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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
Q2 		$254K Hold
499
– – 0.03% 165
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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $99.8B AUM 47.9% 1-Year Est. Return

Summit Asset Management's LMT Position: Q2 2026 in Review

Summit Asset Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 499 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #165.

Summit Asset Management first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $302K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Summit Asset Management held 499 shares of Lockheed Martin worth $254K as of Q2 2026.
  • Summit Asset Management left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.03% of Summit Asset Management's portfolio in Q2 2026, its #165 holding.
  • Summit Asset Management first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Summit Asset Management's Lockheed Martin position peaked at $302K in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.