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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
2023
Q4 		– Sell
-4,200
Closed -$1.72M – 367
2023
Q3 		$1.72M Buy
+4,200
New +$1.86M 0.03% 197

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

Phoenix Financial's LMT Position: Q2 2026 in Review

Phoenix Financial reduced its Lockheed Martin (LMT) stake by 50% in Q2 2026, selling an estimated $328K and leaving 600 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Phoenix Financial first reported a position in LMT in Q1 2020 and has held it in 12 quarters since. The position peaked at $3.5M in Q4 2023. 2,783 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Phoenix Financial held 600 shares of Lockheed Martin worth $305K as of Q2 2026.
  • Phoenix Financial sold 606 Lockheed Martin shares in Q2 2026, an estimated $328K.
  • Lockheed Martin made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #431 holding.
  • Phoenix Financial first reported a position in Lockheed Martin in Q1 2020 and has held it in 12 quarters since.
  • Phoenix Financial's Lockheed Martin position peaked at $3.5M in Q4 2023.
  • 2,783 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.