Position in LMT
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$728,894
+$235,551 QoQ
Shares Held
1,206
+18.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Phoenix Financial Ltd. holds $253,167,060 across 17 Aerospace & Defense names. LMT ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESLT |
Elbit Systems Ltd
|
251,137 | $213,237,915 | |
| 2 | FLY |
Firefly Aerospace Inc.
|
660,060 | $18,791,907 | |
| 3 | TATT |
Tat Technologies Ltd
|
251,246 | $10,208,124 | |
| 4 | BA |
Boeing Co
|
24,581 | $4,892,356 | |
| 5 | GE |
General Electric Co
|
5,196 | $1,474,468 | |
| 6 | RTX |
RTX Corp
|
3,876 | $747,680 | |
| 7 | LMT |
Lockheed Martin Corp
This page
|
1,206 | $728,894 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
752 | $513,044 |
All Filings in LMT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $728,894 | 1,206 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $493,343 | 1,020 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $521,674 | 1,045 | Shares | Defined | 2025-11-13 | |
| 2024-09-30 | $212,779 | 364 | Shares | Defined | 2024-11-05 | |
| 2024-03-31 | $3,452,462 | 7,590 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,114,211 | 6,871 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,948,601 | 7,210 | Shares | Sole | 2023-12-04 | |
| 2023-06-30 | $3,368,599 | 7,317 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,260,770 | 2,667 | Shares | Sole | 2023-05-11 | |
| 2020-09-30 | $1,108,829 | 2,893 | Shares | Defined | 2020-11-10 | |
| 2020-03-31 | $391,148 | 1,154 | Shares | Defined | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||