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ROI Financial Advisors’s Lockheed Martin LMT Stock Holding History

ROI Financial 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
Q2 		$1.04M Sell
2,042
-81
-4% -$43.8K 0.54% 38
2026
Q1 		$1.28M Buy
2,123
+13
+0.6% +$8.01K 0.77% 31
2025
Q4 		$1.02M Sell
2,110
-396
-16% -$190K 0.59% 35
2025
Q3 		$1.25M Sell
2,506
-274
-10% -$124K 0.75% 31
2025
Q2 		$1.29M Sell
2,780
-106
-4% -$49.6K 0.82% 29
2025
Q1 		$1.29M Sell
2,886
-241
-8% -$111K 0.94% 28
2024
Q4 		$1.52M Buy
3,127
+90
+3% +$49.1K 1.03% 25
2024
Q3 		$1.78M Buy
3,037
+247
+9% +$133K 1.23% 22
2024
Q2 		$1.3M Buy
2,790
+8
+0.3% +$3.7K 0.95% 25
2024
Q1 		$1.26M Sell
2,782
-68
-2% -$29.8K 0.99% 26
2023
Q4 		$1.29M Buy
+2,850
New +$1.26M 1.07% 28

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

ROI Financial Advisors's LMT Position: Q2 2026 in Review

ROI Financial Advisors reduced its Lockheed Martin (LMT) stake by 3.8% in Q2 2026, selling an estimated $43.8K and leaving 2,042 shares worth $1.04M. The position accounts for 0.54% of the portfolio, ranked #38.

ROI Financial Advisors first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.78M in Q3 2024. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • ROI Financial Advisors held 2,042 shares of Lockheed Martin worth $1.04M as of Q2 2026.
  • ROI Financial Advisors sold 81 Lockheed Martin shares in Q2 2026, an estimated $43.8K.
  • Lockheed Martin made up 0.54% of ROI Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • ROI Financial Advisors first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • ROI Financial Advisors's Lockheed Martin position peaked at $1.78M in Q3 2024.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.