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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
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 $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 Financial's LMT Position: Q1 2026 in Review

Summit Financial increased its Lockheed Martin (LMT) stake by 7.1% in Q1 2026, buying an estimated $227K and bringing the position to 5,570 shares worth $3.37M. The position accounts for 0.04% of the portfolio, ranked #426.

Summit Financial first reported a position in LMT in Q2 2021 and has held it in 20 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Summit Financial held 5,570 shares of Lockheed Martin worth $3.37M as of Q1 2026.
  • Summit Financial bought 369 Lockheed Martin shares in Q1 2026, an estimated $227K.
  • Lockheed Martin made up 0.04% of Summit Financial's portfolio in Q1 2026, its #426 holding.
  • Summit Financial first reported a position in Lockheed Martin in Q2 2021 and has held it in 20 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.