Zurich Insurance Group’s Lockheed Martin LMT Stock Holding History

Zurich Insurance 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	$30.4M	Buy	50,367 +44,887	+819%	+$27.7M	0.24%	111
2025 Q4	$2.65M	Hold	5,480	–	–	0.02%	214
2025 Q3	$2.74M	Hold	5,480	–	–	0.02%	171
2025 Q2	$2.54M	Hold	5,480	–	–	0.02%	166
2025 Q1	$2.45M	Hold	5,480	–	–	0.02%	166
2024 Q4	$2.66M	Sell	5,480 -93,464	-94%	-$50.9M	0.02%	157
2024 Q3	$57.8M	Buy	98,944 +94,444	+2,099%	+$50.7M	0.49%	68
2024 Q2	$2.1M	Hold	4,500	–	–	0.02%	155
2024 Q1	$2.05M	Hold	4,500	–	–	0.02%	172
2023 Q4	$2.04M	Hold	4,500	–	–	0.02%	170
2023 Q3	$1.84M	Sell	4,500 -139,536	-97%	-$61.9M	0.02%	167
2023 Q2	$66.3M	Sell	144,036 -17,215	-11%	-$7.99M	0.69%	52
2023 Q1	$76.2M	Buy	161,251 +22,502	+16%	+$10.6M	0.96%	32
2022 Q4	$67.5M	Buy	138,749 +65,618	+90%	+$30.5M	0.97%	36
2022 Q3	$28.3M	Sell	73,131 -19,562	-21%	-$8.17M	0.44%	74
2022 Q2	$39.9M	Buy	92,693 +88,193	+1,960%	+$38.7M	0.59%	58
2022 Q1	$1.99M	Hold	4,500	–	–	0.02%	126
2021 Q4	$1.6M	Hold	4,500	–	–	0.02%	150
2021 Q3	$1.55M	Hold	4,500	–	–	0.02%	153
2021 Q2	$1.7M	Buy	+4,500	New	+$1.73M	0.02%	149
2019 Q4	–	Sell	-50,433	Closed	-$19.7M	–	373
2019 Q3	$19.7M	Sell	50,433 -6,401	-11%	-$2.41M	0.37%	67
2019 Q2	$20.7M	Buy	56,834 +2,826	+5%	+$945K	0.41%	56
2019 Q1	$16.2M	Buy	54,008 +434	+0.8%	+$127K	0.35%	80
2018 Q4	$14M	Sell	53,574 -27,356	-34%	-$8.3M	0.34%	89
2018 Q3	$28M	Buy	80,930 +40,925	+102%	+$13.2M	0.59%	38
2018 Q2	$11.8M	Sell	40,005 -1,663	-4%	-$536K	0.27%	101
2018 Q1	$14.1M	Sell	41,668 -2,109	-5%	-$718K	0.32%	75
2017 Q4	$14.1M	Sell	43,777 -2,154	-5%	-$679K	0.33%	65
2017 Q3	$14.3M	Buy	45,931 +226	+0.5%	+$67.4K	0.39%	56
2017 Q2	$12.7M	Sell	45,705 -6,347	-12%	-$1.74M	0.36%	57
2017 Q1	$13.9M	Buy	52,052 +4,318	+9%	+$1.13M	0.4%	55
2016 Q4	$11.9M	Sell	47,734 -800	-2%	-$200K	0.38%	56
2016 Q3	$11.6M	Sell	48,534 -9,285	-16%	-$2.32M	0.39%	65
2016 Q2	$14.3M	Sell	57,819 -8,532	-13%	-$2.01M	0.5%	53
2016 Q1	$14.7M	Sell	66,351 -13,547	-17%	-$2.91M	0.52%	50
2015 Q4	$17.4M	Sell	79,898 -62,705	-44%	-$13.6M	0.62%	43
2015 Q3	$29.6M	Buy	+142,603	New	+$29M	1.09%	21

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

Zurich Insurance Group's LMT Position: Q1 2026 in Review

Zurich Insurance Group increased its Lockheed Martin (LMT) stake by 819% in Q1 2026, buying an estimated $27.7M and bringing the position to 50,367 shares worth $30.4M. The position accounts for 0.24% of the portfolio, ranked #111.

Zurich Insurance Group first reported a position in LMT in Q3 2015 and has held it in 37 quarters since. The position peaked at $76.2M in Q1 2023. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Zurich Insurance Group held 50,367 shares of Lockheed Martin worth $30.4M as of Q1 2026.
Zurich Insurance Group bought 44,887 Lockheed Martin shares in Q1 2026, an estimated $27.7M.
Lockheed Martin made up 0.24% of Zurich Insurance Group's portfolio in Q1 2026, its #111 holding.
Zurich Insurance Group first reported a position in Lockheed Martin in Q3 2015 and has held it in 37 quarters since.
Zurich Insurance Group's Lockheed Martin position peaked at $76.2M in Q1 2023.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Zurich Insurance Group's 13F filing for Q1 2026, filed 15 May 2026.