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Roehl & Yi Investment Advisors’s Lockheed Martin LMT Stock Holding History

Roehl & Yi Investment 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 		– Sell
-1,075
Closed -$520K – 187
2025
Q4 		$520K Sell
1,075
-76
-7% -$36.4K 0.21% 94
2025
Q3 		$575K Sell
1,151
-95
-8% -$43.1K 0.25% 84
2025
Q2 		$577K Buy
1,246
+5
+0.4% +$2.34K 0.3% 79
2025
Q1 		$554K Sell
1,241
-4
-0.3% -$1.84K 0.3% 81
2024
Q4 		$605K Buy
+1,245
New +$679K 0.33% 74

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Roehl & Yi Investment Advisors's LMT Position: Q1 2026 in Review

Roehl & Yi Investment Advisors sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 1,075 shares — an estimated $520K sold.

Roehl & Yi Investment Advisors first reported a position in LMT in Q4 2024 and held it in 5 quarters. The position peaked at $605K in Q4 2024. 2,928 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Roehl & Yi Investment Advisors reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 1,075 Lockheed Martin shares in Q1 2026, an estimated $520K.
  • Roehl & Yi Investment Advisors first reported a position in Lockheed Martin in Q4 2024 and held it in 5 quarters.
  • Roehl & Yi Investment Advisors's Lockheed Martin position peaked at $605K in Q4 2024.
  • 2,928 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.