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Summit Asset Management’s Lockheed Martin LMT Stock Holding History

Summit Asset Management’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 		$302K Buy
499
+44
+10% +$27.1K 0.04% 145
2025
Q4 		$220K Buy
+455
New +$218K 0.03% 164

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

Summit Asset Management's LMT Position: Q1 2026 in Review

Summit Asset Management increased its Lockheed Martin (LMT) stake by 9.7% in Q1 2026, buying an estimated $27.1K and bringing the position to 499 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #145.

Summit Asset Management first reported a position in LMT in Q4 2025 and has held it in 2 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Summit Asset Management held 499 shares of Lockheed Martin worth $302K as of Q1 2026.
  • Summit Asset Management bought 44 Lockheed Martin shares in Q1 2026, an estimated $27.1K.
  • Lockheed Martin made up 0.04% of Summit Asset Management's portfolio in Q1 2026, its #145 holding.
  • Summit Asset Management first reported a position in Lockheed Martin in Q4 2025 and has held it in 2 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Summit Asset Management's 13F filing for Q1 2026, filed 8 May 2026.