Summit Financial Strategies, Inc.

Position in LMT — Lockheed Martin Corp

CIK 1625246 Columbus, OH

Position in LMT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$338,790

-$75,821 QoQ

Shares Held

665

-3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#2,043

of 2,765 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Summit Financial Strategies, Inc. holds $886,255 across 3 Aerospace & Defense names. LMT ranks #1 (38.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	665	$338,790
2	GE	General Electric Co	837	$312,812
3	BA	Boeing Co	1,084	$234,653

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$338,790	665	-3.1%	Shares	Sole	2026-07-24
2026-03-31	$414,611	686	-6.7%	Shares	Sole	2026-05-01
2025-12-31	$355,497	735	+6.4%	Shares	Sole	2026-01-27
2025-09-30	$344,954	691	-5.9%	Shares	Sole	2025-10-22
2025-06-30	$339,944	734	+25.5%	Shares	Sole	2025-07-17
2025-03-31	$261,325	585	+8.7%	Shares	Sole	2025-05-12
2024-12-31	$261,435	538	+0.9%	Shares	Sole	2025-01-22
2024-09-30	$311,570	533	-10.9%	Shares	Sole	2024-10-16
2024-06-30	$279,325	598	0.0%	Shares	Sole	2024-07-19
2024-03-31	$272,012	598	-12.1%	Shares	Sole	2024-05-09
2023-12-31	$308,203	680	0.0%	Shares	Sole	2024-02-13
2023-09-30	$278,092	680	+21.4%	Shares	Sole	2023-10-24
2023-06-30	$257,812	560	+2.4%	Shares	Sole	2023-07-21
2023-03-31	$258,583	547	-12.5%	Shares	Sole	2023-04-21
2022-12-31	$304,056	625	-14.3%	Shares	Sole	2023-01-20
2022-09-30	$281,605	729	0.0%	Shares	Sole	2022-10-21
2022-06-30	$313,440	729	+18.7%	Shares	Sole	2022-07-25
2022-03-31	$271,019	614	-14.2%	Shares	Sole	2022-05-04
2021-12-31	$254,473	716	0.0%	Shares	Sole	2022-02-03
2021-09-30	$247,091	716	0.0%	Shares	Sole	2021-11-10
2021-06-30	$270,898	716	0.0%	Shares	Sole	2021-08-11
2021-03-31	$264,562	716	-14.9%	Shares	Sole	2021-05-11
2020-12-31	$298,538	841	+3.3%	Shares	Sole	2021-02-05
2020-09-30	$311,989	814	-2.4%	Shares	Sole	2020-11-16
2020-06-30	$304,343	834	+1.0%	Shares	Sole	2020-07-31
2020-03-31	$279,972	826	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.