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Cornerstone Retirement Group’s Lockheed Martin LMT Stock Holding History

Cornerstone Retirement 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
2023
Q3 		$213K Hold
521
– – 0.06% 33
2023
Q2 		$240K Buy
521
+21
+4% +$9.75K 0.07% 24
2023
Q1 		$236K Hold
500
– – 0.07% 19
2022
Q4 		$243K Buy
+500
New +$232K 0.07% 8

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cornerstone Retirement Group's LMT Position: Q3 2023 in Review

Cornerstone Retirement Group held its Lockheed Martin (LMT) position steady in Q3 2023 at 521 shares worth $213K. The position accounts for 0.06% of the portfolio, ranked #33.

Cornerstone Retirement Group first reported a position in LMT in Q4 2022 and has held it in 4 quarters since. The position peaked at $243K in Q4 2022. 2,262 funds tracked by Wall St. Rank hold LMT as of Q3 2023.

  • Cornerstone Retirement Group held 521 shares of Lockheed Martin worth $213K as of Q3 2023.
  • Cornerstone Retirement Group left its Lockheed Martin share count unchanged in Q3 2023.
  • Lockheed Martin made up 0.06% of Cornerstone Retirement Group's portfolio in Q3 2023, its #33 holding.
  • Cornerstone Retirement Group first reported a position in Lockheed Martin in Q4 2022 and has held it in 4 quarters since.
  • Cornerstone Retirement Group's Lockheed Martin position peaked at $243K in Q4 2022.
  • 2,262 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2023.

Based on Cornerstone Retirement Group's 13F filing for Q3 2023, filed 26 Oct 2023.