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
↑ +213
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — LMT

Based on 2904 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added LMT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
2,904 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 — +16% more funds vs a year ago

fund count last 6Q
+392 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

1428 buying1291 selling
Last quarter: 1,428 funds bought or added vs 1,291 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.
📈

More new buyers each quarter (+54 vs last Q)

new funds entering per quarter
Funds opening a new LMT position: 197 → 212 → 323 → 377. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 16% medium ■ 15% new
2,005 out of 2,904 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.
💰

Value +23% but shares only +0% — price-driven

Value
+23%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +23%, but actual share count only changed +0%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

172 → 197 → 212 → 323 → 377 new funds/Q
New funds entering each quarter: 197 → 212 → 323 → 377. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 71% veterans vs 17% newcomers

■ 71% veterans ■ 12% 1-2yr ■ 17% new
Entry-cohort mix of 2,962 holders: 2,117 (71%) are 2+ year veterans, 347 entered 1–2 years ago, and 498 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
64 of 2893 holders are among the 100 largest funds by AUM, controlling 54% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q1, 1428 hedge funds were net buyers of LMT (377 opened a new position, 1051 added to an existing one), while 1291 reduced or exited (1127 trimmed, 164 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 54% of total institutional value in LMT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +213 funds (more new holders than closures). Total institutional holders: 2904.

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.

Is It Too Late to Buy Lockheed Martin Corp (LMT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LMT has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
LMT
-12.5%
XLI
+10.5%

LMT outperformed XLI by -23.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
LMT
+3.2%
XLI
+4.2%

Since the filing became public, LMT outperformed XLI by -1.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

122 top-rated funds 44 high-conviction
Consensus
9.1
/ 10
breadth
×
Elite
6.3
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 2872 2690 6.77%
13F Shares 179M 178M 0.33%
Total Value $105.23B $85.55B 22.99%
New Positions 368 323 +45
Increased Positions 1027 969 +58
Closed Positions 186 188 -2
Reduced Positions 1100 1035 +65
Total Calls 34 35 -2.86%
Total Puts 35 35 -
PUT/CALL Ratio 1.03 1.0 Neutral

Statistics: LMT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Spectrum Financial Alliance Ltd LLC 12.12% 104,321 $63.1M
2 Belfer Management LLC 7.85% 777 $469K
3 Campion Asset Management 7.13% 17,388 $10.5M
4 Rockbridge Asset Management LLC 6.47% 15,933 $9.6M
5 Rayburn West Financial Services LLC 4.60% 12,910 $7.8M
6 Werlinich Asset Management, LLC 4.47% 15,240 $9.2M
7 Founders Capital Management 4.42% 14,977 $9.1M
8 Minneapolis Portfolio Management Group, LLC 4.19% 65,270 $39.4M
9 Wills Financial Group LLC 4.04% 20,625 $10.7M
10 Titan Investment Solutions Ltd 3.92% 50,716 $30.7M
11 Westchester Capital Management, Inc. 3.92% 32,191 $19.5M
12 Corundum Group, Inc. 3.85% 19,045 $11.5M
13 Schulhoff & Co Inc 3.73% 15,033 $9.1M
14 Jeppson Wealth Management, LLC 3.72% 19,643 $11.9M
15 Sunriver Management LLC 3.71% 36,270 $21.9M
16 Paradiem, LLC 3.70% 27,782 $16.8M
17 Miramar Capital, LLC 3.64% 27,020 $16.3M
18 Themes Management Co LLC 3.62% 9,719 $5.9M
19 Villere St Denis J & Co LLC 3.62% 54,370 $32.9M
20 Horrell Capital Management, Inc. 3.44% 12,498 $7.6M
21 Consolidated Capital Management, LLC 3.34% 17,129 $10.4M
22 Chronos Wealth Management, LLC 3.33% 11,396 $6.9M
23 Penn Davis Mcfarland Inc 3.28% 55,524 $33.6M
24 Morgan Dempsey Capital Management LLC 3.24% 11,792 $7.1M
25 Old West Investment Management, LLC 3.23% 49,255 $29.8M
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added LMT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LMT?

Slight buying edge — 53% buying: Last quarter: 1,428 funds bought or added vs 1,291 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 — 54% AUM from top-100 funds: 64 of 2893 holders are among the 100 largest funds by AUM, controlling 54% 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?

69% of holders stayed for 2+ years: 2,005 out of 2,904 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.

Is it too late to buy Lockheed Martin Corp (LMT) following the 2026 Q1 hedge fund 13F filings?

As of today, LMT has moved +3.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.2% for the XLI sector ETF — an outperformance of -1.0%. Since the quarter end (March 31, 2026), LMT has gained -12.5% vs +10.5% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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