Phoenix Wealth Advisors
LMT icon

Phoenix Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Phoenix Wealth Advisors’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
Q3 		$540K Hold
1,061
– – 0.17% 81
2026
Q2 		$540K Sell
1,061
-87
-8% -$47K 0.18% 80
2026
Q1 		$694K Buy
1,148
+1
+0.1% +$616 0.27% 67
2025
Q4 		$555K Hold
1,147
– – 0.21% 79
2025
Q3 		$573K Sell
1,147
-64
-5% -$29K 0.22% 78
2025
Q2 		$561K Sell
1,211
-10
-0.8% -$4.68K 0.23% 75
2025
Q1 		$545K Buy
1,221
+92
+8% +$42.3K 0.24% 76
2024
Q4 		$549K Sell
1,129
-28
-2% -$15.3K 0.24% 72
2024
Q3 		$676K Sell
1,157
-910
-44% -$489K 0.31% 64
2024
Q2 		$965K Sell
2,067
-365
-15% -$169K 0.48% 48
2024
Q1 		$1.11M Sell
2,432
-1,560
-39% -$684K 0.67% 39
2023
Q4 		$1.82M Sell
3,992
-349
-8% -$155K 1.27% 31
2023
Q3 		$1.78M Sell
4,341
-13
-0.3% -$5.77K 1.04% 30
2023
Q2 		$2M Sell
4,354
-323
-7% -$150K 1.17% 29
2023
Q1 		$2.21M Sell
4,677
-125
-3% -$58.6K 1.37% 23
2022
Q4 		$2.34M Sell
4,802
-122
-2% -$56.7K 1.4% 20
2022
Q3 		$1.9M Sell
4,924
-253
-5% -$106K 1.9% 21
2022
Q2 		$2.23M Buy
+5,177
New +$2.27M 2.19% 18
2022
Q1 		– Sell
-5,486
Closed -$1.95M – 114
2021
Q4 		$1.95M Sell
5,486
-381
-6% -$132K 1.47% 25
2021
Q3 		$2.02M Buy
5,867
+109
+2% +$39.4K 1.51% 25
2021
Q2 		$2.18M Buy
5,758
+93
+2% +$35.8K 1.57% 22
2021
Q1 		$2.1M Buy
5,665
+269
+5% +$92.3K 1.63% 24
2020
Q4 		$1.92M Buy
+5,396
New +$1.98M 1.45% 27

Other funds holding LMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Phoenix Wealth Advisors's LMT Position: Q3 2026 in Review

Phoenix Wealth Advisors held its Lockheed Martin (LMT) position steady in Q3 2026 at 1,061 shares worth $540K. The position accounts for 0.17% of the portfolio, ranked #81.

Phoenix Wealth Advisors first reported a position in LMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.34M in Q4 2022. 1,795 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Phoenix Wealth Advisors held 1,061 shares of Lockheed Martin worth $540K as of Q3 2026.
  • Phoenix Wealth Advisors left its Lockheed Martin share count unchanged in Q3 2026.
  • Lockheed Martin made up 0.17% of Phoenix Wealth Advisors's portfolio in Q3 2026, its #81 holding.
  • Phoenix Wealth Advisors first reported a position in Lockheed Martin in Q4 2020 and has held it in 23 quarters since.
  • Phoenix Wealth Advisors's Lockheed Martin position peaked at $2.34M in Q4 2022.
  • 1,795 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.