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Curi Wealth Management’s Lockheed Martin LMT Stock Holding History

Curi Wealth Management’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
2024
Q1 		– Sell
-3,204
Closed -$1.45M – 81
2023
Q4 		$1.45M Buy
3,204
+18
+0.6% +$7.97K 0.2% 55
2023
Q3 		$1.3M Sell
3,186
-84
-3% -$37.3K 0.2% 58
2023
Q2 		$1.51M Sell
3,270
-87
-3% -$40.4K 0.2% 54
2023
Q1 		$1.59M Sell
3,357
-32
-0.9% -$15K 0.23% 56
2022
Q4 		$1.65M Buy
3,389
+230
+7% +$107K 0.23% 59
2022
Q3 		$1.22M Buy
3,159
+2,976
+1,626% +$1.24M 0.2% 63
2022
Q2 		$79K Buy
183
+30
+20% +$13.2K 0.02% 192
2022
Q1 		$67K Buy
153
+150
+5,000% +$60.8K 0.01% 190
2021
Q4 		$1K Buy
+3
New +$1.04K ﹤0.01% 448
2021
Q1 		– Sell
-10
Closed -$3K – 312
2020
Q4 		$3K Buy
+10
New +$3.68K ﹤0.01% 322

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Curi Wealth Management's LMT Position: Q1 2024 in Review

Curi Wealth Management sold out of Lockheed Martin (LMT) in Q1 2024, closing a stake of 3,204 shares — an estimated $1.45M sold.

Curi Wealth Management first reported a position in LMT in Q4 2020 and held it in 10 quarters. The position peaked at $1.65M in Q4 2022. 2,416 funds tracked by Wall St. Rank hold LMT as of Q1 2024.

  • Curi Wealth Management reported no remaining Lockheed Martin position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 3,204 Lockheed Martin shares in Q1 2024, an estimated $1.45M.
  • Curi Wealth Management first reported a position in Lockheed Martin in Q4 2020 and held it in 10 quarters.
  • Curi Wealth Management's Lockheed Martin position peaked at $1.65M in Q4 2022.
  • 2,416 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.