Curi RMB Capital’s Lockheed Martin LMT Stock Holding History

Curi RMB Capital’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	$4.5M	Sell	7,454 -6	-0.1%	-$3.7K	0.08%	226
2025 Q4	$3.61M	Buy	7,460 +2,463	+49%	+$1.18M	0.06%	255
2025 Q3	$2.49M	Sell	4,997 -830	-14%	-$377K	0.05%	302
2025 Q2	$2.7M	Buy	5,827 +849	+17%	+$397K	0.05%	285
2025 Q1	$2.22M	Sell	4,978 -522	-9%	-$240K	0.05%	262
2024 Q4	$2.67M	Sell	5,500 -637	-10%	-$347K	0.06%	239
2024 Q3	$3.59M	Buy	6,137 +799	+15%	+$429K	0.08%	215
2024 Q2	$2.49M	Sell	5,338 -112	-2%	-$51.8K	0.06%	246
2024 Q1	$2.48M	Buy	5,450 +3,149	+137%	+$1.38M	0.06%	250
2023 Q4	$1.04M	Sell	2,301 -19	-0.8%	-$8.42K	0.03%	284
2023 Q3	$949K	Buy	2,320 +14	+0.6%	+$6.21K	0.03%	282
2023 Q2	$1.06M	Buy	2,306 +21	+0.9%	+$9.75K	0.03%	280
2023 Q1	$1.08M	Sell	2,285 -49	-2%	-$23K	0.04%	274
2022 Q4	$1.14M	Sell	2,334 -352	-13%	-$164K	0.04%	263
2022 Q3	$1.04M	Buy	2,686 +410	+18%	+$171K	0.04%	277
2022 Q2	$978K	Sell	2,276 -2	-0.1%	-$878	0.03%	282
2022 Q1	$1.01M	Buy	2,278 +4	+0.2%	+$1.62K	0.03%	256
2021 Q4	$808K	Sell	2,274 -1,108	-33%	-$383K	0.02%	306
2021 Q3	$1.17M	Sell	3,382 -1,182	-26%	-$428K	0.04%	259
2021 Q2	$1.73M	Sell	4,564 -621	-12%	-$239K	0.06%	224
2021 Q1	$1.92M	Sell	5,185 -299	-5%	-$103K	0.07%	192
2020 Q4	$1.95M	Sell	5,484 -177	-3%	-$65.1K	0.07%	219
2020 Q3	$2.17M	Sell	5,661 -78	-1%	-$29.8K	0.09%	186
2020 Q2	$2.09M	Sell	5,739 -849	-13%	-$321K	0.09%	197
2020 Q1	$2.23M	Sell	6,588 -211	-3%	-$83K	0.11%	191
2019 Q4	$2.65M	Buy	6,799 +66	+1%	+$25.3K	0.07%	237
2019 Q3	$2.63M	Sell	6,733 -55	-0.8%	-$20.7K	0.07%	259
2019 Q2	$2.47M	Sell	6,788 -705	-9%	-$236K	0.06%	280
2019 Q1	$2.25M	Sell	7,493 -421	-5%	-$123K	0.06%	318
2018 Q4	$2.07M	Buy	7,914 +494	+7%	+$150K	0.05%	335
2018 Q3	$2.57M	Buy	7,420 +1,154	+18%	+$372K	0.06%	327
2018 Q2	$1.85M	Buy	6,266 +42	+0.7%	+$13.5K	0.04%	394
2018 Q1	$2.1M	Buy	6,224 +203	+3%	+$69.1K	0.05%	376
2017 Q4	$1.93M	Buy	6,021 +2,359	+64%	+$744K	0.05%	384
2017 Q3	$1.14M	Sell	3,662 -21	-0.6%	-$6.27K	0.03%	421
2017 Q2	$1.02M	Buy	3,683 +2,045	+125%	+$562K	0.03%	446
2017 Q1	$438K	Buy	1,638 +705	+76%	+$185K	0.02%	386
2016 Q4	$233K	Sell	933 -489	-34%	-$122K	0.01%	392
2016 Q3	$341K	Sell	1,422 -36	-2%	-$9.01K	0.02%	331
2016 Q2	$362K	Buy	1,458 +542	+59%	+$128K	0.02%	336
2016 Q1	$203K	Buy	+916	New	+$197K	0.01%	346

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Curi RMB Capital's LMT Position: Q1 2026 in Review

Curi RMB Capital reduced its Lockheed Martin (LMT) stake by 0.08% in Q1 2026, selling an estimated $3.7K and leaving 7,454 shares worth $4.5M. The position accounts for 0.08% of the portfolio, ranked #226.

Curi RMB Capital first reported a position in LMT in Q1 2016 and has held it in 41 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Curi RMB Capital held 7,454 shares of Lockheed Martin worth $4.5M as of Q1 2026.
Curi RMB Capital sold 6 Lockheed Martin shares in Q1 2026, an estimated $3.7K.
Lockheed Martin made up 0.08% of Curi RMB Capital's portfolio in Q1 2026, its #226 holding.
Curi RMB Capital first reported a position in Lockheed Martin in Q1 2016 and has held it in 41 quarters since.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.