Lockheed Martin Stock Rises as Pallas Capital Advisors Boosts Stake

Institutional investor increases position in aerospace and defense giant by over 135% in Q4 2025.

Mar. 29, 2026 at 10:09am

Pallas Capital Advisors LLC, an investment management firm, significantly increased its stake in Lockheed Martin Corporation (NYSE: LMT) during the fourth quarter of 2025. The fund now owns 5,170 shares of the aerospace company's stock, up from 2,199 shares in the previous quarter, representing a 135.1% increase in its position.

Why it matters

Lockheed Martin is one of the world's largest defense contractors, with a diverse portfolio of military aircraft, missile systems, and space technologies. Institutional investors' increased confidence in the company's long-term prospects reflects the ongoing demand for its products and services, particularly amid global geopolitical tensions and the continued focus on national security.

The details

According to a recent 13F filing with the Securities and Exchange Commission, Pallas Capital Advisors LLC purchased an additional 2,971 shares of Lockheed Martin during the fourth quarter of 2025. The fund's total investment in the company is now valued at $2.5 million, up from $1.1 million in the previous quarter.

  • Pallas Capital Advisors LLC increased its Lockheed Martin stake in the fourth quarter of 2025.
  • The fund's 13F filing with the SEC was made public on March 29, 2026.

The players

Pallas Capital Advisors LLC

An investment management firm that significantly increased its stake in Lockheed Martin Corporation during the fourth quarter of 2025.

Lockheed Martin Corporation

A global aerospace and defense company that designs, develops, and manufactures advanced technology systems for government and commercial customers.

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What they’re saying

“Lockheed Martin's diverse portfolio of military aircraft, missile systems, and space technologies continues to attract strong institutional investor interest, reflecting the ongoing demand for its products and services.”

— Analyst

What’s next

Investors will be closely watching Lockheed Martin's upcoming earnings report and any further updates on the company's performance and outlook.

The takeaway

Lockheed Martin's position as a leading defense contractor and its ability to maintain strong institutional investor support despite market volatility underscores the company's resilience and the enduring demand for its specialized products and services.