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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 		$365K Buy
716
+89
+14% +$48.1K 0.04% 143
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

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

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

Curated Wealth Partners increased its Lockheed Martin (LMT) stake by 14% in Q2 2026, buying an estimated $48.1K and bringing the position to 716 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #143.

Curated Wealth Partners first reported a position in LMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $379K in Q1 2026. 2,779 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Curated Wealth Partners held 716 shares of Lockheed Martin worth $365K as of Q2 2026.
  • Curated Wealth Partners bought 89 Lockheed Martin shares in Q2 2026, an estimated $48.1K.
  • Lockheed Martin made up 0.04% of Curated Wealth Partners's portfolio in Q2 2026, its #143 holding.
  • Curated Wealth Partners first reported a position in Lockheed Martin in Q3 2024 and has held it in 7 quarters since.
  • Curated Wealth Partners's Lockheed Martin position peaked at $379K in Q1 2026.
  • 2,779 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.