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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
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 $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

ROI Financial Advisors's LMT Position: Q1 2026 in Review

ROI Financial Advisors increased its Lockheed Martin (LMT) stake by 0.62% in Q1 2026, buying an estimated $8.01K and bringing the position to 2,123 shares worth $1.28M. The position accounts for 0.77% of the portfolio, ranked #31.

ROI Financial Advisors first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.78M in Q3 2024. 2,911 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • ROI Financial Advisors held 2,123 shares of Lockheed Martin worth $1.28M as of Q1 2026.
  • ROI Financial Advisors bought 13 Lockheed Martin shares in Q1 2026, an estimated $8.01K.
  • Lockheed Martin made up 0.77% of ROI Financial Advisors's portfolio in Q1 2026, its #31 holding.
  • ROI Financial Advisors first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
  • ROI Financial Advisors's Lockheed Martin position peaked at $1.78M in Q3 2024.
  • 2,911 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.