Summit Securities Group’s Lockheed Martin LMT Stock Holding History

Summit Securities Group’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	$19.9K	Sell	33 -1,370	-98%	-$844K	﹤0.01%	523
2025 Q4	$679K	Sell	1,403 -3,851	-73%	-$1.84M	0.09%	160
2025 Q3	$2.62M	Buy	5,254 +3,713	+241%	+$1.68M	0.54%	44
2025 Q2	$714K	Buy	+1,541	New	+$721K	0.14%	119
2025 Q1	–	Sell	-1,400	Closed	-$680K	–	973
2024 Q4	$680K	Buy	+1,400	New	+$763K	0.14%	102
2024 Q1	–	Sell	-1,900	Closed	-$861K	–	720
2023 Q4	$861K	Buy	1,900 +1,300	+217%	+$576K	0.08%	146
2023 Q3	$245K	Sell	600 -298	-33%	-$132K	0.03%	168
2023 Q2	$413K	Sell	898 -246	-22%	-$114K	0.05%	155
2023 Q1	$541K	Sell	1,144 -5,408	-83%	-$2.54M	0.04%	134
2022 Q4	$3.19M	Buy	6,552 +452	+7%	+$210K	0.12%	100
2022 Q3	$2.36M	Buy	6,100 +506	+9%	+$211K	0.18%	85
2022 Q2	$2.4M	Buy	5,594 +3,195	+133%	+$1.4M	0.3%	62
2022 Q1	$1.06M	Sell	2,399 -2,627	-52%	-$1.06M	0.12%	138
2021 Q4	$1.79M	Sell	5,026 -174	-3%	-$60.2K	0.08%	177
2021 Q3	$1.79M	Buy	5,200 +748	+17%	+$271K	0.14%	168
2021 Q2	$1.68M	Sell	4,452 -948	-18%	-$364K	0.14%	160
2021 Q1	$2M	Sell	5,400 -800	-13%	-$274K	0.22%	100
2020 Q4	$2.2M	Buy	6,200 +5,000	+417%	+$1.84M	0.19%	129
2020 Q3	$460K	Sell	1,200 -2,300	-66%	-$878K	0.05%	235
2020 Q2	$1.28M	Buy	3,500 +100	+3%	+$37.8K	0.16%	128
2020 Q1	$1.15M	Sell	3,400 -1,500	-31%	-$590K	0.2%	107
2019 Q4	$1.91M	Buy	4,900 +2,200	+81%	+$844K	0.14%	141
2019 Q3	$1.05M	Buy	+2,700	New	+$1.02M	0.09%	129
2019 Q2	–	Sell	-1,500	Closed	-$450K	–	360
2019 Q1	$450K	Sell	1,500 -600	-29%	-$176K	0.08%	125
2018 Q4	$550K	Sell	2,100 -1,800	-46%	-$546K	0.05%	195
2018 Q3	$1.35M	Sell	3,900 -400	-9%	-$129K	0.5%	40
2018 Q2	$1.27M	Sell	4,300 -500	-10%	-$161K	0.18%	73
2018 Q1	$1.62M	Sell	4,800 -4,900	-51%	-$1.67M	0.4%	42
2017 Q4	$3.11M	Buy	+9,700	New	+$3.06M	0.37%	25
2017 Q2	–	Sell	-4,858	Closed	-$1.3M	–	324
2017 Q1	$1.3M	Buy	4,858 +2,458	+102%	+$644K	0.37%	52
2016 Q4	$600K	Buy	+2,400	New	+$600K	0.13%	144
2016 Q1	–	Sell	-2,300	Closed	-$499K	–	254
2015 Q4	$499K	Buy	+2,300	New	+$499K	0.16%	93
2015 Q2	–	Sell	-3,100	Closed	-$629K	–	542
2015 Q1	$629K	Buy	3,100 +1,300	+72%	+$257K	0.47%	31
2014 Q4	$347K	Sell	1,800 -600	-25%	-$111K	0.1%	140
2014 Q3	$439K	Buy	2,400 +2,100	+700%	+$357K	0.13%	120
2014 Q2	$48K	Sell	300 -4,800	-94%	-$780K	0.02%	307
2014 Q1	$833K	Buy	5,100 +2,700	+113%	+$424K	0.5%	28
2013 Q4	$357K	Buy	2,400 +1,400	+140%	+$190K	0.06%	132
2013 Q3	$128K	Sell	1,000 -900	-47%	-$109K	0.04%	144
2013 Q2	$206K	Buy	+1,900	New	+$194K	0.1%	99

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Securities Group's LMT Position: Q1 2026 in Review

Summit Securities Group reduced its Lockheed Martin (LMT) stake by 98% in Q1 2026, selling an estimated $844K and leaving 33 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Summit Securities Group first reported a position in LMT in Q2 2013 and has held it in 40 quarters since. The position peaked at $3.19M in Q4 2022. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Summit Securities Group held 33 shares of Lockheed Martin worth $19.9K as of Q1 2026.
Summit Securities Group sold 1,370 Lockheed Martin shares in Q1 2026, an estimated $844K.
Lockheed Martin made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #523 holding.
Summit Securities Group first reported a position in Lockheed Martin in Q2 2013 and has held it in 40 quarters since.
Summit Securities Group's Lockheed Martin position peaked at $3.19M in Q4 2022.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.