Convergence Financial’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$750K Buy
1,473
+568
+63% +$307K 0.06% 141
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

Convergence Financial's LMT Position: Q2 2026 in Review

Convergence Financial increased its Lockheed Martin (LMT) stake by 63% in Q2 2026, buying an estimated $307K and bringing the position to 1,473 shares worth $750K. The position accounts for 0.06% of the portfolio, ranked #141.

Convergence Financial first reported a position in LMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $980K in Q3 2025. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Convergence Financial held 1,473 shares of Lockheed Martin worth $750K as of Q2 2026.
  • Convergence Financial bought 568 Lockheed Martin shares in Q2 2026, an estimated $307K.
  • Lockheed Martin made up 0.06% of Convergence Financial's portfolio in Q2 2026, its #141 holding.
  • Convergence Financial first reported a position in Lockheed Martin in Q2 2024 and has held it in 9 quarters since.
  • Convergence Financial's Lockheed Martin position peaked at $980K in Q3 2025.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.