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Convergence Financial’s Lockheed Martin LMT Stock Holding History

Convergence Financial’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 		$545K Sell
905
-150
-14% -$92.4K 0.06% 140
2025
Q4 		$510K Sell
1,055
-909
-46% -$435K 0.07% 122
2025
Q3 		$980K Buy
1,964
+253
+15% +$115K 0.15% 86
2025
Q2 		$792K Buy
1,711
+102
+6% +$47.7K 0.14% 88
2025
Q1 		$719K Buy
1,609
+257
+19% +$118K 0.14% 82
2024
Q4 		$657K Buy
1,352
+241
+22% +$131K 0.13% 77
2024
Q3 		$649K Sell
1,111
-212
-16% -$114K 0.14% 78
2024
Q2 		$618K Buy
+1,323
New +$611K 0.16% 76

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Convergence Financial's LMT Position: Q1 2026 in Review

Convergence Financial reduced its Lockheed Martin (LMT) stake by 14% in Q1 2026, selling an estimated $92.4K and leaving 905 shares worth $545K. The position accounts for 0.06% of the portfolio, ranked #140.

Convergence Financial first reported a position in LMT in Q2 2024 and has held it in 8 quarters since. The position peaked at $980K in Q3 2025. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Convergence Financial held 905 shares of Lockheed Martin worth $545K as of Q1 2026.
  • Convergence Financial sold 150 Lockheed Martin shares in Q1 2026, an estimated $92.4K.
  • Lockheed Martin made up 0.06% of Convergence Financial's portfolio in Q1 2026, its #140 holding.
  • Convergence Financial first reported a position in Lockheed Martin in Q2 2024 and has held it in 8 quarters since.
  • Convergence Financial's Lockheed Martin position peaked at $980K in Q3 2025.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.