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Cornerstone Planning’s Lockheed Martin LMT Stock Holding History

Cornerstone Planning’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 		$210K Hold
412
– – 0.05% 136
2026
Q1 		$249K Buy
+412
New +$254K 0.06% 131
2024
Q4 		$237K Buy
+488
New +$266K 0.09% 111

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's LMT Position: Q2 2026 in Review

Cornerstone Planning held its Lockheed Martin (LMT) position steady in Q2 2026 at 412 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #136.

Cornerstone Planning first reported a position in LMT in Q4 2024 and has held it in 3 quarters since. The position peaked at $249K in Q1 2026. 2,756 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Cornerstone Planning held 412 shares of Lockheed Martin worth $210K as of Q2 2026.
  • Cornerstone Planning left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.05% of Cornerstone Planning's portfolio in Q2 2026, its #136 holding.
  • Cornerstone Planning first reported a position in Lockheed Martin in Q4 2024 and has held it in 3 quarters since.
  • Cornerstone Planning's Lockheed Martin position peaked at $249K in Q1 2026.
  • 2,756 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.