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Cornerstone Wealth Group’s Lockheed Martin LMT Stock Holding History

Cornerstone Wealth 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 		$1.15M Buy
2,019
+77
+4% +$47.4K 0.07% 155
2025
Q4 		$939K Hold
1,942
– – 0.06% 156
2025
Q3 		$970K Sell
1,942
-120
-6% -$54.4K 0.07% 146
2025
Q2 		$955K Buy
2,062
+377
+22% +$176K 0.07% 141
2025
Q1 		$753K Buy
1,685
+117
+7% +$53.9K 0.06% 149
2024
Q4 		$762K Sell
1,568
-8
-0.5% -$4.36K 0.06% 142
2024
Q3 		$921K Buy
1,576
+9
+0.6% +$4.83K 0.08% 138
2024
Q2 		$732K Buy
1,567
+12
+0.8% +$5.55K 0.07% 139
2024
Q1 		$707K Buy
+1,555
New +$682K 0.07% 137
2023
Q3 		– Sell
-15,647
Closed -$7.2M – 149
2023
Q2 		$7.2M Sell
15,647
-12
-0.1% -$5.57K 1.31% 17
2023
Q1 		$7.4M Sell
15,659
-19
-0.1% -$8.91K 1.32% 17
2022
Q4 		$7.63M Sell
15,678
-54
-0.3% -$25.1K 1.44% 13
2022
Q3 		$6.08M Buy
15,732
+5,670
+56% +$2.37M 1.34% 17
2022
Q2 		$4.33M Buy
10,062
+491
+5% +$216K 0.91% 40
2022
Q1 		$4.22M Buy
9,571
+1,432
+18% +$581K 0.78% 42
2021
Q4 		$2.89M Buy
8,139
+485
+6% +$168K 0.5% 73
2021
Q3 		$2.64M Buy
7,654
+320
+4% +$116K 0.47% 74
2021
Q2 		$2.73M Buy
7,334
+327
+5% +$126K 0.56% 66
2021
Q1 		$2.71M Buy
7,007
+59
+0.8% +$20.2K 0.55% 71
2020
Q4 		$2.47M Sell
6,948
-3,718
-35% -$1.37M 0.61% 64
2020
Q3 		$4.09M Buy
10,666
+653
+7% +$249K 1.12% 24
2020
Q2 		$3.65M Buy
10,013
+583
+6% +$220K 0.92% 27
2020
Q1 		$3.2M Buy
9,430
+6,687
+244% +$2.63M 1.13% 29
2019
Q4 		$1.07M Sell
2,743
-20
-0.7% -$7.67K 0.29% 90
2019
Q3 		$1.08M Buy
2,763
+9
+0.3% +$3.38K 0.27% 85
2019
Q2 		$1M Sell
2,754
-286
-9% -$95.7K 0.27% 97
2019
Q1 		$913K Buy
+3,040
New +$892K 0.23% 93

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Cornerstone Wealth Group increased its Lockheed Martin (LMT) stake by 4% in Q1 2026, buying an estimated $47.4K and bringing the position to 2,019 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #155.

Cornerstone Wealth Group first reported a position in LMT in Q1 2019 and has held it in 27 quarters since. The position peaked at $7.63M in Q4 2022. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Cornerstone Wealth Group held 2,019 shares of Lockheed Martin worth $1.15M as of Q1 2026.
  • Cornerstone Wealth Group bought 77 Lockheed Martin shares in Q1 2026, an estimated $47.4K.
  • Lockheed Martin made up 0.07% of Cornerstone Wealth Group's portfolio in Q1 2026, its #155 holding.
  • Cornerstone Wealth Group first reported a position in Lockheed Martin in Q1 2019 and has held it in 27 quarters since.
  • Cornerstone Wealth Group's Lockheed Martin position peaked at $7.63M in Q4 2022.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.