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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
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 $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

SummitTX Capital's LMT Position: Q1 2026 in Review

SummitTX Capital opened a new position in Lockheed Martin (LMT) in Q1 2026: 21,421 shares worth $12.9M. The stake represents 0.4% of the portfolio and ranks #41 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in LMT as recently as Q3 2025.

SummitTX Capital first reported a position in LMT in Q1 2025 and has held it in 4 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • SummitTX Capital held 21,421 shares of Lockheed Martin worth $12.9M as of Q1 2026.
  • Lockheed Martin was a new SummitTX Capital position in Q1 2026.
  • Lockheed Martin made up 0.4% of SummitTX Capital's portfolio in Q1 2026, its #41 holding.
  • SummitTX Capital first reported a position in Lockheed Martin in Q1 2025 and has held it in 4 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.