Position in LMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,699,049
-$11,247,589 QoQ
Shares Held
3,335
-84.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,040
of 2,780 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026SummitTX Capital, L.P. holds $34,213,359 across 20 Aerospace & Defense names. LMT ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXON |
Axon Enterprise, Inc.
|
14,912 | $8,359,816 | |
| 2 | HWM |
Howmet Aerospace Inc.
|
24,483 | $6,582,499 | |
| 3 | TDG |
TransDigm Group INC
|
2,268 | $3,021,066 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
5,182 | $2,639,244 | |
| 5 | SARO |
StandardAero, Inc.
|
63,417 | $1,896,802 | |
| 6 | LMT |
Lockheed Martin Corp
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|
3,335 | $1,699,049 | |
| 7 | GE |
General Electric Co
|
4,159 | $1,554,343 | |
| 8 | LOAR |
Loar Holdings Inc.
|
19,042 | $1,534,975 |
All Filings in LMT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,699,049 | 3,335 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,946,638 | 21,421 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $2,950,830 | 5,911 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,649,160 | 5,720 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,135,090 | 2,541 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||