Lockheed Martin Reduces Stake in $626M Deal

Dimensional Fund Advisors LP sells 52,412 shares of aerospace company's stock

Published on Mar. 4, 2026

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Dimensional Fund Advisors LP, a major institutional investor, has reduced its position in Lockheed Martin Corporation by 4% in the third quarter of 2026. The fund now owns 1,255,247 shares of the aerospace company's stock, valued at approximately $626.6 million.

Why it matters

This transaction provides insight into the investment strategies of large institutional investors like Dimensional Fund Advisors, which closely monitor and adjust their holdings in major defense contractors like Lockheed Martin. The reduction in stake could signal a shift in the fund's outlook on the aerospace industry or the company's performance.

The details

According to a recent SEC filing, Dimensional Fund Advisors sold 52,412 shares of Lockheed Martin stock during the third quarter. The fund now owns about 0.54% of the company's outstanding shares, down from 0.56% previously. Lockheed Martin is a major defense contractor, providing a range of military aircraft, missile systems, and space technologies to the U.S. government and allied nations.

  • Dimensional Fund Advisors reduced its Lockheed Martin stake in the 3rd quarter of 2026.

The players

Dimensional Fund Advisors LP

A major institutional investment firm that manages over $600 billion in assets.

Lockheed Martin Corporation

A global aerospace and defense company that is a major supplier of military equipment and technologies to the U.S. government and allied nations.

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What they’re saying

“We must not let individuals continue to damage private property in San Francisco.”

— Robert Jenkins, San Francisco resident (San Francisco Chronicle)

The takeaway

This transaction highlights the ongoing shifts in institutional investment strategies within the defense industry, as major funds like Dimensional Fund Advisors carefully monitor and adjust their holdings in response to market conditions and company performance.