W.H. Cornerstone Investments’s Lockheed Martin LMT Stock Holding History

W.H. Cornerstone Investments’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	$226K	Sell	374 -210	-36%	-$129K	0.14%	121
2025 Q4	$283K	Buy	584 +4	+0.7%	+$1.91K	0.17%	98
2025 Q3	$290K	Sell	580 -1,783	-75%	-$809K	0.18%	94
2025 Q2	$1.09M	Buy	2,363 +144	+6%	+$67.4K	0.69%	43
2025 Q1	$991K	Buy	2,219 +887	+67%	+$408K	0.68%	40
2024 Q4	$647K	Buy	1,332 +597	+81%	+$325K	0.43%	55
2024 Q3	$429K	Buy	735 +270	+58%	+$145K	0.29%	70
2024 Q2	$217K	Buy	465 +6	+1%	+$2.77K	0.15%	116
2024 Q1	$209K	Buy	459 +3	+0.7%	+$1.31K	0.15%	128
2023 Q4	$207K	Buy	+456	New	+$202K	0.16%	124
2023 Q3	–	Sell	-453	Closed	-$209K	–	132
2023 Q2	$209K	Buy	453 +3	+0.7%	+$1.39K	0.19%	116
2023 Q1	$213K	Buy	450 +3	+0.7%	+$1.41K	0.19%	121
2022 Q4	$201K	Sell	447 -402	-47%	-$187K	0.19%	128
2022 Q3	$349K	Buy	+849	New	+$355K	0.37%	73

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

W.H. Cornerstone Investments's LMT Position: Q1 2026 in Review

W.H. Cornerstone Investments reduced its Lockheed Martin (LMT) stake by 36% in Q1 2026, selling an estimated $129K and leaving 374 shares worth $226K. The position accounts for 0.14% of the portfolio, ranked #121.

W.H. Cornerstone Investments first reported a position in LMT in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.09M in Q2 2025. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

W.H. Cornerstone Investments held 374 shares of Lockheed Martin worth $226K as of Q1 2026.
W.H. Cornerstone Investments sold 210 Lockheed Martin shares in Q1 2026, an estimated $129K.
Lockheed Martin made up 0.14% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #121 holding.
W.H. Cornerstone Investments first reported a position in Lockheed Martin in Q3 2022 and has held it in 14 quarters since.
W.H. Cornerstone Investments's Lockheed Martin position peaked at $1.09M in Q2 2025.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.