2, 1371 hedge funds were net buyers of LMT (197 opened a new position, 1174 added to an existing one), while 1354 reduced or exited (1042 trimmed, 312 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 67% of total institutional value in LMT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -115 funds (more exits than new entries). Total institutional holders: 2793.

Hedge Fund Ownership: LMT

How many hedge funds hold LMT — quarterly history vs. share price
Quarterly hedge fund ownership of LMT vs. share price

Market Analysis: LMT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LMT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

73 top-rated funds 24 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
5.7
/ 10
conviction
Hedge Fund Positioning: LMT
3K + Investors

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

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

Statistics: LMT

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Financial Highlights

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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:
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: 1,371 funds bought or added vs 1,354 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 — 67% AUM from top-100 funds: 68 of 2784 holders are among the 100 largest funds by AUM, controlling 67% 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: 2,001 out of 2,793 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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