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Lockheed Martin Corporation shares owned by Summit Financial Strategies

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

Historical chart of Summit Financial Strategies investment in Lockheed Martin Corporation

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All positions including Lockheed Martin Corporation held by Summit Financial Strategies 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 Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $272k 598 454.87
2023-09-30 $278k 680 408.96
2023-06-30 $258k 560 460.38
2023-03-31 $259k 547 472.73
2022-12-31 $304k 625 486.49
2022-09-30 $282k 729 386.83
2022-06-30 $313k 729 429.36
2022-03-31 $271k 614 441.37
2021-12-31 $254k 716 354.75
2021-09-30 $247k 716 344.97
2021-06-30 $271k 716 378.49
2021-03-31 $265k 716 370.11
2020-12-31 $299k 841 355.53
2020-09-30 $312k 814 383.29
2020-06-30 $304k 834 364.51
2020-03-31 $280k 826 338.98
2019-12-31 $317k 814 389.43
2019-09-30 $342k 876 390.41
2019-06-30 $318k 876 363.01
2019-03-31 $291k 969 300.31
2018-12-31 $248k 946 262.16
2018-09-30 $333k 963 345.79
2018-06-30 $309k 1.0k 295.41
2018-03-31 $296k 876 337.90
2017-12-31 $281k 876 320.78
2017-09-30 $272k 876 310.50
2017-06-30 $243k 876 277.40
2017-03-31 $234k 876 267.12
2016-12-31 $229k 917 249.73
2016-09-30 $220k 917 239.91
2016-06-30 $228k 917 248.64
2016-03-31 $203k 917 221.37
2015-12-31 $596k 2.7k 217.20
2015-09-30 $569k 2.7k 207.36
2015-06-30 $1.9M 10k 185.88

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Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)

View all positions for Summit Financial Strategies

Top funds holding Lockheed Martin Corporation

Vanguard Group
BlackRock
Charles Schwab Investment Management
Morgan Stanley
Geode Capital Management
Bank of America Corporation
FMR
Wellington Management Company
Franklin Resources
Wells Fargo & Company
Northern Trust
Royal Bank of Canada
Ameriprise Financial
Bank of New York Mellon
UBS Group

View all funds holding Lockheed Martin Corporation