Convergence Investment Partners, LLC

Position in LMT — Lockheed Martin Corp

CIK 1456133 PALM BEACH GARDENS, FL

Position in LMT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,147,373

-$292,549 QoQ

Shares Held

4,215

+4.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#938

of 2,776 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Convergence Investment Partners, LLC holds $20,611,493 across 7 Aerospace & Defense names. LMT ranks #4 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	28,746	$5,453,978
2	HWM	Howmet Aerospace Inc.	16,955	$4,558,521
3	TXT	Textron Inc	45,090	$4,136,105
4	LMT	Lockheed Martin Corp This page	4,215	$2,147,373
5	GE	General Electric Co	4,451	$1,663,472
6	PL	Planet Labs PBC	41,728	$1,382,448
7	GD	General Dynamics Corp	3,584	$1,269,596

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,147,373	4,215	+4.4%	Shares	Sole	2026-07-31
2026-03-31	$2,439,922	4,037	+2.4%	Shares	Sole	2026-05-07
2025-12-31	$1,907,110	3,943	+8.9%	Shares	Sole	2026-02-05
2025-09-30	$1,807,639	3,621	-0.4%	Shares	Sole	2025-11-04
2025-06-30	$1,683,050	3,634	-0.6%	Shares	Sole	2025-08-01
2025-03-31	$1,633,618	3,657	-2.1%	Shares	Sole	2025-05-06
2024-12-31	$1,814,499	3,734	-29.9%	Shares	Sole	2025-01-31
2024-09-30	$3,113,951	5,327	+39.3%	Shares	Sole	2024-10-29
2024-06-30	$1,785,723	3,823	+5.5%	Shares	Sole	2024-08-01
2024-03-31	$1,648,903	3,625	+4.8%	Shares	Sole	2024-05-03
2023-12-31	$1,567,757	3,459	-4.1%	Shares	Sole	2024-02-05
2023-09-30	$1,475,527	3,608	-21.9%	Shares	Sole	2023-11-02
2023-06-30	$2,127,876	4,622	+6.5%	Shares	Sole	2023-07-26
2023-03-31	$2,051,648	4,340	-6.4%	Shares	Sole	2023-05-09
2022-12-31	$2,255,854	4,637	+2.6%	Shares	Sole	2023-02-03
2022-09-30	$1,746,417	4,521	+0.8%	Shares	Sole	2022-11-08
2022-06-30	$1,929,230	4,487	-0.7%	Shares	Sole	2022-08-05
2022-03-31	$1,994,686	4,519	+12.3%	Shares	Sole	2022-04-26
2021-12-31	$1,430,169	4,024	-1.0%	Shares	Sole	2022-01-25
2021-09-30	$1,402,486	4,064	-30.9%	Shares	Sole	2021-10-25
2021-06-30	$2,226,211	5,884	+0.9%	Shares	Sole	2021-07-19
2021-03-31	$2,154,554	5,831	-9.8%	Shares	Sole	2021-04-30
2020-12-31	$2,293,525	6,461	-24.7%	Shares	Sole	2021-02-05
2020-09-30	$3,287,392	8,577	-6.0%	Shares	Sole	2020-10-28
2020-06-30	$3,330,989	9,128	+10.8%	Shares	Sole	2020-07-30
2020-03-31	$2,792,609	8,239	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.