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Curated Wealth Partners LLC

SEC CIK
0001781284
Latest filing
Aug 14, 2026

LMT holding history

Lockheed Martin Corp in every 13F filed by Curated Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LMT overviewAll 13F holders of LMTFull Q2 2026 holdings

Shares (Q2 2026)
716
Value
$364.8K
% of portfolio
<0.1%
Quarters held
7
Since Q3 2024
Holdings of LMT by Curated Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026716$364.8K<0.1%+89+14.2%AddedHolders
Q1 2026627$379.0K<0.1%+158+33.7%AddedHolders
Q4 2025469$226.8K<0.1%−32−6.4%ReducedHolders
Q3 2025501$250.1K<0.1%−35−6.5%ReducedHolders
Q2 2025536$248.2K<0.1%−4−0.7%ReducedHolders
Q1 2025540$241.2K<0.1%+540NewHolders
Q4 20240$00.0%−377−100.0%Sold outHolders
Q3 2024377$220.4K<0.1%+377NewHolders