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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
2021
Q3 		– Sell
-14
Closed -$530K – 806
2021
Q2 		$530K Buy
+14
New +$5.38K 0.04% 372
2020
Q3 		– Sell
-10
Closed -$365K – 440
2020
Q2 		$365K Buy
+10
New +$3.78K 0.05% 287
2019
Q1 		– Sell
-30
Closed -$785K – 295
2018
Q4 		$785K Buy
+30
New +$9.1K 0.07% 156
2017
Q4 		– Sell
-15
Closed -$465K – 225
2017
Q3 		$465K Buy
+15
New +$4.48K 0.08% 113
2015
Q1 		– Sell
-159
Closed -$276K – 534
2014
Q4 		$276K Buy
+159
New +$29.5K 0.08% 155

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 Securities Group's LMT Position: Q2 2026 in Review

Summit Securities Group increased its Lockheed Martin (LMT) stake by 42% in Q2 2026, buying an estimated $7.57K and bringing the position to 47 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Summit Securities Group first reported a position in LMT in Q2 2013 and has held it in 41 quarters since. The position peaked at $3.19M in Q4 2022. 2,776 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Summit Securities Group held 47 shares of Lockheed Martin worth $23.9K as of Q2 2026.
  • Summit Securities Group bought 14 Lockheed Martin shares in Q2 2026, an estimated $7.57K.
  • Lockheed Martin made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #685 holding.
  • Summit Securities Group first reported a position in Lockheed Martin in Q2 2013 and has held it in 41 quarters since.
  • Summit Securities Group's Lockheed Martin position peaked at $3.19M in Q4 2022.
  • 2,776 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.