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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
Q2 		$607K Buy
1,192
+19
+2% +$10.3K 0.05% 190
2026
Q1 		$709K Buy
1,173
+179
+18% +$110K 0.07% 139
2025
Q4 		$481K Buy
994
+418
+73% +$200K 0.06% 148
2025
Q3 		$236K Sell
576
-355
-38% -$161K 0.02% 427
2025
Q2 		$431K Buy
+931
New +$436K 0.11% 144

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Summit Wealth Group (Colorado)'s LMT Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Lockheed Martin (LMT) stake by 1.6% in Q2 2026, buying an estimated $10.3K and bringing the position to 1,192 shares worth $607K. The position accounts for 0.05% of the portfolio, ranked #190.

Summit Wealth Group (Colorado) first reported a position in LMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $709K in Q1 2026. 2,787 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Summit Wealth Group (Colorado) held 1,192 shares of Lockheed Martin worth $607K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 19 Lockheed Martin shares in Q2 2026, an estimated $10.3K.
  • Lockheed Martin made up 0.05% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #190 holding.
  • Summit Wealth Group (Colorado) first reported a position in Lockheed Martin in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s Lockheed Martin position peaked at $709K in Q1 2026.
  • 2,787 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.