Trustco Bank (New York)’s Lockheed Martin LMT Stock Holding History

Trustco Bank (New York)’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 Q1	$488K	Hold	807	–	–	0.43%	49
2025 Q4	$390K	Buy	807 +100	+14%	+$47.9K	0.35%	54
2025 Q3	$353K	Hold	707	–	–	0.32%	56
2025 Q2	$327K	Hold	707	–	–	0.32%	55
2025 Q1	$316K	Sell	707 -25	-3%	-$11.5K	0.34%	57
2024 Q4	$356K	Sell	732 -300	-29%	-$164K	0.38%	53
2024 Q3	$603K	Hold	1,032	–	–	0.61%	42
2024 Q2	$482K	Hold	1,032	–	–	0.51%	46
2024 Q1	$469K	Hold	1,032	–	–	0.49%	46
2023 Q4	$468K	Hold	1,032	–	–	0.51%	51
2023 Q3	$422K	Sell	1,032 -25	-2%	-$11.1K	0.48%	51
2023 Q2	$487K	Hold	1,057	–	–	0.52%	46
2023 Q1	$500K	Hold	1,057	–	–	0.55%	44
2022 Q4	$514K	Hold	1,057	–	–	0.57%	45
2022 Q3	$408K	Hold	1,057	–	–	0.5%	49
2022 Q2	$454K	Hold	1,057	–	–	0.49%	47
2022 Q1	$466K	Sell	1,057 -3	-0.3%	-$1.22K	0.46%	48
2021 Q4	$376K	Hold	1,060	–	–	0.33%	58
2021 Q3	$366K	Buy	1,060 +3	+0.3%	+$1.09K	0.34%	58
2021 Q2	$400K	Hold	1,057	–	–	0.36%	59
2021 Q1	$391K	Hold	1,057	–	–	0.33%	60
2020 Q4	$375K	Hold	1,057	–	–	0.33%	61
2020 Q3	$405K	Hold	1,057	–	–	0.48%	48
2020 Q2	$386K	Hold	1,057	–	–	0.49%	49
2020 Q1	$359K	Hold	1,057	–	–	0.51%	48
2019 Q4	$412K	Hold	1,057	–	–	0.45%	49
2019 Q3	$412K	Hold	1,057	–	–	0.45%	50
2019 Q2	$384K	Sell	1,057 -200	-16%	-$66.9K	0.43%	50
2019 Q1	$377K	Hold	1,257	–	–	0.42%	50
2018 Q4	$330K	Hold	1,257	–	–	0.61%	36
2018 Q3	$434K	Sell	1,257 -10	-0.8%	-$3.23K	0.47%	49
2018 Q2	$374K	Hold	1,267	–	–	0.39%	51
2018 Q1	$428K	Buy	1,267 +10	+0.8%	+$3.4K	0.44%	51
2017 Q4	$403K	Hold	1,257	–	–	0.42%	48
2017 Q3	$390K	Hold	1,257	–	–	0.38%	53
2017 Q2	$349K	Buy	+1,257	New	+$345K	0.35%	57
2015 Q1	–	Sell	-1,316	Closed	-$253K	–	67
2014 Q4	$253K	Hold	1,316	–	–	0.23%	60
2014 Q3	$241K	Hold	1,316	–	–	0.22%	62
2014 Q2	$212K	Hold	1,316	–	–	0.2%	63
2014 Q1	$215K	Buy	+1,316	New	+$207K	0.2%	65

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Trustco Bank (New York)'s LMT Position: Q1 2026 in Review

Trustco Bank (New York) held its Lockheed Martin (LMT) position steady in Q1 2026 at 807 shares worth $488K. The position accounts for 0.43% of the portfolio, ranked #49.

Trustco Bank (New York) first reported a position in LMT in Q1 2014 and has held it in 40 quarters since. The position peaked at $603K in Q3 2024. 2,916 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Trustco Bank (New York) held 807 shares of Lockheed Martin worth $488K as of Q1 2026.
Trustco Bank (New York) left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 0.43% of Trustco Bank (New York)'s portfolio in Q1 2026, its #49 holding.
Trustco Bank (New York) first reported a position in Lockheed Martin in Q1 2014 and has held it in 40 quarters since.
Trustco Bank (New York)'s Lockheed Martin position peaked at $603K in Q3 2024.
2,916 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Trustco Bank (New York)'s 13F filing for Q1 2026, filed 13 May 2026.