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Colonial Trust Advisors: LMT position timeline

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

Colonial Trust Advisors held 21,926 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,926 shares
    Change vs previous 13F -661 shares

    0.5% of the 13F portfolio, value $11,170,169.

    13F-HR 0001398344-26-013984 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 14,233 shares
    • Colonial Trust Co / SC: 7,693 shares

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

  2. period ended2026-03-31
    13F 22,587 shares
    Change vs previous 13F -782 shares

    0.68% of the 13F portfolio, value $13,651,687.

    13F-HR 0001398344-26-009001 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 14,636 shares
    • Colonial Trust Co / SC: 7,951 shares

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

  3. period ended2025-12-31
    13F 23,369 shares
    Change vs previous 13F -1,637 shares

    0.54% of the 13F portfolio, value $11,302,720.

    13F-HR 0001398344-26-002829 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 15,040 shares
    • Colonial Trust Co / SC: 8,329 shares

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

  4. period ended2025-09-30
    13F 25,006 shares
    Change vs previous 13F -783 shares

    0.61% of the 13F portfolio, value $12,483,457.

    13F-HR 0001398344-25-020602 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 16,189 shares
    • Colonial Trust Co / SC: 8,817 shares

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

  5. period ended2025-06-30
    13F 25,789 shares
    Change vs previous 13F +531 shares

    0.63% of the 13F portfolio, value $11,943,946.

    13F-HR 0001398344-25-015189 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 17,070 shares
    • Colonial Trust Co / SC: 8,719 shares

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

  6. period ended2025-03-31
    13F 25,258 shares
    Change vs previous 13F -957 shares

    0.64% of the 13F portfolio, value $11,282,624.

    13F-HR 0001398344-25-009319 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 16,810 shares
    • Colonial Trust Co / SC: 8,448 shares

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

  7. period ended2024-12-31
    13F 26,215 shares
    Change vs previous 13F +283 shares

    0.71% of the 13F portfolio, value $12,739,183.

    13F-HR 0001398344-25-002651 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 17,223 shares
    • Colonial Trust Co / SC: 8,992 shares

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

  8. period ended2024-09-30
    13F 25,932 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $15,158,983.

    13F-HR 0001398344-24-020481 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 17,096 shares
    • Colonial Trust Co / SC: 8,836 shares

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