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 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 $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 Wealth Group's LMT Position: Q1 2026 in Review

Summit Wealth Group increased its Lockheed Martin (LMT) stake by 0.17% in Q1 2026, buying an estimated $616 and bringing the position to 575 shares worth $347K. The position accounts for 0.08% of the portfolio, ranked #92.

Summit Wealth Group first reported a position in LMT in Q1 2023 and has held it in 10 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Summit Wealth Group held 575 shares of Lockheed Martin worth $347K as of Q1 2026.
Summit Wealth Group bought 1 Lockheed Martin share in Q1 2026, an estimated $616.
Lockheed Martin made up 0.08% of Summit Wealth Group's portfolio in Q1 2026, its #92 holding.
Summit Wealth Group first reported a position in Lockheed Martin in Q1 2023 and has held it in 10 quarters since.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.