AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,912 shares; 2024Q4: 28,587 shares; 2025Q1: 28,388 shares; 2025Q2: 28,360 shares; 2025Q3: 27,885 shares; 2025Q4: 25,655 shares; 2026Q1: 25,213 shares; 2026Q2: 25,711 shares 25,711 $18.6M 13.56% +498 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,077 shares; 2024Q4: 27,350 shares; 2025Q1: 26,644 shares; 2025Q2: 28,696 shares; 2025Q3: 28,481 shares; 2025Q4: 25,449 shares; 2026Q1: 25,502 shares; 2026Q2: 24,862 shares 24,862 $9.29M 6.78% -640 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,851 shares; 2024Q4: 6,695 shares; 2025Q1: 6,659 shares; 2025Q2: 7,203 shares; 2025Q3: 7,203 shares; 2025Q4: 6,491 shares; 2026Q1: 6,547 shares; 2026Q2: 6,473 shares 6,473 $7.6M 5.55% -74 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,680 shares; 2024Q4: 22,598 shares; 2025Q1: 22,645 shares; 2025Q2: 25,091 shares; 2025Q3: 24,985 shares; 2025Q4: 22,056 shares; 2026Q1: 21,756 shares; 2026Q2: 22,136 shares 22,136 $7.25M 5.28% +380 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,828 shares; 2024Q4: 24,594 shares; 2025Q1: 24,738 shares; 2025Q2: 24,733 shares; 2025Q3: 24,773 shares; 2025Q4: 25,283 shares; 2026Q1: 24,183 shares; 2026Q2: 23,617 shares 23,617 $6.83M 4.98% -566 Timeline TRST TRUSTCO BK CORP N Y More: the full row for TRUSTCO BK CORP N Y Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,319 shares; 2024Q4: 111,840 shares; 2025Q1: 110,589 shares; 2025Q2: 116,587 shares; 2025Q3: 98,587 shares; 2025Q4: 92,563 shares; 2026Q1: 92,563 shares; 2026Q2: 93,341 shares 93,341 $5.13M 3.74% +778 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,462 shares; 2024Q4: 12,651 shares; 2025Q1: 12,507 shares; 2025Q2: 12,607 shares; 2025Q3: 12,683 shares; 2025Q4: 12,777 shares; 2026Q1: 12,820 shares; 2026Q2: 13,360 shares 13,360 $4.98M 3.63% +540 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,427 shares; 2024Q4: 20,097 shares; 2025Q1: 19,805 shares; 2025Q2: 19,605 shares; 2025Q3: 19,505 shares; 2025Q4: 19,290 shares; 2026Q1: 19,295 shares; 2026Q2: 19,555 shares 19,555 $4.97M 3.62% +260 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,405 shares; 2024Q4: 19,014 shares; 2025Q1: 18,829 shares; 2025Q2: 18,851 shares; 2025Q3: 18,776 shares; 2025Q4: 18,646 shares; 2026Q1: 18,576 shares; 2026Q2: 18,576 shares 18,576 $4.67M 3.41% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,733 shares; 2024Q4: 31,271 shares; 2025Q1: 30,674 shares; 2025Q2: 36,218 shares; 2025Q3: 36,218 shares; 2025Q4: 30,619 shares; 2026Q1: 30,252 shares; 2026Q2: 30,102 shares 30,102 $4.12M 3% -150 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,234 shares; 2024Q4: 36,184 shares; 2025Q1: 33,497 shares; 2025Q2: 26,872 shares; 2025Q3: 24,647 shares; 2025Q4: 24,547 shares; 2026Q1: 24,497 shares; 2026Q2: 24,097 shares 24,097 $3.36M 2.45% -400 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,118 shares; 2024Q4: 42,857 shares; 2025Q1: 42,310 shares; 2025Q2: 41,681 shares; 2025Q3: 42,611 shares; 2025Q4: 41,511 shares; 2026Q1: 41,181 shares; 2026Q2: 41,149 shares 41,149 $3.34M 2.44% -32 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,514 shares; 2024Q4: 8,954 shares; 2025Q1: 8,759 shares; 2025Q2: 9,059 shares; 2025Q3: 9,145 shares; 2025Q4: 9,045 shares; 2026Q1: 9,125 shares; 2026Q2: 9,275 shares 9,275 $3.14M 2.29% +150 