Lockheed Martin Holdings Surge for Advisory Firm

HF Advisory Group LLC dramatically boosts stake in aerospace giant

Apr. 2, 2026 at 11:13am

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HF Advisory Group LLC significantly increased its holdings in Lockheed Martin Corporation (NYSE:LMT) by over 1,700% during the fourth quarter, according to a recent 13F filing with the Securities and Exchange Commission. The firm now owns 21,706 shares of the aerospace company's stock, valued at $10.5 million.

Why it matters

This substantial increase in Lockheed Martin holdings by HF Advisory Group reflects growing investor confidence in the aerospace and defense contractor, which is one of the largest military suppliers in the world. The move suggests the advisory firm sees strong growth potential in Lockheed Martin's business amid ongoing global defense spending.

The details

According to the 13F filing, HF Advisory Group purchased an additional 20,501 shares of Lockheed Martin during the fourth quarter, bringing its total position to 21,706 shares. This represents a 1,701.3% increase compared to the previous quarter. Lockheed Martin is one of the world's leading aerospace, defense, security and advanced technologies companies, with a focus on the research, design, development, manufacture, integration and sustainment of advanced technology systems, products and services.

  • The 13F filing detailing HF Advisory Group's increased Lockheed Martin holdings was submitted on April 2, 2026.
  • The firm's Lockheed Martin position grew by over 1,700% during the fourth quarter of 2025.

The players

HF Advisory Group LLC

A financial advisory firm that significantly increased its holdings 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’s next

Investors will be closely watching Lockheed Martin's upcoming quarterly earnings report to see if the company's strong performance continues to drive investor interest and stock price growth.

The takeaway

HF Advisory Group's substantial increase in Lockheed Martin holdings underscores the aerospace giant's appeal as a defensive investment amid global economic and geopolitical uncertainty. The move reflects broader institutional confidence in Lockheed Martin's ability to capitalize on sustained defense spending worldwide.