Skip to main content
Livermore
Livermore
ZHEN

Phoenix Wealth Advisors

SEC CIK
0001842362
Latest filing
Jul 31, 2026

LMT holding history

Lockheed Martin Corp in every 13F filed by Phoenix Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LMT overviewAll 13F holders of LMTFull Q2 2026 holdings

Shares (Q2 2026)
1,061
Value
$540.4K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of LMT by Phoenix Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,061$540.4K0.2%−87−7.6%ReducedHolders
Q1 20261,148$693.6K0.3%+1+0.1%AddedHolders
Q4 20251,147$555.0K0.2%00.0%UnchangedHolders
Q3 20251,147$572.8K0.2%−64−5.3%ReducedHolders
Q2 20251,211$561.0K0.2%−10−0.8%ReducedHolders
Q1 20251,221$545.5K0.2%+92+8.1%AddedHolders
Q4 20241,129$548.6K0.2%−28−2.4%ReducedHolders
Q3 20241,157$676.3K0.3%−910−44.0%ReducedHolders
Q2 20242,067$965.5K0.5%−365−15.0%ReducedHolders
Q1 20242,432$1.11M0.7%−1,560−39.1%ReducedHolders
Q4 20233,992$1.82M1.3%−349−8.0%ReducedHolders
Q3 20234,341$1.78M1.0%−13−0.3%ReducedHolders
Q2 20234,354$2.00M1.2%−323−6.9%ReducedHolders
Q1 20234,677$2.21M1.4%−125−2.6%ReducedHolders
Q4 20224,802$2.34M1.4%−122−2.5%ReducedHolders
Q3 20224,924$1.90M1.9%−253−4.9%ReducedHolders
Q2 20225,177$2.23M2.2%+5,177NewHolders
Q1 20220$00.0%−5,486−100.0%Sold outHolders
Q4 20215,486$1.95M1.5%−381−6.5%ReducedHolders
Q3 20215,867$2.02M1.5%+109+1.9%AddedHolders
Q2 20215,758$2.18M1.6%+93+1.6%AddedHolders
Q1 20215,665$2.10M1.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.