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Disclosery

Summit Global Investments: LMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Global Investments on LMT, newest first. How the timeline and the estimate are built.

Summit Global Investments held 4,411 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,411 shares
    Change vs previous 13F +347 shares

    0.12% of the 13F portfolio, value $2,247,000.

    13F-HR 0001697953-26-000006 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,064 shares
    Change vs previous 13F -2,915 shares

    0.14% of the 13F portfolio, value $2,457,000.

    13F-HR 0001697953-26-000005 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,979 shares
    Change vs previous 13F +435 shares

    0.2% of the 13F portfolio, value $3,375,000.

    13F-HR 0001697953-26-000004 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,544 shares
    Change vs previous 13F -21,854 shares

    0.19% of the 13F portfolio, value $3,267,000.

    13F-HR 0001697953-25-000008 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 28,398 shares
    Change vs previous 13F +8,276 shares

    0.78% of the 13F portfolio, value $13,152,000.

    13F-HR 0001697953-25-000007 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,122 shares
    Change vs previous 13F +3,323 shares

    0.65% of the 13F portfolio, value $8,989,000.

    13F-HR 0001697953-25-000003 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,799 shares
    Change vs previous 13F +411 shares

    0.51% of the 13F portfolio, value $8,163,000.

    13F-HR 0001697953-25-000001 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 16,388 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $9,580,000.

    13F-HR 0001697953-24-000005 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).