WHCI
LMT icon

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
Q2 		– Sell
-374
Closed -$226K – 151
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
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

W.H. Cornerstone Investments's LMT Position: Q2 2026 in Review

W.H. Cornerstone Investments sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 374 shares — an estimated $226K sold.

W.H. Cornerstone Investments first reported a position in LMT in Q3 2022 and held it in 14 quarters. The position peaked at $1.09M in Q2 2025. 2,783 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • W.H. Cornerstone Investments reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 374 Lockheed Martin shares in Q2 2026, an estimated $226K.
  • W.H. Cornerstone Investments first reported a position in Lockheed Martin in Q3 2022 and held it in 14 quarters.
  • W.H. Cornerstone Investments's Lockheed Martin position peaked at $1.09M in Q2 2025.
  • 2,783 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.