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 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%	+$9.67K	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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cornerstone Planning Group's LMT Position: Q1 2026 in Review

Cornerstone Planning Group held its Lockheed Martin (LMT) position steady in Q1 2026 at 124 shares worth $62.9K. The position accounts for 0.01% of the portfolio, ranked #345.

Cornerstone Planning Group first reported a position in LMT in Q4 2022 and has held it in 13 quarters since. The position peaked at $621K in Q2 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Cornerstone Planning Group held 124 shares of Lockheed Martin worth $62.9K as of Q1 2026.
Cornerstone Planning Group left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #345 holding.
Cornerstone Planning Group first reported a position in Lockheed Martin in Q4 2022 and has held it in 13 quarters since.
Cornerstone Planning Group's Lockheed Martin position peaked at $621K in Q2 2024.
2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.