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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
Q2 		$690K Buy
1,355
+104
+8% +$56.2K 0.1% 144
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 $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 Partners's LMT Position: Q2 2026 in Review

Summit Wealth Partners increased its Lockheed Martin (LMT) stake by 8.3% in Q2 2026, buying an estimated $56.2K and bringing the position to 1,355 shares worth $690K. The position accounts for 0.1% of the portfolio, ranked #144.

Summit Wealth Partners first reported a position in LMT in Q4 2019 and has held it in 22 quarters since. The position peaked at $756K in Q1 2026. 2,787 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Summit Wealth Partners held 1,355 shares of Lockheed Martin worth $690K as of Q2 2026.
  • Summit Wealth Partners bought 104 Lockheed Martin shares in Q2 2026, an estimated $56.2K.
  • Lockheed Martin made up 0.1% of Summit Wealth Partners's portfolio in Q2 2026, its #144 holding.
  • Summit Wealth Partners first reported a position in Lockheed Martin in Q4 2019 and has held it in 22 quarters since.
  • Summit Wealth Partners's Lockheed Martin position peaked at $756K in Q1 2026.
  • 2,787 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.