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Charles Schwab Trust Co: LMT position timeline

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

Charles Schwab Trust Co held 7,806,000 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,806,000 shares
    Change vs previous 13F +653,551 shares

    0.53% of the 13F portfolio, value $3,976,064,424.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 7,152,449 shares
    Change vs previous 13F -1,487,163 shares

    0.66% of the 13F portfolio, value $4,324,688,577.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 7,152,449 shares
    • Charles Schwab Trust Co: 0 shares

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

  3. period ended2025-12-31
    13F 8,639,612 shares
    Change vs previous 13F +114,863 shares

    0.65% of the 13F portfolio, value $4,178,726,121.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 8,638,936 shares
    • Charles Schwab Trust Co: 676 shares

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

  4. period ended2025-09-30
    13F 8,524,749 shares
    Change vs previous 13F +676,388 shares

    0.68% of the 13F portfolio, value $4,255,058,837.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 8,524,036 shares
    • Charles Schwab Trust Co: 713 shares

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

  5. period ended2025-06-30
    13F 7,848,361 shares
    Change vs previous 13F -183,832 shares

    0.63% of the 13F portfolio, value $3,634,574,445.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 7,847,690 shares
    • Charles Schwab Trust Co: 671 shares

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

  6. period ended2025-03-31
    13F/A 8,032,193 shares
    Change vs previous 13F +560,600 shares

    0.67% of the 13F portfolio, value $3,587,741,493.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 8,031,528 shares
    • Charles Schwab Trust Co: 665 shares

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

  7. period ended2024-12-31
    13F 7,471,593 shares
    Change vs previous 13F +1,132,983 shares

    0.67% of the 13F portfolio, value $3,630,746,046.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 7,471,071 shares
    • Charles Schwab Trust Co: 522 shares

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

  8. period ended2024-09-30
    13F 6,338,610 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $3,705,199,059.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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