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Trust Investment Advisors: LMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trust Investment Advisors on LMT, newest first. How the timeline and the estimate are built.

Trust Investment Advisors held 497 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 497 shares
    Change vs previous 13F +2 shares

    0.12% of the 13F portfolio, value $253,042.

    13F-HR 0001597690-26-000004 filed by Trust Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 495 shares
    Change vs previous 13F -65 shares

    0.18% of the 13F portfolio, value $299,190.

    13F-HR 0001597690-26-000003 filed by Trust Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 560 shares
    Change vs previous 13F +132 shares

    0.14% of the 13F portfolio, value $270,708.

    13F-HR 0001597690-26-000002 filed by Trust Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 428 shares
    Change vs previous 13F +428 shares

    0.12% of the 13F portfolio, value $213,660.

    13F-HR 0001597690-25-000007 filed by Trust Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -664 shares

    13F-HR 0001085146-25-001021 filed by Trust Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 664 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $388,364.

    13F-HR 0001085146-24-005491 filed by Trust Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).