Summit Wealth Group’s Lockheed Martin LMT Stock Holding History

Summit Wealth 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
2026 Q2	$288K	Sell	565 -10	-2%	-$5.41K	0.06%	108
2026 Q1	$347K	Buy	575 +1	+0.2%	+$616	0.08%	92
2025 Q4	$278K	Buy	574 +1	+0.2%	+$479	0.06%	102
2025 Q3	$286K	Buy	573 +1	+0.2%	+$454	0.07%	93
2025 Q2	$265K	Buy	572 +1	+0.2%	+$468	0.07%	95
2025 Q1	$255K	Buy	571 +3	+0.5%	+$1.38K	0.07%	89
2024 Q4	$276K	Hold	568	–	–	0.08%	79
2024 Q3	$332K	Hold	568	–	–	0.1%	69
2024 Q2	$265K	Buy	+568	New	+$263K	0.08%	76
2023 Q3	–	Sell	-462	Closed	-$213K	–	55
2023 Q2	$213K	Sell	462 -217,888	-100%	-$101M	0.09%	70
2023 Q1	$0	Buy	+218,350	New	+$102M	﹤0.01%	215

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 Wealth Group's LMT Position: Q2 2026 in Review

Summit Wealth Group reduced its Lockheed Martin (LMT) stake by 1.7% in Q2 2026, selling an estimated $5.41K and leaving 565 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #108.

Summit Wealth Group first reported a position in LMT in Q1 2023 and has held it in 11 quarters since. The position peaked at $347K in Q1 2026. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Summit Wealth Group held 565 shares of Lockheed Martin worth $288K as of Q2 2026.
Summit Wealth Group sold 10 Lockheed Martin shares in Q2 2026, an estimated $5.41K.
Lockheed Martin made up 0.06% of Summit Wealth Group's portfolio in Q2 2026, its #108 holding.
Summit Wealth Group first reported a position in Lockheed Martin in Q1 2023 and has held it in 11 quarters since.
Summit Wealth Group's Lockheed Martin position peaked at $347K in Q1 2026.
2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.