CWP
LMT icon

Curated Wealth Partners’s Lockheed Martin LMT Stock Holding History

Curated Wealth Partners’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 		$708K Buy
79,817
+79,190
+12,630% +$42.8M 0.09% 199
2026
Q1 		$379K Buy
627
+158
+34% +$97.3K 0.05% 131
2025
Q4 		$227K Sell
469
-32
-6% -$15.3K 0.02% 182
2025
Q3 		$250K Sell
501
-35
-7% -$15.9K 0.03% 133
2025
Q2 		$248K Sell
536
-4
-0.7% -$1.87K 0.03% 140
2025
Q1 		$241K Buy
+540
New +$249K 0.03% 138
2024
Q4 		– Sell
-377
Closed -$220K – 147
2024
Q3 		$220K Buy
+377
New +$202K 0.03% 124

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Curated Wealth Partners's LMT Position: Q2 2026 in Review

Curated Wealth Partners increased its Lockheed Martin (LMT) stake by 12,630% in Q2 2026, buying an estimated $42.8M and bringing the position to 79,817 shares worth $708K. The position accounts for 0.09% of the portfolio, ranked #199.

Curated Wealth Partners first reported a position in LMT in Q3 2024 and has held it in 7 quarters since. 1,006 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Curated Wealth Partners held 79,817 shares of Lockheed Martin worth $708K as of Q2 2026.
  • Curated Wealth Partners bought 79,190 Lockheed Martin shares in Q2 2026, an estimated $42.8M.
  • Lockheed Martin made up 0.09% of Curated Wealth Partners's portfolio in Q2 2026, its #199 holding.
  • Curated Wealth Partners first reported a position in Lockheed Martin in Q3 2024 and has held it in 7 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.