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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
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

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 Wealth Advisors's LMT Position: Q1 2026 in Review

Phoenix Wealth Advisors increased its Lockheed Martin (LMT) stake by 0.09% in Q1 2026, buying an estimated $616 and bringing the position to 1,148 shares worth $694K. The position accounts for 0.27% of the portfolio, ranked #67.

Phoenix Wealth Advisors first reported a position in LMT in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.34M in Q4 2022. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Phoenix Wealth Advisors held 1,148 shares of Lockheed Martin worth $694K as of Q1 2026.
  • Phoenix Wealth Advisors bought 1 Lockheed Martin share in Q1 2026, an estimated $616.
  • Lockheed Martin made up 0.27% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #67 holding.
  • Phoenix Wealth Advisors first reported a position in Lockheed Martin in Q4 2020 and has held it in 21 quarters since.
  • Phoenix Wealth Advisors's Lockheed Martin position peaked at $2.34M in Q4 2022.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.