SWP
LMT icon

Summit Wealth Partners’s Lockheed Martin LMT Stock Holding History

Summit Wealth Partners’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 		$756K Buy
1,251
+548
+78% +$338K 0.12% 124
2025
Q4 		$340K Sell
703
-8
-1% -$3.83K 0.06% 157
2025
Q3 		$355K Buy
711
+3
+0.4% +$1.36K 0.06% 164
2025
Q2 		$328K Buy
708
+4
+0.6% +$1.87K 0.06% 173
2025
Q1 		$315K Buy
704
+3
+0.4% +$1.38K 0.06% 172
2024
Q4 		$340K Buy
701
+80
+13% +$43.6K 0.07% 154
2024
Q3 		$363K Buy
621
+2
+0.3% +$1.07K 0.07% 172
2024
Q2 		$289K Buy
619
+7
+1% +$3.23K 0.06% 186
2024
Q1 		$278K Buy
612
+3
+0.5% +$1.31K 0.06% 187
2023
Q4 		$276K Sell
609
-54
-8% -$23.9K 0.06% 176
2023
Q3 		$271K Hold
663
– – 0.07% 156
2023
Q2 		$305K Sell
663
-2
-0.3% -$928 0.08% 148
2023
Q1 		$315K Buy
665
+3
+0.5% +$1.41K 0.08% 140
2022
Q4 		$322K Buy
662
+5
+0.8% +$2.32K 0.09% 138
2022
Q3 		$254K Buy
657
+39
+6% +$16.3K 0.07% 136
2022
Q2 		$266K Buy
618
+26
+4% +$11.4K 0.07% 130
2022
Q1 		$261K Buy
592
+3
+0.5% +$1.22K 0.06% 143
2021
Q4 		$209K Sell
589
-21
-3% -$7.26K 0.04% 154
2021
Q3 		$211K Buy
610
+8
+1% +$2.9K 0.05% 145
2021
Q2 		$228K Buy
+602
New +$231K 0.05% 145
2020
Q1 		– Sell
-612
Closed -$238K – 120
2019
Q4 		$238K Buy
+612
New +$235K 0.08% 107

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 Partners's LMT Position: Q1 2026 in Review

Summit Wealth Partners increased its Lockheed Martin (LMT) stake by 78% in Q1 2026, buying an estimated $338K and bringing the position to 1,251 shares worth $756K. The position accounts for 0.12% of the portfolio, ranked #124.

Summit Wealth Partners first reported a position in LMT in Q4 2019 and has held it in 21 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Summit Wealth Partners held 1,251 shares of Lockheed Martin worth $756K as of Q1 2026.
  • Summit Wealth Partners bought 548 Lockheed Martin shares in Q1 2026, an estimated $338K.
  • Lockheed Martin made up 0.12% of Summit Wealth Partners's portfolio in Q1 2026, its #124 holding.
  • Summit Wealth Partners first reported a position in Lockheed Martin in Q4 2019 and has held it in 21 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.