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,837 shares; 2024Q4: 22,512 shares; 2025Q1: 22,287 shares; 2025Q2: 22,287 shares; 2025Q3: 22,177 shares; 2025Q4: 22,353 shares; 2026Q1: 22,778 shares; 2026Q2: 22,748 shares 22,748 $2.58M 1.88% -30 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,532 shares; 2024Q4: 12,582 shares; 2025Q1: 12,499 shares; 2025Q2: 12,249 shares; 2025Q3: 12,499 shares; 2025Q4: 12,349 shares; 2026Q1: 12,434 shares; 2026Q2: 12,434 shares 12,434 $2.36M 1.72% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,784 shares; 2024Q4: 14,972 shares; 2025Q1: 14,639 shares; 2025Q2: 14,439 shares; 2025Q3: 14,408 shares; 2025Q4: 14,268 shares; 2026Q1: 14,018 shares; 2026Q2: 13,753 shares 13,753 $2.28M 1.66% -265 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,178 shares; 2024Q4: 16,648 shares; 2025Q1: 16,443 shares; 2025Q2: 16,444 shares; 2025Q3: 16,254 shares; 2025Q4: 16,364 shares; 2026Q1: 15,833 shares; 2026Q2: 15,492 shares 15,492 $2.27M 1.66% -341 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,640 shares; 2024Q4: 20,350 shares; 2025Q1: 18,850 shares; 2025Q2: 18,725 shares; 2025Q3: 18,325 shares; 2025Q4: 18,125 shares; 2026Q1: 18,030 shares; 2026Q2: 18,430 shares 18,430 $2.16M 1.58% +400 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,869 shares; 2024Q4: 1,704 shares; 2025Q1: 1,704 shares; 2025Q2: 1,704 shares; 2025Q3: 1,712 shares; 2025Q4: 1,693 shares; 2026Q1: 1,688 shares; 2026Q2: 1,713 shares 1,713 $2.05M 1.5% +25 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,610 shares; 2024Q4: 6,610 shares; 2025Q1: 6,610 shares; 2025Q2: 6,368 shares; 2025Q3: 6,348 shares; 2025Q4: 6,348 shares; 2026Q1: 6,333 shares; 2026Q2: 6,428 shares 6,428 $1.92M 1.4% +95 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,282 shares; 2024Q4: 6,207 shares; 2025Q1: 6,159 shares; 2025Q2: 6,159 shares; 2025Q3: 6,209 shares; 2025Q4: 6,409 shares; 2026Q1: 6,409 shares; 2026Q2: 6,709 shares 6,709 $1.81M 1.32% +300 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,367 shares; 2024Q4: 13,742 shares; 2025Q1: 13,342 shares; 2025Q2: 13,117 shares; 2025Q3: 13,029 shares; 2025Q4: 12,829 shares; 2026Q1: 12,728 shares; 2026Q2: 12,728 shares 12,728 $1.72M 1.26% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,494 shares; 2024Q4: 20,204 shares; 2025Q1: 19,778 shares; 2025Q2: 19,678 shares; 2025Q3: 19,428 shares; 2025Q4: 19,278 shares; 2026Q1: 18,970 shares; 2026Q2: 18,115 shares 18,115 $1.64M 1.2% -855 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,231 shares; 2024Q4: 1,231 shares; 2025Q1: 1,118 shares; 2025Q2: 1,318 shares; 2025Q3: 1,288 shares; 2025Q4: 1,488 shares; 2026Q1: 1,488 shares; 2026Q2: 1,428 shares 1,428 $1.52M 1.11% -60 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,154 shares; 2024Q4: 5,271 shares; 2025Q1: 4,996 shares; 2025Q2: 4,971 shares; 2025Q3: 4,571 shares; 2025Q4: 4,746 shares; 2026Q1: 4,706 shares; 2026Q2: 4,731 shares 4,731 $1.33M 0.97% +25 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,618 shares; 2024Q4: 1,618 shares; 2025Q1: 1,658 shares; 2025Q2: 1,758 shares; 2025Q3: 1,808 shares; 2025Q4: 1,824 shares; 2026Q1: 1,808 shares; 2026Q2: 1,796 shares 1,796 $1.32M 0.96% -12 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,099 shares; 2024Q4: 9,089 shares; 2025Q1: 9,089 shares; 2025Q2: 9,389 shares; 2025Q3: 9,389 shares; 2025Q4: 8,989 shares; 