Position in LMT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,953,339
-$413,113 QoQ
Shares Held
5,797
+4.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#795
of 2,765 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Summit Financial, LLC holds $65,396,148 across 23 Aerospace & Defense names. LMT ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
72,544 | $15,703,599 | |
| 2 | GE |
General Electric Co
|
26,872 | $10,042,872 | |
| 3 | RTX |
RTX Corp
|
46,509 | $8,824,152 | |
| 4 | EMBJ |
Embraer S.A.
|
79,380 | $5,064,444 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
27,493 | $4,697,453 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
13,417 | $2,966,230 | |
| 7 | LMT |
Lockheed Martin Corp
This page
|
5,797 | $2,953,339 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
5,547 | $2,825,142 |
All Filings in LMT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,953,339 | 5,797 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,366,452 | 5,570 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,515,567 | 5,201 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,788,087 | 5,585 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,269,849 | 4,901 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,132,146 | 4,773 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,363,126 | 4,863 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,641,626 | 4,519 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,618,968 | 3,466 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,118,070 | 2,458 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $808,580 | 1,784 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,580,630 | 3,865 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $791,393 | 1,719 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $715,713 | 1,514 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $873,249 | 1,795 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,227,629 | 3,178 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,669,104 | 3,882 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,871,977 | 4,241 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,390,008 | 3,911 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,012,523 | 2,934 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $759,348 | 2,007 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||