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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
Q2 		$783K Buy
1,537
+8
+0.5% +$4.33K 0.24% 44
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 $3.38T AUM 44.17% 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

Curio Wealth's LMT Position: Q2 2026 in Review

Curio Wealth increased its Lockheed Martin (LMT) stake by 0.52% in Q2 2026, buying an estimated $4.33K and bringing the position to 1,537 shares worth $783K. The position accounts for 0.24% of the portfolio, ranked #44.

Curio Wealth first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $924K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Curio Wealth held 1,537 shares of Lockheed Martin worth $783K as of Q2 2026.
  • Curio Wealth bought 8 Lockheed Martin shares in Q2 2026, an estimated $4.33K.
  • Lockheed Martin made up 0.24% of Curio Wealth's portfolio in Q2 2026, its #44 holding.
  • Curio Wealth first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • Curio Wealth's Lockheed Martin position peaked at $924K in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.