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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 $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 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.