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Summit Investment Advisors’s Lockheed Martin LMT Stock Holding History

Summit Investment 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
2025
Q1 		– Sell
-631
Closed -$274K – 57
2024
Q4 		$274K Buy
+631
New +$344K 0.24% 46

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit Investment Advisors's LMT Position: Q1 2025 in Review

Summit Investment Advisors sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 631 shares — an estimated $274K sold.

Summit Investment Advisors first reported a position in LMT in Q4 2024 and held it in 1 quarter. The position peaked at $274K in Q4 2024. 2,570 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • Summit Investment Advisors reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
  • Summit Investment Advisors sold 631 Lockheed Martin shares in Q1 2025, an estimated $274K.
  • Summit Investment Advisors first reported a position in Lockheed Martin in Q4 2024 and held it in 1 quarter.
  • Summit Investment Advisors's Lockheed Martin position peaked at $274K in Q4 2024.
  • 2,570 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Summit Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.