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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
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% +$9.67K 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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Cornerstone Planning Group's LMT Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Lockheed Martin (LMT) stake by 9.7% in Q2 2026, selling an estimated $6.49K and leaving 112 shares worth $57.6K. The position accounts for 0.01% of the portfolio, ranked #376.

Cornerstone Planning Group first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $621K in Q2 2024. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Cornerstone Planning Group held 112 shares of Lockheed Martin worth $57.6K as of Q2 2026.
  • Cornerstone Planning Group sold 12 Lockheed Martin shares in Q2 2026, an estimated $6.49K.
  • Lockheed Martin made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #376 holding.
  • Cornerstone Planning Group first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Lockheed Martin position peaked at $621K in Q2 2024.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.