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Lockheed Martin Corporation shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Lockheed Martin Corporation (LMT) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in Lockheed Martin Corporation

Tip: Access up to 7 years of quarterly data

All positions including Lockheed Martin Corporation held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lockheed Martin Corporation by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.6M 13k 499.00
2015-09-30 $19k 92 206.52
2015-06-30 $17k 92 184.78
2015-03-31 $18k 92 195.65
2014-12-31 $18k 92 195.65

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Spdr Series Trust Portfolio Crport (SPBO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Pimco Etf Tr Ultra Short Govt (BILZ)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core S&p Scp Etf (IJR)
Raytheon Technologies Corp (RTX)
Vanguard Index Fds Total Stk Mkt (VTI)
Alps Etf Tr Alerian Mlp (AMLP)
3M Company (MMM)
Valero Energy Corporation (VLO)
Cummins (CMI)

View all positions for Summit Financial Wealth Advisors

Top funds holding Lockheed Martin Corporation

State Street Corporation
Vanguard Group
BlackRock
Charles Schwab Investment Management
Morgan Stanley
Geode Capital Management
Capital World Investors
Citadel Advisors
Susquehanna International
Wellington Management Company
FMR
Invesco
Northern Trust
UBS Group
Royal Bank of Canada

View all funds holding Lockheed Martin Corporation