In the grand theatre of capital, where fortunes pirouette like clockwork automatons, Summit Financial Wealth Advisors has cast its lot with the aerospace leviathan Lockheed Martin (LMT). As revealed in a September 29, 2025 filing to the Securities and Exchange Commission-a document as dry as the bones of Bureaucracy himself-the firm acquired 12,393 shares valued at $5.74 million. A modest offering, yet one that hums with the quiet menace of a theremin in a silent room.
The Tale of the Contractual Phoenix
Lockheed Martin, that eternal bird of steel reborn from the ashes of endless contracts, now finds itself perched in Summit’s portfolio like a gargoyle surveying a cathedral. The shares, purchased during the quarter ended June 30, 2025, represent 1.0295% of the fund’s 13F assets-a feather in the cap, but not the crown. The company’s own plumage shimmers with $71.84 billion in trailing revenue and a dividend yield of 2.66%, though its stock price slumps 19.7% below its 52-week zenith. A paradox: a firm both indispensable and vulnerable, like a knight clad in armor with a chink at the throat.
The Alchemists’ Calculations
Summit’s holdings read like a necromancer’s grimoire: SCHD ($53.05 million), VUG ($49.21 million), and other arcane sigils of modern finance. Yet Lockheed’s inclusion whispers of deeper machinations. The stock, down 15.58% year-over-year, trails the S&P 500 by nearly thirty points-a performance that might make even the devil himself raise an eyebrow during his quarterly audit of damned souls.
A Kingdom of Steel and Contracts
| Metric | Value |
|---|---|
| Revenue (TTM) | $71.84 billion |
| Net Income (TTM) | $4.20 billion |
| Dividend Yield | 2.71% |
| Price (as of market close September 29, 2025) | $491.98 |
The Eternal Bargain
Lockheed’s dominion stretches across four fiefdoms: Aeronautics, Missiles and Fire Control, Rotary and Mission Systems, and Space. Its realm is governed by the whims of governments-capricious overlords who fund miracles of engineering while demanding blood sacrifices in the form of quarterly earnings. The company’s spacecraft contracts with NASA and lunar lander deals with Blue Origin are gambles in a celestial lottery, their returns as uncertain as Mephistopheles’ ledger.
The Devil’s Dialogue
The bulls chant: “Government contracts are eternal!” The bears hiss: “Alliances shift like desert sands!” And in the middle stands Lockheed, a figure of tragicomic grandeur, building both the weapons and the satellites that watch the world burn. Its balance sheet is a fortress, yet its soul remains for sale to the highest bidder-a paradox straight from the pages of *The Master and Margarita*.
Glossary of Sorcery
13F assets under management: The sorcerer’s ledger filed with the SEC.
Position: A conjured quantity of financial phantoms held by a fund.
Trailing twelve months (TTM): A backward glance through a broken kaleidoscope.
Foreign military sales programs: Alchemy where treaties become treasuries.
Mission-critical: The line between salvation and damnation.
Thus the dance continues, a waltz of capital and steel, where even angels dare not tread. 🌑
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2025-09-30 23:26