Summit Securities Group
LMT icon

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
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Summit Securities Group's LMT Position: Q3 2026 in Review

Summit Securities Group sold out of Lockheed Martin (LMT) in Q3 2026, closing a stake of 47 shares — an estimated $23.9K sold.

Summit Securities Group first reported a position in LMT in Q2 2013 and held it in 41 quarters. The position peaked at $3.19M in Q4 2022. 2,151 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Summit Securities Group reported no remaining Lockheed Martin position as of Q3 2026 after selling out during the quarter.
  • Summit Securities Group sold 47 Lockheed Martin shares in Q3 2026, an estimated $23.9K.
  • Summit Securities Group first reported a position in Lockheed Martin in Q2 2013 and held it in 41 quarters.
  • Summit Securities Group's Lockheed Martin position peaked at $3.19M in Q4 2022.
  • 2,151 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.