SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in LMT — Lockheed Martin Corp
CIK 1531593
NEW YORK, NY
Position in LMT
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$19,944
-$658,645 QoQ
Shares Held
33
-97.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Derivatives in LMT
reported options exposure · as of Sep 30, 2022CallValue
$0
CallShares
0
PutValue
$618,064
PutShares
1,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026SUMMIT SECURITIES GROUP LLC holds $432,541 across 11 Aerospace & Defense names. LMT ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
1,259 | $250,578 | |
| 2 | GE |
General Electric Co
|
172 | $48,808 | |
| 3 | RTX |
RTX Corp
|
221 | $42,630 | |
| 4 | LMT |
Lockheed Martin Corp
This page
|
33 | $19,944 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
66 | $15,210 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
22 | $15,009 | |
| 7 | GD |
General Dynamics Corp
|
42 | $14,415 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
31 | $10,699 |
All Filings in LMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,944 | 33 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $678,589 | 1,403 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,622,849 | 5,254 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $713,698 | 1,541 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $680,316 | 1,400 | Shares | Sole | 2025-02-12 | |
| 2023-12-31 | $861,156 | 1,900 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $245,376 | 600 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $413,421 | 898 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $540,803 | 1,144 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,187,482 | 6,552 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,356,369 | 6,100 | Shares | Sole | 2022-11-02 | |
| 2022-09-30 | $618,064 | 1,600 | Put | Sole | 2022-11-02 | |
| 2022-06-30 | $2,405,196 | 5,594 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,058,918 | 2,399 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,786,290 | 5,026 | Shares | Sole | 2022-01-18 | |
| 2021-12-31 | $213,246 | 600 | Put | Sole | 2022-01-18 | |
| 2021-09-30 | $1,794,520 | 5,200 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,684,414 | 4,452 | Shares | Sole | 2021-07-19 | |
| 2021-06-30 | $5,296 | 14 | Call | Sole | 2021-07-19 | |
| 2021-03-31 | $1,995,300 | 5,400 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,200,876 | 6,200 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $459,936 | 1,200 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $3,649 | 10 | Call | Sole | 2020-08-06 | |
| 2020-06-30 | $1,277,220 | 3,500 | Shares | Sole | 2020-08-06 | |
| 2020-06-30 | $3,649 | 10 | Put | Sole | 2020-08-06 | |
| 2020-03-31 | $1,152,430 | 3,400 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||