Phoenix Financial’s Lockheed Martin LMT Stock Holding History

Phoenix Financial’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 Q1	$728K	Buy	1,206 +186	+18%	+$115K	0.01%	260
2025 Q4	$493K	Sell	1,020 -25	-2%	-$12K	0.01%	304
2025 Q3	$522K	Buy	+1,045	New	+$474K	0.01%	290
2024 Q4	–	Sell	-364	Closed	-$213K	–	386
2024 Q3	$213K	Buy	+364	New	+$195K	﹤0.01%	335
2024 Q2	–	Sell	-7,590	Closed	-$3.45M	–	404
2024 Q1	$3.45M	Buy	7,590 +719	+10%	+$315K	0.05%	159
2023 Q4	$3.5M	Sell	6,871 -339	-5%	-$150K	0.06%	147
2023 Q3	$2.95M	Sell	7,210 -107	-1%	-$47.5K	0.05%	156
2023 Q2	$3.37M	Buy	7,317 +4,650	+174%	+$2.16M	0.07%	118
2023 Q1	$1.26M	Buy	+2,667	New	+$1.25M	0.03%	178
2020 Q4	–	Sell	-2,893	Closed	-$1.06M	–	399
2020 Q3	$1.06M	Buy	+2,893	New	+$1.1M	0.04%	191
2020 Q2	–	Sell	-1,154	Closed	-$379K	–	342
2020 Q1	$379K	Buy	+1,154	New	+$454K	0.02%	253

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Phoenix Financial's LMT Position: Q1 2026 in Review

Phoenix Financial increased its Lockheed Martin (LMT) stake by 18% in Q1 2026, buying an estimated $115K and bringing the position to 1,206 shares worth $728K. The position accounts for 0.01% of the portfolio, ranked #260.

Phoenix Financial first reported a position in LMT in Q1 2020 and has held it in 11 quarters since. The position peaked at $3.5M in Q4 2023. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Phoenix Financial held 1,206 shares of Lockheed Martin worth $728K as of Q1 2026.
Phoenix Financial bought 186 Lockheed Martin shares in Q1 2026, an estimated $115K.
Lockheed Martin made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #260 holding.
Phoenix Financial first reported a position in Lockheed Martin in Q1 2020 and has held it in 11 quarters since.
Phoenix Financial's Lockheed Martin position peaked at $3.5M in Q4 2023.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.