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Summit Wealth Group, LLC/OK’s Lockheed Martin LMT Stock Holding History

Summit Wealth Group, LLC/OK’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
Q2 		– Sell
-371
Closed -$224K – 64
2026
Q1 		$224K Buy
+371
New +$229K 0.31% 54

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Charles Schwab
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Summit Wealth Group, LLC/OK's LMT Position: Q2 2026 in Review

Summit Wealth Group, LLC/OK sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 371 shares — an estimated $224K sold.

Summit Wealth Group, LLC/OK first reported a position in LMT in Q1 2026 and held it in 1 quarter. The position peaked at $224K in Q1 2026. 2,802 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Summit Wealth Group, LLC/OK reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Summit Wealth Group, LLC/OK sold 371 Lockheed Martin shares in Q2 2026, an estimated $224K.
  • Summit Wealth Group, LLC/OK first reported a position in Lockheed Martin in Q1 2026 and held it in 1 quarter.
  • Summit Wealth Group, LLC/OK's Lockheed Martin position peaked at $224K in Q1 2026.
  • 2,802 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q2 2026, filed 10 Nov 2026.