LMT — LOCKHEED MARTIN CORP

Ownership history in Cornerstone Planning, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Cornerstone Planning, LLC reported a position in LOCKHEED MARTIN CORP (LMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.09% (2025 Q1)
Avg. % of fund
0.09%
First filed
2025 Q1
Last filed
2025 Q1
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q1 INITIATED 488 — — 0.09% $237K $434.83
% of Fund (quarterly)    LMT price (monthly, adj. close)

Other funds also holding LMT

As of 2025 Q4 — sorted by position size

Spectrum Financial Alliance Ltd LLC 3Y 7Y 9.46% Sunriver Management LLC 3Y 7Y 6.56% Belfer Management LLC 3Y 7Y 6.35% Campion Asset Management 3Y 5.84% Old West Investment Management, LLC 3Y 7Y 4.63% Corundum Group, Inc. 3Y 7Y 4.18% Founders Capital Management 3Y 7Y 3.69% Paradiem, LLC 3Y 3.68% Werlinich Asset Management, LLC 3.66% Minneapolis Portfolio Management Group, LLC 3Y 7Y 3.6%
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