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Lockheed Martin Corporation shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Lockheed Martin Corporation (LMT) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Lockheed Martin Corporation

Tip: Access up to 7 years of quarterly data

All positions including Lockheed Martin Corporation held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lockheed Martin Corporation by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $481k 994 483.67
2025-09-30 $236k 576 408.91
2025-06-30 $431k 931 463.23

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Lockheed Martin Corporation

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

View all funds holding Lockheed Martin Corporation