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Phillips Wealth Planners’s Lockheed Martin LMT Stock Holding History

Phillips Wealth Planners’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$264K Buy
+493
New +$267K 0.19% 171
2023
Q3 		– Sell
-480
Closed -$221K – 151
2023
Q2 		$221K Sell
480
-67
-12% -$31.1K 0.29% 131
2023
Q1 		$257K Sell
547
-16
-3% -$7.5K 0.34% 112
2022
Q4 		$271K Buy
+563
New +$262K 0.47% 81

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Phillips Wealth Planners's LMT Position: Q2 2026 in Review

Phillips Wealth Planners opened a new position in Lockheed Martin (LMT) in Q2 2026: 493 shares worth $264K. The stake represents 0.19% of the portfolio and ranks #171 among its holdings. This is a return to the name: Phillips Wealth Planners previously reported a position in LMT as recently as Q2 2023.

Phillips Wealth Planners first reported a position in LMT in Q4 2022 and has held it in 4 quarters since. The position peaked at $271K in Q4 2022. 2,783 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Phillips Wealth Planners held 493 shares of Lockheed Martin worth $264K as of Q2 2026.
  • Lockheed Martin was a new Phillips Wealth Planners position in Q2 2026.
  • Lockheed Martin made up 0.19% of Phillips Wealth Planners's portfolio in Q2 2026, its #171 holding.
  • Phillips Wealth Planners first reported a position in Lockheed Martin in Q4 2022 and has held it in 4 quarters since.
  • Phillips Wealth Planners's Lockheed Martin position peaked at $271K in Q4 2022.
  • 2,783 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.