2026Q1: 9,049 shares; 2026Q2: 8,978 shares 8,978 $1.32M 0.96% -71 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,041 shares; 2024Q4: 9,414 shares; 2025Q1: 9,231 shares; 2025Q2: 9,231 shares; 2025Q3: 9,131 shares; 2025Q4: 9,331 shares; 2026Q1: 9,491 shares; 2026Q2: 9,841 shares 9,841 $1.26M 0.92% +350 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,903 shares; 2024Q4: 5,878 shares; 2025Q1: 5,843 shares; 2025Q2: 5,843 shares; 2025Q3: 5,778 shares; 2025Q4: 5,678 shares; 2026Q1: 5,683 shares; 2026Q2: 5,663 shares 5,663 $1.25M 0.91% -20 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,366 shares; 2024Q4: 7,888 shares; 2025Q1: 7,863 shares; 2025Q2: 7,863 shares; 2025Q3: 8,100 shares; 2025Q4: 8,100 shares; 2026Q1: 8,100 shares; 2026Q2: 8,000 shares 8,000 $1.15M 0.84% -100 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,370 shares; 2024Q4: 3,370 shares; 2025Q1: 3,316 shares; 2025Q2: 3,516 shares; 2025Q3: 3,516 shares; 2025Q4: 3,516 shares; 2026Q1: 3,146 shares; 2026Q2: 3,146 shares 3,146 $1.11M 0.81% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,358 shares; 2024Q4: 10,862 shares; 2025Q1: 10,702 shares; 2025Q2: 10,460 shares; 2025Q3: 10,060 shares; 2025Q4: 9,780 shares; 2026Q1: 9,630 shares; 2026Q2: 11,706 shares 11,706 $1.07M 0.78% +2,076 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 553 shares; 2024Q4: 550 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 696 shares; 2025Q4: 1,696 shares; 2026Q1: 1,696 shares; 2026Q2: 1,896 shares 1,896 $1.07M 0.78% +200 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,053 shares; 2024Q4: 2,053 shares; 2025Q1: 2,016 shares; 2025Q2: 2,116 shares; 2025Q3: 2,116 shares; 2025Q4: 2,016 shares; 2026Q1: 2,071 shares; 2026Q2: 3,361 shares 3,361 $1.06M 0.77% +1,290 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,257 shares; 2024Q4: 10,457 shares; 2025Q1: 10,122 shares; 2025Q2: 9,822 shares; 2025Q3: 9,722 shares; 2025Q4: 9,922 shares; 2026Q1: 9,922 shares; 2026Q2: 10,940 shares 10,940 $1.05M 0.76% +1,018 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,763 shares; 2024Q4: 14,205 shares; 2025Q1: 14,007 shares; 2025Q2: 13,957 shares; 2025Q3: 13,907 shares; 2025Q4: 14,207 shares; 2026Q1: 11,807 shares; 2026Q2: 10,597 shares 10,597 $1.02M 0.74% -1,210 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,642 shares; 2024Q4: 2,642 shares; 2025Q1: 2,641 shares; 2025Q2: 2,651 shares; 2025Q3: 2,671 shares; 2025Q4: 2,771 shares; 2026Q1: 2,771 shares; 2026Q2: 2,871 shares 2,871 $1.01M 0.74% +100 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,495 shares; 2024Q4: 5,328 shares; 2025Q1: 5,262 shares; 2025Q2: 5,262 shares; 2025Q3: 5,401 shares; 2025Q4: 5,401 shares; 2026Q1: 5,238 shares; 2026Q2: 5,488 shares 5,488 $802K 0.58% +250 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,806 shares; 2024Q4: 4,806 shares; 2025Q1: 4,806 shares; 2025Q2: 4,740 shares; 2025Q3: 4,740 shares; 2025Q4: 4,540 shares; 2026Q1: 4,430 shares; 2026Q2: 4,630 shares 4,630 $785K 0.57% +200 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,131 shares; 2025Q4: 1,131 shares; 2026Q1: 1,131 shares; 2026Q2: 1,131 shares 1,131 $777K 0.57% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,525 shares; 2024Q4: 9,525 shares; 2025Q1: 9,525 shares; 2025Q2: 9,725 shares; 2025Q3: 9,625 shares; 2025Q4: 9,425 shares; 2026Q1: 9,425 shares; 2026Q2: 