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Cornerstone Wealth Management’s Lockheed Martin LMT Stock Holding History

Cornerstone Wealth Management’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 		$4.89M Buy
9,593
+744
+8% +$402K 0.21% 112
2026
Q1 		$5.35M Buy
8,849
+340
+4% +$209K 0.27% 92
2025
Q4 		$4.12M Buy
8,509
+4,539
+114% +$2.17M 0.21% 108
2025
Q3 		$1.98M Sell
3,970
-241
-6% -$109K 0.11% 173
2025
Q2 		$1.95M Buy
4,211
+524
+14% +$245K 0.12% 159
2025
Q1 		$1.65M Buy
3,687
+817
+28% +$376K 0.11% 163
2024
Q4 		$1.39M Buy
2,870
+120
+4% +$65.4K 0.09% 175
2024
Q3 		$1.61M Buy
2,750
+15
+0.5% +$8.05K 0.11% 159
2024
Q2 		$1.28M Buy
2,735
+108
+4% +$49.9K 0.1% 168
2024
Q1 		$1.19M Buy
2,627
+507
+24% +$222K 0.1% 180
2023
Q4 		$961K Buy
2,120
+168
+9% +$74.4K 0.08% 203
2023
Q3 		$798K Buy
1,952
+291
+18% +$129K 0.08% 223
2023
Q2 		$765K Buy
1,661
+20
+1% +$9.28K 0.07% 227
2023
Q1 		$776K Buy
+1,641
New +$770K 0.08% 209
2022
Q3 		$980K Buy
2,538
+120
+5% +$50.1K 0.11% 161
2022
Q2 		$1.04M Buy
2,418
+340
+16% +$149K 0.12% 162
2022
Q1 		$917K Buy
2,078
+11
+0.5% +$4.46K 0.09% 190
2021
Q4 		$735K Buy
2,067
+495
+31% +$171K 0.07% 229
2021
Q3 		$543K Buy
1,572
+301
+24% +$109K 0.06% 258
2021
Q2 		$481K Buy
1,271
+207
+19% +$79.6K 0.05% 290
2021
Q1 		$393K Buy
1,064
+21
+2% +$7.21K 0.05% 303
2020
Q4 		$370K Buy
1,043
+298
+40% +$110K 0.05% 297
2020
Q3 		$286K Buy
745
+34
+5% +$13K 0.04% 314
2020
Q2 		$259K Sell
711
-55
-7% -$20.8K 0.04% 298
2020
Q1 		$260K Buy
766
+13
+2% +$5.11K 0.05% 280
2019
Q4 		$293K Buy
753
+59
+9% +$22.6K 0.05% 271
2019
Q3 		$271K Buy
694
+66
+11% +$24.8K 0.05% 282
2019
Q2 		$226K Sell
628
-834
-57% -$279K 0.04% 321
2019
Q1 		$622K Buy
+1,462
New +$429K 0.08% 250
2018
Q4 		– Sell
-58,784
Closed -$185K – 800
2018
Q3 		$185K Sell
58,784
-33,145
-36% -$10.7M ﹤0.01% 1219
2018
Q2 		$306K Buy
+91,929
New +$29.7M ﹤0.01% 1182

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Cornerstone Wealth Management's LMT Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Lockheed Martin (LMT) stake by 8.4% in Q2 2026, buying an estimated $402K and bringing the position to 9,593 shares worth $4.89M. The position accounts for 0.21% of the portfolio, ranked #112.

Cornerstone Wealth Management first reported a position in LMT in Q2 2018 and has held it in 31 quarters since. The position peaked at $5.35M in Q1 2026. 718 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Cornerstone Wealth Management held 9,593 shares of Lockheed Martin worth $4.89M as of Q2 2026.
  • Cornerstone Wealth Management bought 744 Lockheed Martin shares in Q2 2026, an estimated $402K.
  • Lockheed Martin made up 0.21% of Cornerstone Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Cornerstone Wealth Management first reported a position in Lockheed Martin in Q2 2018 and has held it in 31 quarters since.
  • Cornerstone Wealth Management's Lockheed Martin position peaked at $5.35M in Q1 2026.
  • 718 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.