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Sumitomo Mitsui Financial Group’s Lockheed Martin LMT Stock Holding History

Sumitomo Mitsui Financial 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 		$199K Buy
+330
New +$203K ﹤0.01% 138
2025
Q4 		– Sell
-106
Closed -$52.1K – 192
2025
Q3 		$52.1K Buy
+106
New +$48.1K ﹤0.01% 146
2024
Q4 		– Sell
-16
Closed -$9.32K – 181
2024
Q3 		$9.32K Buy
+16
New +$8.59K ﹤0.01% 162
2022
Q3 		– Sell
-230
Closed -$96K – 200
2022
Q2 		$96K Buy
+230
New +$101K ﹤0.01% 178
2021
Q3 		– Sell
-32
Closed -$12K – 193
2021
Q2 		$12K Sell
32
-16,834
-100% -$6.47M ﹤0.01% 155
2021
Q1 		$6.23M Buy
16,866
+3,561
+27% +$1.22M 0.15% 46
2020
Q4 		$4.72M Buy
13,305
+184
+1% +$67.6K 0.12% 49
2020
Q3 		$5.03M Buy
13,121
+1,838
+16% +$701K 0.17% 43
2020
Q2 		$4.12M Sell
11,283
-776
-6% -$293K 0.14% 38
2020
Q1 		$4.09M Sell
12,059
-383
-3% -$151K 0.2% 29
2019
Q4 		$4.85M Buy
12,442
+2,218
+22% +$851K 0.38% 18
2019
Q3 		$3.99M Buy
10,224
+684
+7% +$257K 0.33% 23
2019
Q2 		$3.47M Sell
9,540
-249
-3% -$83.3K 0.27% 28
2019
Q1 		$2.94M Sell
9,789
-863
-8% -$253K 0.26% 32
2018
Q4 		$2.78M Sell
10,652
-348
-3% -$106K 0.18% 37
2018
Q3 		$3.81M Sell
11,000
-325
-3% -$105K 0.31% 25
2018
Q2 		$3.35M Buy
11,325
+1,658
+17% +$535K 0.34% 23
2018
Q1 		$3.27M Buy
9,667
+1,061
+12% +$361K 0.3% 24
2017
Q4 		$2.76M Buy
8,606
+133
+2% +$41.9K 0.36% 23
2017
Q3 		$2.63M Sell
8,473
-54
-0.6% -$16.1K 0.31% 26
2017
Q2 		$2.37M Buy
8,527
+8,215
+2,633% +$2.26M 0.48% 20
2017
Q1 		$84K Buy
+312
New +$81.7K 0.02% 46

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sumitomo Mitsui Financial Group's LMT Position: Q1 2026 in Review

Sumitomo Mitsui Financial Group opened a new position in Lockheed Martin (LMT) in Q1 2026: 330 shares worth $199K. The stake represents ﹤0.01% of the portfolio and ranks #138 among its holdings. This is a return to the name: Sumitomo Mitsui Financial Group previously reported a position in LMT as recently as Q3 2025.

Sumitomo Mitsui Financial Group first reported a position in LMT in Q1 2017 and has held it in 22 quarters since. The position peaked at $6.23M in Q1 2021. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Sumitomo Mitsui Financial Group held 330 shares of Lockheed Martin worth $199K as of Q1 2026.
  • Lockheed Martin was a new Sumitomo Mitsui Financial Group position in Q1 2026.
  • Lockheed Martin made up ﹤0.01% of Sumitomo Mitsui Financial Group's portfolio in Q1 2026, its #138 holding.
  • Sumitomo Mitsui Financial Group first reported a position in Lockheed Martin in Q1 2017 and has held it in 22 quarters since.
  • Sumitomo Mitsui Financial Group's Lockheed Martin position peaked at $6.23M in Q1 2021.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2026, filed 14 May 2026.