9,425 shares 9,425 $767K 0.56% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,577 shares; 2024Q4: 1,277 shares; 2025Q1: 1,332 shares; 2025Q2: 1,332 shares; 2025Q3: 1,340 shares; 2025Q4: 1,456 shares; 2026Q1: 1,456 shares; 2026Q2: 1,456 shares 1,456 $729K 0.53% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,783 shares; 2024Q4: 3,784 shares; 2025Q1: 3,719 shares; 2025Q2: 3,719 shares; 2025Q3: 3,635 shares; 2025Q4: 3,835 shares; 2026Q1: 3,835 shares; 2026Q2: 3,835 shares 3,835 $694K 0.51% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,661 shares; 2024Q4: 5,661 shares; 2025Q1: 5,661 shares; 2025Q2: 5,511 shares; 2025Q3: 5,411 shares; 2025Q4: 5,311 shares; 2026Q1: 5,301 shares; 2026Q2: 5,301 shares 5,301 $692K 0.5% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,151 shares; 2024Q4: 3,051 shares; 2025Q1: 3,051 shares; 2025Q2: 3,051 shares; 2025Q3: 3,051 shares; 2025Q4: 3,051 shares; 2026Q1: 2,976 shares; 2026Q2: 3,076 shares 3,076 $689K 0.5% +100 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,823 shares; 2024Q4: 3,823 shares; 2025Q1: 3,797 shares; 2025Q2: 3,615 shares; 2025Q3: 3,615 shares; 2025Q4: 3,535 shares; 2026Q1: 3,540 shares; 2026Q2: 3,490 shares 3,490 $565K 0.41% -50 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,447 shares; 2025Q4: 1,447 shares; 2026Q1: 1,547 shares; 2026Q2: 1,547 shares 1,547 $553K 0.4% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,334 shares; 2024Q4: 15,384 shares; 2025Q1: 15,171 shares; 2025Q2: 15,171 shares; 2025Q3: 15,171 shares; 2025Q4: 14,571 shares; 2026Q1: 14,371 shares; 2026Q2: 14,176 shares 14,176 $493K 0.36% -195 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,760 shares; 2024Q4: 1,760 shares; 2025Q1: 1,760 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,620 shares; 2026Q1: 1,620 shares; 2026Q2: 1,620 shares 1,620 $451K 0.33% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,680 shares; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: 1,680 shares; 2025Q3: 1,680 shares; 2025Q4: 1,780 shares; 2026Q1: 1,890 shares; 2026Q2: 1,890 shares 1,890 $450K 0.33% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,073 shares; 2024Q4: 6,173 shares; 2025Q1: 5,821 shares; 2025Q2: 5,821 shares; 2025Q3: 5,721 shares; 2025Q4: 6,121 shares; 2026Q1: 6,471 shares; 2026Q2: 7,300 shares 7,300 $421K 0.31% +829 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,032 shares; 2024Q4: 732 shares; 2025Q1: 707 shares; 2025Q2: 707 shares; 2025Q3: 707 shares; 2025Q4: 807 shares; 2026Q1: 807 shares; 2026Q2: 807 shares 807 $411K 0.3% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 954 shares; 2024Q4: 954 shares; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 1,233 shares; 2025Q4: 1,233 shares; 2026Q1: 1,233 shares; 2026Q2: 4,932 shares 4,932 $397K 0.29% +3,699 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,667 shares; 2025Q3: 2,667 shares; 2025Q4: 2,194 shares; 2026Q1: 2,194 shares; 2026Q2: 2,694 shares 2,694 $377K 0.27% +500 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,733 shares; 2024Q4: 10,583 shares; 2025Q1: 10,483 shares; 2025Q2: 10,683 shares; 2025Q3: 10,533 shares; 2025Q4: 9,658 shares; 2026Q1: 9,420 shares; 2026Q2: 9,095 shares 9,095 $373K 0.27% -325 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,972 shares; 2024Q4: 14,039 shares; 2025Q1: 13,112 shares; 2025Q2: 12,392 shares; 