Markel Group’s Lockheed Martin LMT Stock Holding History

Markel Group’s Portfolio LMT Stock Details LMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$39.4M	Buy	65,213 +700	+1%	+$431K	0.33%	61
2025 Q4	$31.2M	Buy	64,513 +2,250	+4%	+$1.08M	0.25%	72
2025 Q3	$31.1M	Hold	62,263	–	–	0.25%	72
2025 Q2	$28.8M	Buy	62,263 +800	+1%	+$374K	0.24%	72
2025 Q1	$27.5M	Buy	61,463 +5,100	+9%	+$2.35M	0.24%	73
2024 Q4	$27.4M	Hold	56,363	–	–	0.24%	72
2024 Q3	$32.9M	Hold	56,363	–	–	0.3%	69
2024 Q2	$26.3M	Hold	56,363	–	–	0.26%	71
2024 Q1	$25.6M	Hold	56,363	–	–	0.25%	73
2023 Q4	$25.5M	Hold	56,363	–	–	0.28%	72
2023 Q3	$23.1M	Hold	56,363	–	–	0.28%	73
2023 Q2	$25.9M	Hold	56,363	–	–	0.31%	67
2023 Q1	$26.6M	Hold	56,363	–	–	0.34%	66
2022 Q4	$27.4M	Buy	56,363 +45,500	+419%	+$21.1M	0.37%	65
2022 Q3	$4.2M	Hold	10,863	–	–	0.06%	105
2022 Q2	$4.67M	Buy	10,863 +500	+5%	+$220K	0.07%	102
2022 Q1	$4.57M	Buy	10,363 +1,250	+14%	+$507K	0.05%	100
2021 Q4	$3.24M	Buy	9,113 +1,800	+25%	+$623K	0.04%	107
2021 Q3	$2.52M	Buy	7,313 +4,500	+160%	+$1.63M	0.03%	105
2021 Q2	$1.06M	Buy	2,813 +1,520	+118%	+$584K	0.01%	112
2021 Q1	$478K	Buy	+1,293	New	+$444K	0.01%	113

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Markel Group's LMT Position: Q1 2026 in Review

Markel Group increased its Lockheed Martin (LMT) stake by 1.1% in Q1 2026, buying an estimated $431K and bringing the position to 65,213 shares worth $39.4M. The position accounts for 0.33% of the portfolio, ranked #61.

Markel Group first reported a position in LMT in Q1 2021 and has held it in 21 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Markel Group held 65,213 shares of Lockheed Martin worth $39.4M as of Q1 2026.
Markel Group bought 700 Lockheed Martin shares in Q1 2026, an estimated $431K.
Lockheed Martin made up 0.33% of Markel Group's portfolio in Q1 2026, its #61 holding.
Markel Group first reported a position in Lockheed Martin in Q1 2021 and has held it in 21 quarters since.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Markel Group's 13F filing for Q1 2026, filed 1 May 2026.