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Timothy G. Youngquist 2020 Irrevocable Trust’s Lockheed Martin LMT Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-72
Closed -$43.5K – 327
2026
Q1 		$43.5K Buy
+72
New +$44.4K 0.02% 236

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State Street
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BlackRock
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's LMT Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 72 shares — an estimated $43.5K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in LMT in Q1 2026 and held it in 1 quarter. The position peaked at $43.5K in Q1 2026. 1,812 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 72 Lockheed Martin shares in Q2 2026, an estimated $43.5K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Lockheed Martin in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Lockheed Martin position peaked at $43.5K in Q1 2026.
  • 1,812 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.