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Summit Financial’s Lockheed Martin LMT Stock Holding History

Summit Financial’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 		$2.95M Buy
5,797
+227
+4% +$123K 0.03% 506
2026
Q1 		$3.37M Buy
5,570
+369
+7% +$227K 0.04% 426
2025
Q4 		$2.52M Sell
5,201
-384
-7% -$184K 0.04% 434
2025
Q3 		$2.79M Buy
5,585
+684
+14% +$310K 0.04% 392
2025
Q2 		$2.27M Buy
4,901
+128
+3% +$59.9K 0.05% 274
2025
Q1 		$2.13M Sell
4,773
-90
-2% -$41.4K 0.06% 253
2024
Q4 		$2.36M Buy
4,863
+344
+8% +$188K 0.08% 190
2024
Q3 		$2.64M Buy
4,519
+1,053
+30% +$565K 0.1% 154
2024
Q2 		$1.62M Buy
3,466
+1,008
+41% +$466K 0.07% 175
2024
Q1 		$1.12M Buy
2,458
+674
+38% +$295K 0.07% 172
2023
Q4 		$809K Sell
1,784
-2,081
-54% -$922K 0.05% 196
2023
Q3 		$1.58M Buy
3,865
+2,146
+125% +$952K 0.12% 116
2023
Q2 		$791K Buy
1,719
+205
+14% +$95.2K 0.06% 177
2023
Q1 		$716K Sell
1,514
-281
-16% -$132K 0.06% 145
2022
Q4 		$873K Sell
1,795
-1,383
-44% -$643K 0.08% 126
2022
Q3 		$1.23M Sell
3,178
-704
-18% -$294K 0.12% 83
2022
Q2 		$1.67M Sell
3,882
-359
-8% -$158K 0.16% 67
2022
Q1 		$1.87M Buy
4,241
+330
+8% +$134K 0.15% 68
2021
Q4 		$1.39M Buy
3,911
+977
+33% +$338K 0.11% 84
2021
Q3 		$1.01M Buy
2,934
+927
+46% +$335K 0.09% 81
2021
Q2 		$759K Buy
+2,007
New +$772K 0.08% 65

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Financial's LMT Position: Q2 2026 in Review

Summit Financial increased its Lockheed Martin (LMT) stake by 4.1% in Q2 2026, buying an estimated $123K and bringing the position to 5,797 shares worth $2.95M. The position accounts for 0.03% of the portfolio, ranked #506.

Summit Financial first reported a position in LMT in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.37M in Q1 2026. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Summit Financial held 5,797 shares of Lockheed Martin worth $2.95M as of Q2 2026.
  • Summit Financial bought 227 Lockheed Martin shares in Q2 2026, an estimated $123K.
  • Lockheed Martin made up 0.03% of Summit Financial's portfolio in Q2 2026, its #506 holding.
  • Summit Financial first reported a position in Lockheed Martin in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial's Lockheed Martin position peaked at $3.37M in Q1 2026.
  • 2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.