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
2022 Q4	–	Sell	-1,600	Closed	-$618K	–	1271
2022 Q3	$618K	Buy	+1,600	New	+$668K	0.05%	218
2022 Q1	–	Sell	-600	Closed	-$213K	–	1234
2021 Q4	$213K	Buy	+600	New	+$208K	0.01%	584
2020 Q3	–	Sell	-10	Closed	-$365K	–	441
2020 Q2	$365K	Buy	+10	New	+$3.78K	0.05%	288
2017 Q1	–	Sell	-13	Closed	-$325K	–	347
2016 Q4	$325K	Buy	+13	New	+$3.25K	0.07%	185
2016 Q1	–	Sell	-41	Closed	-$67K	–	255
2015 Q4	$67K	Buy	+41	New	+$8.9K	0.02%	223
2015 Q2	–	Sell	-30	Closed	-$1K	–	543
2015 Q1	$1K	Buy	+30	New	+$5.92K	﹤0.01%	352

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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. 2,777 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.
2,777 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.