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Cornerstone Advisory’s Lockheed Martin LMT Stock Holding History

Cornerstone Advisory’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
Q1 		$490K Buy
810
+35
+5% +$21.6K 0.05% 156
2025
Q4 		$375K Sell
775
-25
-3% -$12K 0.04% 176
2025
Q3 		$399K Sell
800
-22
-3% -$9.98K 0.04% 166
2025
Q2 		$381K Sell
822
-375
-31% -$176K 0.04% 166
2025
Q1 		$561K Sell
1,197
-222
-16% -$102K 0.07% 130
2024
Q4 		$600K Sell
1,419
-112
-7% -$61.1K 0.07% 130
2024
Q3 		$895K Buy
1,531
+15
+1% +$8.05K 0.12% 90
2024
Q2 		$708K Sell
1,516
-484
-24% -$224K 0.1% 100
2024
Q1 		$910K Sell
2,000
-93
-4% -$40.8K 0.13% 93
2023
Q4 		$949K Buy
2,093
+128
+7% +$56.7K 0.15% 85
2023
Q3 		$804K Buy
1,965
+4
+0.2% +$1.77K 0.14% 93
2023
Q2 		$903K Sell
1,961
-342
-15% -$159K 0.16% 89
2023
Q1 		$1.09M Buy
2,303
+13
+0.6% +$6.1K 0.2% 78
2022
Q4 		$1.11M Buy
2,290
+2
+0.1% +$929 0.22% 69
2022
Q3 		$884K Sell
2,288
-50
-2% -$20.9K 0.2% 77
2022
Q2 		$1M Sell
2,338
-1,982
-46% -$870K 0.23% 71
2022
Q1 		$1.91M Buy
4,320
+113
+3% +$45.8K 0.29% 57
2021
Q4 		$1.5M Sell
4,207
-1,080
-20% -$374K 0.22% 77
2021
Q3 		$1.82M Buy
5,287
+1
+0% +$362 0.3% 54
2021
Q2 		$2M Sell
5,286
-50
-0.9% -$19.2K 0.34% 56
2021
Q1 		$1.97M Buy
5,336
+2,079
+64% +$713K 0.37% 51
2020
Q4 		$1.16M Buy
3,257
+50
+2% +$18.4K 0.23% 80
2020
Q3 		$1.23M Buy
3,207
+1,600
+100% +$611K 0.29% 66
2020
Q2 		$587K Buy
1,607
+646
+67% +$244K 0.15% 104
2020
Q1 		$326K Buy
961
+48
+5% +$18.9K 0.1% 116
2019
Q4 		$356K Buy
913
+300
+49% +$115K 0.07% 133
2019
Q3 		$239K Buy
613
+21
+4% +$7.9K 0.05% 142
2019
Q2 		$215K Buy
+592
New +$198K 0.05% 148
2018
Q4 		– Sell
-615
Closed -$213K – 150
2018
Q3 		$213K Buy
+615
New +$198K 0.06% 142

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cornerstone Advisory's LMT Position: Q1 2026 in Review

Cornerstone Advisory increased its Lockheed Martin (LMT) stake by 4.5% in Q1 2026, buying an estimated $21.6K and bringing the position to 810 shares worth $490K. The position accounts for 0.05% of the portfolio, ranked #156.

Cornerstone Advisory first reported a position in LMT in Q3 2018 and has held it in 29 quarters since. The position peaked at $2M in Q2 2021. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Cornerstone Advisory held 810 shares of Lockheed Martin worth $490K as of Q1 2026.
  • Cornerstone Advisory bought 35 Lockheed Martin shares in Q1 2026, an estimated $21.6K.
  • Lockheed Martin made up 0.05% of Cornerstone Advisory's portfolio in Q1 2026, its #156 holding.
  • Cornerstone Advisory first reported a position in Lockheed Martin in Q3 2018 and has held it in 29 quarters since.
  • Cornerstone Advisory's Lockheed Martin position peaked at $2M in Q2 2021.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Cornerstone Advisory's 13F filing for Q1 2026, filed 4 May 2026.