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Curio Wealth’s Lockheed Martin LMT Stock Holding History

Curio Wealth’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 		$924K Sell
1,529
-100
-6% -$61.6K 0.32% 37
2025
Q4 		$791K Buy
+1,629
New +$780K 0.28% 39
2025
Q3 		– Sell
-1,414
Closed -$655K – 328
2025
Q2 		$655K Buy
1,414
+1,412
+70,600% +$661K 0.29% 45
2025
Q1 		$687K Sell
2
-12
-86% -$5.52K 0.36% 43
2024
Q4 		$6.8K Buy
+14
New +$7.63K ﹤0.01% 233

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

Curio Wealth's LMT Position: Q1 2026 in Review

Curio Wealth reduced its Lockheed Martin (LMT) stake by 6.1% in Q1 2026, selling an estimated $61.6K and leaving 1,529 shares worth $924K. The position accounts for 0.32% of the portfolio, ranked #37.

Curio Wealth first reported a position in LMT in Q4 2024 and has held it in 5 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Curio Wealth held 1,529 shares of Lockheed Martin worth $924K as of Q1 2026.
  • Curio Wealth sold 100 Lockheed Martin shares in Q1 2026, an estimated $61.6K.
  • Lockheed Martin made up 0.32% of Curio Wealth's portfolio in Q1 2026, its #37 holding.
  • Curio Wealth first reported a position in Lockheed Martin in Q4 2024 and has held it in 5 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.