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Summit Wealth Group (Colorado)’s Lockheed Martin LMT Stock Holding History

Summit Wealth Group (Colorado)’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
2026
Q1 		$709K Buy
1,173
+179
+18% +$110K 0.07% 139
2025
Q4 		$481K Buy
+994
New +$476K 0.06% 148
2025
Q3 		– Sell
-931
Closed -$431K – 383
2025
Q2 		$431K Buy
+931
New +$436K 0.11% 144

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 Wealth Group (Colorado)'s LMT Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Lockheed Martin (LMT) stake by 18% in Q1 2026, buying an estimated $110K and bringing the position to 1,173 shares worth $709K. The position accounts for 0.07% of the portfolio, ranked #139.

Summit Wealth Group (Colorado) first reported a position in LMT in Q2 2025 and has held it in 3 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Summit Wealth Group (Colorado) held 1,173 shares of Lockheed Martin worth $709K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 179 Lockheed Martin shares in Q1 2026, an estimated $110K.
  • Lockheed Martin made up 0.07% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #139 holding.
  • Summit Wealth Group (Colorado) first reported a position in Lockheed Martin in Q2 2025 and has held it in 3 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.