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Summit Financial Strategies’s Lockheed Martin LMT Stock Holding History

Summit Financial Strategies’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 		$339K Sell
665
-21
-3% -$11.4K 0.02% 123
2026
Q1 		$415K Sell
686
-49
-7% -$30.2K 0.03% 105
2025
Q4 		$356K Buy
735
+44
+6% +$21.1K 0.03% 113
2025
Q3 		$345K Sell
691
-43
-6% -$19.5K 0.03% 115
2025
Q2 		$340K Buy
734
+149
+25% +$69.7K 0.03% 114
2025
Q1 		$261K Buy
585
+47
+9% +$21.6K 0.03% 120
2024
Q4 		$261K Buy
538
+5
+0.9% +$2.73K 0.03% 119
2024
Q3 		$312K Sell
533
-65
-11% -$34.9K 0.04% 116
2024
Q2 		$279K Hold
598
– – 0.03% 115
2024
Q1 		$272K Sell
598
-82
-12% -$35.9K 0.04% 116
2023
Q4 		$308K Hold
680
– – 0.05% 110
2023
Q3 		$278K Buy
680
+120
+21% +$53.2K 0.05% 104
2023
Q2 		$258K Buy
560
+13
+2% +$6.03K 0.05% 103
2023
Q1 		$259K Sell
547
-78
-12% -$36.6K 0.05% 102
2022
Q4 		$304K Sell
625
-104
-14% -$48.3K 0.07% 91
2022
Q3 		$282K Hold
729
– – 0.07% 94
2022
Q2 		$313K Buy
729
+115
+19% +$50.5K 0.07% 81
2022
Q1 		$271K Sell
614
-102
-14% -$41.3K 0.05% 91
2021
Q4 		$254K Hold
716
– – 0.05% 104
2021
Q3 		$247K Hold
716
– – 0.05% 101
2021
Q2 		$271K Hold
716
– – 0.05% 102
2021
Q1 		$265K Sell
716
-125
-15% -$42.9K 0.09% 56
2020
Q4 		$299K Buy
841
+27
+3% +$9.93K 0.1% 66
2020
Q3 		$312K Sell
814
-20
-2% -$7.63K 0.13% 59
2020
Q2 		$304K Buy
834
+8
+1% +$3.02K 0.14% 53
2020
Q1 		$280K Buy
826
+12
+1% +$4.72K 0.15% 44
2019
Q4 		$317K Sell
814
-62
-7% -$23.8K 0.16% 48
2019
Q3 		$342K Hold
876
– – 0.16% 39
2019
Q2 		$318K Sell
876
-93
-10% -$31.1K 0.15% 40
2019
Q1 		$291K Buy
969
+23
+2% +$6.75K 0.15% 41
2018
Q4 		$248K Sell
946
-17
-2% -$5.16K 0.14% 49
2018
Q3 		$333K Sell
963
-83
-8% -$26.8K 0.15% 35
2018
Q2 		$309K Buy
1,046
+170
+19% +$54.8K 0.15% 34
2018
Q1 		$296K Hold
876
– – 0.15% 36
2017
Q4 		$281K Hold
876
– – 0.15% 38
2017
Q3 		$272K Hold
876
– – 0.16% 37
2017
Q2 		$243K Hold
876
– – 0.15% 41
2017
Q1 		$234K Sell
876
-41
-4% -$10.7K 0.17% 33
2016
Q4 		$229K Hold
917
– – 0.16% 37
2016
Q3 		$220K Hold
917
– – 0.15% 36
2016
Q2 		$228K Hold
917
– – 0.17% 36
2016
Q1 		$203K Sell
917
-1,827
-67% -$393K 0.15% 43
2015
Q4 		$596K Hold
2,744
– – 0.46% 20
2015
Q3 		$569K Sell
2,744
-7,316
-73% -$1.49M 0.47% 19
2015
Q2 		$1.87M Buy
+10,060
New +$1.94M 1.46% 12

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Summit Financial Strategies's LMT Position: Q2 2026 in Review

Summit Financial Strategies reduced its Lockheed Martin (LMT) stake by 3.1% in Q2 2026, selling an estimated $11.4K and leaving 665 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #123.

Summit Financial Strategies first reported a position in LMT in Q2 2015 and has held it in 45 quarters since. The position peaked at $1.87M in Q2 2015. 1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Summit Financial Strategies held 665 shares of Lockheed Martin worth $339K as of Q2 2026.
  • Summit Financial Strategies sold 21 Lockheed Martin shares in Q2 2026, an estimated $11.4K.
  • Lockheed Martin made up 0.02% of Summit Financial Strategies's portfolio in Q2 2026, its #123 holding.
  • Summit Financial Strategies first reported a position in Lockheed Martin in Q2 2015 and has held it in 45 quarters since.
  • Summit Financial Strategies's Lockheed Martin position peaked at $1.87M in Q2 2015.
  • 1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.