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 $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.