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Summitry LLC’s Lockheed Martin LMT Stock Holding History

Summitry LLC’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 		$215K Sell
422
-78
-16% -$42.2K 0.01% 320
2026
Q1 		$302K Buy
+500
New +$308K 0.01% 208
2025
Q4 		– Sell
-451
Closed -$225K – 261
2025
Q3 		$225K Sell
451
-12,442
-97% -$5.65M 0.01% 193
2025
Q2 		$5.97M Buy
12,893
+1,403
+12% +$657K 0.27% 49
2025
Q1 		$5.13M Buy
11,490
+1,285
+13% +$592K 0.26% 51
2024
Q4 		$4.96M Buy
10,205
+661
+7% +$360K 0.24% 50
2024
Q3 		$5.58M Sell
9,544
-150
-2% -$80.5K 0.27% 45
2024
Q2 		$4.53M Buy
9,694
+26
+0.3% +$12K 0.23% 48
2024
Q1 		$4.4M Sell
9,668
-216
-2% -$94.7K 0.23% 47
2023
Q4 		$4.48M Buy
9,884
+431
+5% +$191K 0.26% 47
2023
Q3 		$3.87M Buy
9,453
+190
+2% +$84.3K 0.25% 45
2023
Q2 		$4.26M Buy
9,263
+135
+1% +$62.7K 0.27% 44
2023
Q1 		$4.32M Buy
9,128
+347
+4% +$163K 0.29% 44
2022
Q4 		$4.27M Buy
8,781
+6
+0.1% +$2.79K 0.31% 41
2022
Q3 		$3.39M Buy
8,775
+371
+4% +$155K 0.26% 43
2022
Q2 		$3.61M Sell
8,404
-827
-9% -$363K 0.26% 35
2022
Q1 		$4.08M Sell
9,231
-401
-4% -$163K 0.24% 42
2021
Q4 		$3.42M Buy
+9,632
New +$3.33M 0.2% 49
2021
Q2 		– Sell
-8,600
Closed -$3.18M – 78
2021
Q1 		$3.18M Buy
8,600
+780
+10% +$268K 0.2% 51
2020
Q4 		$2.78M Buy
+7,820
New +$2.87M 0.2% 47

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

Summitry LLC's LMT Position: Q2 2026 in Review

Summitry LLC reduced its Lockheed Martin (LMT) stake by 16% in Q2 2026, selling an estimated $42.2K and leaving 422 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #320.

Summitry LLC first reported a position in LMT in Q4 2020 and has held it in 20 quarters since. The position peaked at $5.97M in Q2 2025. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Summitry LLC held 422 shares of Lockheed Martin worth $215K as of Q2 2026.
  • Summitry LLC sold 78 Lockheed Martin shares in Q2 2026, an estimated $42.2K.
  • Lockheed Martin made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #320 holding.
  • Summitry LLC first reported a position in Lockheed Martin in Q4 2020 and has held it in 20 quarters since.
  • Summitry LLC's Lockheed Martin position peaked at $5.97M in Q2 2025.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.