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SummitTX Capital’s Lockheed Martin LMT Stock Holding History

SummitTX Capital’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 		$1.7M Sell
3,335
-18,086
-84% -$9.78M 0.04% 364
2026
Q1 		$12.9M Buy
+21,421
New +$13.2M 0.4% 41
2025
Q4 		– Sell
-5,911
Closed -$2.95M – 860
2025
Q3 		$2.95M Buy
5,911
+191
+3% +$86.7K 0.12% 188
2025
Q2 		$2.65M Buy
5,720
+3,179
+125% +$1.49M 0.11% 211
2025
Q1 		$1.14M Buy
+2,541
New +$1.17M 0.05% 375

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

SummitTX Capital's LMT Position: Q2 2026 in Review

SummitTX Capital reduced its Lockheed Martin (LMT) stake by 84% in Q2 2026, selling an estimated $9.78M and leaving 3,335 shares worth $1.7M. The position accounts for 0.04% of the portfolio, ranked #364.

SummitTX Capital first reported a position in LMT in Q1 2025 and has held it in 5 quarters since. The position peaked at $12.9M in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • SummitTX Capital held 3,335 shares of Lockheed Martin worth $1.7M as of Q2 2026.
  • SummitTX Capital sold 18,086 Lockheed Martin shares in Q2 2026, an estimated $9.78M.
  • Lockheed Martin made up 0.04% of SummitTX Capital's portfolio in Q2 2026, its #364 holding.
  • SummitTX Capital first reported a position in Lockheed Martin in Q1 2025 and has held it in 5 quarters since.
  • SummitTX Capital's Lockheed Martin position peaked at $12.9M in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.