LMT — LOCKHEED MARTIN CORP

Ownership history in SUMMITRY LLC · 18 quarters on record

This page tracks every 13F SEC filing in which SUMMITRY LLC reported a position in LOCKHEED MARTIN CORP (LMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

0.31% (2022 Q4)

Avg. % of fund

0.24%

First filed

2020 Q4

Last filed

2025 Q3

Quarters held

18

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q3	REDUCED	451	-12,442	-96.5%	0.01%	$225K	$492.85
2025 Q2	ADDED	12,893	+1,403	+12.2%	0.27%	$6.0M	$453.93
2025 Q1	ADDED	11,490	+1,285	+12.6%	0.26%	$5.1M	$434.83
2024 Q4	ADDED	10,205	+661	+6.9%	0.24%	$5.0M	$469.55

% of Fund (quarterly) LMT price (monthly, adj. close)

Other funds also holding LMT

As of 2025 Q4 — sorted by position size

Spectrum Financial Alliance Ltd LLC 3Y 7Y 9.46% Sunriver Management LLC 3Y 7Y 6.56% Belfer Management LLC 3Y 7Y 6.35% Campion Asset Management 3Y 5.84% Old West Investment Management, LLC 3Y 7Y 4.63% Corundum Group, Inc. 3Y 7Y 4.18% Founders Capital Management 3Y 7Y 3.69% Paradiem, LLC 3Y 3.68% Werlinich Asset Management, LLC 3.66% Minneapolis Portfolio Management Group, LLC 3Y 7Y 3.6%

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