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Summit Global Investments’s Lockheed Martin LMT Stock Holding History

Summit Global Investments’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 		$2.46M Sell
4,064
-2,915
-42% -$1.8M 0.15% 77
2025
Q4 		$3.38M Buy
6,979
+435
+7% +$208K 0.2% 57
2025
Q3 		$3.27M Sell
6,544
-21,854
-77% -$9.92M 0.19% 76
2025
Q2 		$13.2M Buy
28,398
+8,276
+41% +$3.87M 0.78% 17
2025
Q1 		$8.99M Buy
20,122
+3,323
+20% +$1.53M 0.65% 25
2024
Q4 		$8.16M Buy
16,799
+411
+3% +$224K 0.51% 44
2024
Q3 		$9.58M Sell
16,388
-929
-5% -$499K 0.61% 38
2024
Q2 		$8.09M Sell
17,317
-10,387
-37% -$4.8M 0.55% 38
2024
Q1 		$12.6M Buy
27,704
+11,731
+73% +$5.14M 0.94% 26
2023
Q4 		$7.24M Buy
15,973
+2,167
+16% +$960K 0.47% 47
2023
Q3 		$5.65M Buy
13,806
+7,892
+133% +$3.5M 0.38% 56
2023
Q2 		$2.72M Buy
5,914
+1,983
+50% +$920K 0.18% 117
2023
Q1 		$1.86M Sell
3,931
-8,718
-69% -$4.09M 0.14% 140
2022
Q4 		$6.15M Buy
12,649
+75
+0.6% +$34.9K 0.52% 55
2022
Q3 		$4.86M Buy
12,574
+2,895
+30% +$1.21M 0.45% 68
2022
Q2 		$4.16M Sell
9,679
-2,747
-22% -$1.21M 0.37% 73
2022
Q1 		$5.49M Buy
12,426
+9,209
+286% +$3.73M 0.4% 71
2021
Q4 		$1.14M Sell
3,217
-1,777
-36% -$615K 0.07% 215
2021
Q3 		$1.72M Buy
4,994
+1,785
+56% +$646K 0.13% 142
2021
Q2 		$1.21M Sell
3,209
-686
-18% -$264K 0.07% 199
2021
Q1 		$1.44M Buy
3,895
+340
+10% +$117K 0.09% 156
2020
Q4 		$1.26M Buy
3,555
+775
+28% +$285K 0.13% 130
2020
Q3 		$1.06M Sell
2,780
-3,408
-55% -$1.3M 0.11% 127
2020
Q2 		$2.26M Sell
6,188
-3,569
-37% -$1.35M 0.26% 64
2020
Q1 		$3.31M Buy
9,757
+1,482
+18% +$583K 0.48% 51
2019
Q4 		$3.22M Buy
8,275
+3,475
+72% +$1.33M 0.35% 69
2019
Q3 		$1.87M Sell
4,800
-33
-0.7% -$12.4K 0.22% 85
2019
Q2 		$1.76M Buy
4,833
+4,057
+523% +$1.36M 0.22% 92
2019
Q1 		$233K Buy
+776
New +$228K 0.03% 268
2018
Q4 		– Sell
-7,459
Closed -$2.58M – 292
2018
Q3 		$2.58M Sell
7,459
-148
-2% -$47.8K 0.35% 74
2018
Q2 		$2.25M Sell
7,607
-13,117
-63% -$4.23M 0.34% 74
2018
Q1 		$7M Sell
20,724
-2,628
-11% -$894K 1.11% 29
2017
Q4 		$7.5M Sell
23,352
-11,340
-33% -$3.58M 1.16% 33
2017
Q3 		$10.8M Buy
34,692
+18,415
+113% +$5.49M 1.68% 22
2017
Q2 		$4.52M Buy
16,277
+7,400
+83% +$2.03M 1.35% 26
2017
Q1 		$2.38M Buy
8,877
+1,236
+16% +$324K 0.77% 42
2016
Q4 		$1.91M Buy
+7,641
New +$1.91M 0.69% 44

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 Global Investments's LMT Position: Q1 2026 in Review

Summit Global Investments reduced its Lockheed Martin (LMT) stake by 42% in Q1 2026, selling an estimated $1.8M and leaving 4,064 shares worth $2.46M. The position accounts for 0.15% of the portfolio, ranked #77.

Summit Global Investments first reported a position in LMT in Q4 2016 and has held it in 37 quarters since. The position peaked at $13.2M in Q2 2025. 2,912 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Summit Global Investments held 4,064 shares of Lockheed Martin worth $2.46M as of Q1 2026.
  • Summit Global Investments sold 2,915 Lockheed Martin shares in Q1 2026, an estimated $1.8M.
  • Lockheed Martin made up 0.15% of Summit Global Investments's portfolio in Q1 2026, its #77 holding.
  • Summit Global Investments first reported a position in Lockheed Martin in Q4 2016 and has held it in 37 quarters since.
  • Summit Global Investments's Lockheed Martin position peaked at $13.2M in Q2 2025.
  • 2,912 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.