Summit Global Investments

Position in LMT — Lockheed Martin Corp

CIK 1697953 BOUNTIFUL, UT

Position in LMT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,247,228

-$209,012 QoQ

Shares Held

4,411

+8.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#909

of 2,765 holders

Holding Since

Mar 2020

26 quarters on record

Industrials · as of Jun 30, 2026

Summit Global Investments holds $5,905,983 across 7 Aerospace & Defense names. LMT ranks #1 (38.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp This page	4,411	$2,247,228
2	GE	General Electric Co	2,902	$1,084,564
3	RTX	RTX Corp	4,303	$816,408
4	BA	Boeing Co	3,048	$659,800
5	LHX	L3harris Technologies, Inc. /De/	1,525	$443,149
6	HONA	Honeywell Aerospace Inc.	1,592	$351,959
7	GD	General Dynamics Corp	855	$302,875

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,247,228	4,411	+8.5%	Shares	Sole	2026-08-03
2026-03-31	$2,456,240	4,064	-41.8%	Shares	Sole	2026-05-07
2025-12-31	$3,375,532	6,979	+6.6%	Shares	Sole	2026-02-18
2025-09-30	$3,266,830	6,544	-77.0%	Shares	Sole	2025-11-03
2025-06-30	$13,152,249	28,398	+41.1%	Shares	Sole	2025-08-12
2025-03-31	$8,988,698	20,122	+19.8%	Shares	Sole	2025-04-07
2024-12-31	$8,163,306	16,799	+2.5%	Shares	Sole	2025-02-11
2024-09-30	$9,579,769	16,388	-5.4%	Shares	Sole	2024-10-31
2024-06-30	$8,088,770	17,317	-37.5%	Shares	Sole	2024-07-22
2024-03-31	$12,601,718	27,704	+73.4%	Shares	Sole	2024-04-29
2023-12-31	$7,239,602	15,973	+15.7%	Shares	Sole	2024-02-06
2023-09-30	$5,646,101	13,806	+133.4%	Shares	Sole	2023-10-16
2023-06-30	$2,722,687	5,914	+50.4%	Shares	Sole	2023-07-19
2023-03-31	$1,858,301	3,931	-68.9%	Shares	Sole	2023-05-04
2022-12-31	$6,153,612	12,649	+0.6%	Shares	Sole	2023-01-31
2022-09-30	$4,857,210	12,574	+29.9%	Shares	Sole	2022-11-14
2022-06-30	$4,161,582	9,679	-22.1%	Shares	Sole	2022-08-23
2022-03-31	$5,484,836	12,426	+286.3%	Shares	Sole	2022-04-29
2021-12-31	$1,143,353	3,217	-35.6%	Shares	Sole	2022-02-14
2021-09-30	$1,723,429	4,994	+55.6%	Shares	Sole	2021-11-08
2021-06-30	$1,214,125	3,209	-17.6%	Shares	Sole	2022-01-28
2021-03-31	$1,439,202	3,895	+9.6%	Shares	Sole	2022-01-27
2020-12-31	$1,261,953	3,555	+27.9%	Shares	Sole	2021-02-11
2020-09-30	$1,065,518	2,780	-55.1%	Shares	Sole	2020-11-16
2020-06-30	$2,258,124	6,188	-36.6%	Shares	Sole	2020-08-11
2020-03-31	$3,307,135	9,757	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.