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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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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.