Position in LMT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$40,663,568
+$40,284,617 QoQ
Shares Held
79,817
+12630.0% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#4
of 295 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.02255158675470138.ToString("F0")%
Shared 0.ToString("F0")%
None 99.9774484132453.ToString("F0")%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Curated Wealth Partners LLC holds $1,777,633,496 across 16 Aerospace & Defense names. LMT ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDG |
TransDigm Group INC
|
983,679 | $1,310,299,774 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
173,589 | $88,410,612 | |
| 3 | GE |
General Electric Co
|
222,589 | $83,188,186 | |
| 4 | GD |
General Dynamics Corp
|
216,523 | $76,701,106 | |
| 5 | BA |
Boeing Co
|
194,767 | $42,161,211 | |
| 6 | LMT |
Lockheed Martin Corp
This page
|
79,817 | $40,663,568 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
67,385 | $37,776,703 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
127,981 | $34,408,970 |
All Filings in LMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,663,568 | 79,817 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $378,951 | 627 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $226,840 | 469 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $250,103 | 501 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $248,242 | 536 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $241,222 | 540 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $220,379 | 377 | Shares | Other | 2024-10-04 | |
| No filing history on record for this holder in this stock. | ||||||