Summit Wealth Group, LLC
Position in LMT — Lockheed Martin Corp
CIK 1802865
WHITE RIVER JUNCTION, VT
Position in LMT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$287,844
-$59,680 QoQ
Shares Held
565
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,165
of 2,767 holders
Holding Since
Mar 2023
11 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 Wealth Group, LLC holds $1,788,559 across 4 Aerospace & Defense names. LMT ranks #4 (16.1% of the industry book) .
All Filings in LMT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,844 | 565 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $347,524 | 575 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $277,626 | 574 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $286,047 | 573 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $264,916 | 572 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $255,071 | 571 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $276,013 | 568 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $332,030 | 568 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $265,312 | 568 | Shares | Sole | 2024-07-31 | |
| 2023-06-30 | $212,695 | 462 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $103,220,595 | 218,350 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||