Summit Financial Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Summit Financial Wealth Advisors’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	$7.82M	Buy	15,347 +1,612	+12%	+$871K	1%	25
2026 Q1	$8.3M	Buy	13,735 +396	+3%	+$244K	1.18%	24
2025 Q4	$6.45M	Buy	13,339 +169	+1%	+$80.9K	0.92%	27
2025 Q3	$6.57M	Buy	13,170 +777	+6%	+$353K	1.02%	26
2025 Q2	$5.74M	Buy	+12,393	New	+$5.8M	1.03%	27
2015 Q4	–	Sell	-92	Closed	-$19K	–	173
2015 Q3	$19K	Hold	92	–	–	0.01%	164
2015 Q2	$17K	Hold	92	–	–	0.01%	205
2015 Q1	$18K	Hold	92	–	–	0.01%	173
2014 Q4	$18K	Buy	+92	New	+$17.1K	0.01%	171

Other funds holding LMT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Summit Financial Wealth Advisors's LMT Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Lockheed Martin (LMT) stake by 12% in Q2 2026, buying an estimated $871K and bringing the position to 15,347 shares worth $7.82M. The position accounts for 1% of the portfolio, ranked #25.

Summit Financial Wealth Advisors first reported a position in LMT in Q4 2014 and has held it in 9 quarters since. The position peaked at $8.3M in Q1 2026. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Summit Financial Wealth Advisors held 15,347 shares of Lockheed Martin worth $7.82M as of Q2 2026.
Summit Financial Wealth Advisors bought 1,612 Lockheed Martin shares in Q2 2026, an estimated $871K.
Lockheed Martin made up 1% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Summit Financial Wealth Advisors first reported a position in Lockheed Martin in Q4 2014 and has held it in 9 quarters since.
Summit Financial Wealth Advisors's Lockheed Martin position peaked at $8.3M in Q1 2026.
991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.