LOCKHEED MARTIN CORP (LMT) — Hedge Fund Ownership Q1 2026
LMT
- LOCKHEED MARTIN CORP (LMT) is held by 6 of 82 tracked hedge funds, with Matrix Asset Advisors (2%) and Yacktman Asset Management (2%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in LMT holdings came from Markel Group (+1%), highlighting conviction.
- The biggest decreases in LMT holdings came from Olstein Capital Management (-18%) and Yacktman Asset Management (-0.4%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to LOCKHEED MARTIN CORP (LMT) by -1% vs the prior quarter and -8% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Matrix Asset Advisors David Katz
|
1.83% | 33K | -0.07% | — | $20.0M | $604.39 | — |
| 2 |
Yacktman Asset Management Donald Yacktman
|
1.72% | 214K | -0.39% | -11.57% | $129.1M | $604.39 | — |
| 3 |
Olstein Capital Management Robert Olstein
|
0.89% | 7K | -17.68% | — | $4.1M | $604.44 | — |
| 4 |
Markel Group Tom Gayner
|
0.33% | 65K | +1.09% | +6.10% | $39.4M | $604.39 | — |
| 5 |
Ariel Investments
|
0.09% | 13K | -2.47% | +3.18% | $7.9M | $604.39 | — |
| 6 |
Dodge & Cox
|
0.00% | 775 | — | — | $468,402 | $604.39 | — |
| 6 | Total | — | 333K | -0.58% | -7.52% | $201.0M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.