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.
| 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 |
| 2024 Q3 | REDUCED | 9,544 | -150 | -1.5% | 0.27% | $5.6M | $561.32 |
| 2024 Q2 | ADDED | 9,694 | +26 | +0.3% | 0.23% | $4.5M | $446.05 |
| 2024 Q1 | REDUCED | 9,668 | -216 | -2.2% | 0.23% | $4.4M | $431.46 |
| 2023 Q4 | ADDED | 9,884 | +431 | +4.6% | 0.26% | $4.5M | $426.78 |
| 2023 Q3 | ADDED | 9,453 | +190 | +2.1% | 0.25% | $3.9M | $382.36 |
| 2023 Q2 | ADDED | 9,263 | +135 | +1.5% | 0.27% | $4.3M | $427.58 |
As of 2025 Q4 — sorted by position size