Cornerstone Planning Group
LMT icon

Cornerstone Planning Group’s Lockheed Martin LMT Stock Holding History

Cornerstone Planning 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
Q3 		– Sell
-112
Closed -$57.6K – 1030
2026
Q2 		$57.6K Sell
112
-12
-10% -$6.49K 0.01% 376
2026
Q1 		$62.9K Hold
124
– – 0.01% 345
2025
Q4 		$74.1K Sell
124
-40
-24% -$19.1K 0.01% 260
2025
Q3 		$80.3K Buy
164
+74
+82% +$33.6K 0.01% 244
2025
Q2 		$38.4K Sell
90
-994
-92% -$465K 0.01% 285
2025
Q1 		$502K Buy
1,084
+21
+2% +$9.7K 0.12% 44
2024
Q4 		$536K Buy
1,063
+12
+1% +$6.54K 0.13% 40
2024
Q3 		$575K Sell
1,051
-88
-8% -$47.2K 0.15% 39
2024
Q2 		$621K Buy
1,139
+122
+12% +$56.4K 0.18% 41
2024
Q1 		$469K Buy
1,017
+1
+0.1% +$438 0.15% 40
2023
Q4 		$461K Sell
1,016
-14
-1% -$6.2K 0.15% 47
2023
Q3 		$421K Buy
1,030
+10
+1% +$4.44K 0.16% 53
2023
Q2 		$470K Buy
+1,020
New +$473K 0.19% 51
2022
Q4 		$445K Buy
+1,012
New +$470K 0.19% 60

Other funds holding LMT

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Cornerstone Planning Group's LMT Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Lockheed Martin (LMT) in Q3 2026, closing a stake of 112 shares — an estimated $57.6K sold.

Cornerstone Planning Group first reported a position in LMT in Q4 2022 and held it in 14 quarters. The position peaked at $621K in Q2 2024. 858 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Lockheed Martin position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 112 Lockheed Martin shares in Q3 2026, an estimated $57.6K.
  • Cornerstone Planning Group first reported a position in Lockheed Martin in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Lockheed Martin position peaked at $621K in Q2 2024.
  • 858 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.