Curtis Advisory Group’s Lockheed Martin LMT Stock Holding History

Curtis Advisory Group’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	$958K	Sell	1,880 -10	-0.5%	-$5.41K	0.19%	71
2026 Q1	$1.14M	Hold	1,890	–	–	0.25%	61
2025 Q4	$914K	Hold	1,890	–	–	0.19%	66
2025 Q3	$944K	Hold	1,890	–	–	0.21%	55
2025 Q2	$875K	Buy	1,890 +950	+101%	+$445K	0.22%	54
2025 Q1	$420K	Sell	940 -10	-1%	-$4.6K	0.12%	75
2024 Q4	$462K	Hold	950	–	–	0.12%	69
2024 Q3	$555K	Hold	950	–	–	0.16%	62
2024 Q2	$444K	Sell	950 -7	-0.7%	-$3.23K	0.16%	65
2024 Q1	$435K	Sell	957 -200	-17%	-$87.7K	0.17%	67
2023 Q4	$524K	Hold	1,157	–	–	0.24%	56
2023 Q3	$473K	Sell	1,157 -273	-19%	-$121K	0.16%	61
2023 Q2	$658K	Buy	1,430 +130	+10%	+$60.3K	0.21%	45
2023 Q1	$615K	Sell	1,300 -60	-4%	-$28.1K	0.22%	48
2022 Q4	$662K	Sell	1,360 -75	-5%	-$34.9K	0.26%	42
2022 Q3	$554K	Hold	1,435	–	–	0.23%	47
2022 Q2	$617K	Hold	1,435	–	–	0.24%	47
2022 Q1	$633K	Hold	1,435	–	–	0.21%	48
2021 Q4	$510K	Sell	1,435 -80	-5%	-$27.7K	0.17%	52
2021 Q3	$523K	Sell	1,515 -95	-6%	-$34.4K	0.19%	48
2021 Q2	$609K	Sell	1,610 -40	-2%	-$15.4K	0.26%	46
2021 Q1	$610K	Buy	1,650 +605	+58%	+$208K	0.27%	43
2020 Q4	$371K	Hold	1,045	–	–	0.18%	46
2020 Q3	$401K	Sell	1,045 -100	-9%	-$38.2K	0.24%	42
2020 Q2	$418K	Hold	1,145	–	–	0.3%	41
2020 Q1	$388K	Buy	1,145 +10	+0.9%	+$3.93K	0.26%	33
2019 Q4	$442K	Buy	+1,135	New	+$436K	0.25%	34

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Curtis Advisory Group's LMT Position: Q2 2026 in Review

Curtis Advisory Group reduced its Lockheed Martin (LMT) stake by 0.53% in Q2 2026, selling an estimated $5.41K and leaving 1,880 shares worth $958K. The position accounts for 0.19% of the portfolio, ranked #71.

Curtis Advisory Group first reported a position in LMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.14M in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Curtis Advisory Group held 1,880 shares of Lockheed Martin worth $958K as of Q2 2026.
Curtis Advisory Group sold 10 Lockheed Martin shares in Q2 2026, an estimated $5.41K.
Lockheed Martin made up 0.19% of Curtis Advisory Group's portfolio in Q2 2026, its #71 holding.
Curtis Advisory Group first reported a position in Lockheed Martin in Q4 2019 and has held it in 27 quarters since.
Curtis Advisory Group's Lockheed Martin position peaked at $1.14M in Q1 2026.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.