Position in LMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$783,040
-$141,072 QoQ
Shares Held
1,537
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.95%
of 13F equity value
Holder Rank
#1,466
of 2,760 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026CURIO WEALTH, LLC holds $783,040 across 1 Aerospace & Defense name. LMT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
This page
|
1,537 | $783,040 |
All Filings in LMT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $783,040 | 1,537 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $924,112 | 1,529 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $787,898 | 1,629 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $654,879 | 1,414 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $893 | 2 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $6,803 | 14 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||