2025Q3: 11,692 shares; 2025Q4: 9,792 shares; 2026Q1: 8,572 shares; 2026Q2: 8,772 shares 8,772 $371K 0.27% +200 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,130 shares; 2024Q4: 7,719 shares; 2025Q1: 6,927 shares; 2025Q2: 7,261 shares; 2025Q3: 7,035 shares; 2025Q4: 5,875 shares; 2026Q1: 5,530 shares; 2026Q2: 5,519 shares 5,519 $353K 0.26% -11 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,097 shares; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares; 2026Q1: 1,438 shares; 2026Q2: 1,438 shares 1,438 $343K 0.25% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 650 shares 650 $337K 0.25% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,592 shares; 2024Q4: 6,442 shares; 2025Q1: 5,967 shares; 2025Q2: 5,967 shares; 2025Q3: 5,067 shares; 2025Q4: 4,567 shares; 2026Q1: 4,394 shares; 2026Q2: 4,294 shares 4,294 $336K 0.24% -100 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,672 shares; 2024Q4: 4,673 shares; 2025Q1: 4,523 shares; 2025Q2: 4,523 shares; 2025Q3: 4,523 shares; 2025Q4: 4,523 shares; 2026Q1: 4,523 shares; 2026Q2: 4,523 shares 4,523 $325K 0.24% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,542 shares; 2024Q4: 18,343 shares; 2025Q1: 16,193 shares; 2025Q2: 15,668 shares; 2025Q3: 14,709 shares; 2025Q4: 10,309 shares; 2026Q1: 10,559 shares; 2026Q2: 12,481 shares 12,481 $301K 0.22% +1,922 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,980 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $288K 0.21% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,754 shares 1,754 $286K 0.21% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 570 shares; 2026Q1: 570 shares; 2026Q2: 570 shares 570 $280K 0.2% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,133 shares; 2024Q4: 1,133 shares; 2025Q1: 1,133 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,135 shares; 2026Q2: 1,235 shares 1,235 $273K 0.2% +100 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,327 shares; 2025Q4: 1,327 shares; 2026Q1: 1,347 shares; 2026Q2: 1,347 shares 1,347 $270K 0.2% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,957 shares 1,957 $268K 0.2% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 515 shares 515 $253K 0.18% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 490 shares 490 $252K 0.18% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 796 shares; 2025Q4: 796 shares; 2026Q1: 796 shares; 2026Q2: 796 shares 796 $241K 0.18% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,977 shares; 2024Q4: 6,816 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,862 shares; 2026Q2: 3,892 shares 3,892 $232K 0.17% +30 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,017 shares; 2024Q4: 16,702 shares; 2025Q1: 16,446 shares; 2025Q2: 15,346 shares; 2025Q3: 11,846 shares; 2025Q4: 10,666 shares; 2026Q1: 10,541 shares; 2026Q2: 11,141 shares 11,141 $231K 0.17% +600 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,097 shares 1,097 $215K 0.16% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,415 shares 2,415 $212K 0.15% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,845 shares; 2024Q4: 1,845 shares; 2025Q1: 1,745 shares; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 1,745 shares; 2026Q1: 1,645 shares; 2026Q2: 1,645 shares 1,645 $207K 0.15% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 396 shares 396 $207K 0.15% new Timeline