# Lockheed Martin (LMT): value investors who own it

4 value investors held Lockheed Martin in their Q3 2026 13F, led by Yacktman Asset Management, Markel Group, Dodge & Cox, Horizon Kinetics.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Yacktman Asset Management | 1.4% | $110m | Added +1.3% | 22 |
| Markel Group | 0.3% | $33.2m | Unchanged | 22 |
| Dodge & Cox | 0.0% | $395k | Unchanged | 32 |
| Horizon Kinetics | 0.0% | $258k | Unchanged | 2 |
| Matrix Asset Advisors | 0.0% | $0k | Sold out | 4 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-13 | Donovan John | Director | Sold | 120 |  |
| 2026-08-13 | Donovan John | Director | Sold | 1742 |  |
| 2026-08-13 | Donovan John | Director | Sold | 469 |  |
| 2026-08-13 | Donovan John | Director | Sold | 631 |  |
| 2026-08-13 | Donovan John | Director | Sold | 204 |  |
| 2026-08-13 | Donovan John | Director | Sold | 212 |  |
| 2026-08-12 | Lightfoot Robert M JR | President Space | Sold | 196 | $118k |
| 2026-08-11 | Lightfoot Robert M JR | President Space | Sold | 846 |  |
| 2026-08-11 | Lightfoot Robert M JR | President Space | Sold | 1564 |  |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| AMG Yacktman Fund | Yacktman Asset Management | 1.0% | $71.3m | 2026-06-30 |
| AMG Yacktman Focused Fund | Yacktman Asset Management | 0.7% | $22.9m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/lmt). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.