Position in LMT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$750,434
+$203,462 QoQ
Shares Held
1,473
+62.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,499
of 2,766 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in LMT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Convergence Financial, LLC holds $7,084,259 across 6 Aerospace & Defense names. LMT ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
26,740 | $4,568,796 | |
| 2 | RTX |
RTX Corp
|
4,826 | $915,636 | |
| 3 | LMT |
Lockheed Martin Corp
This page
|
1,473 | $750,434 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
1,887 | $417,177 | |
| 5 | GE |
General Electric Co
|
605 | $226,106 | |
| 6 | CW |
Curtiss Wright Corp
|
272 | $206,110 |
All Filings in LMT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $750,434 | 1,473 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $546,972 | 905 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $510,271 | 1,055 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $980,448 | 1,964 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $792,432 | 1,711 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $718,756 | 1,609 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $656,990 | 1,352 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $649,446 | 1,111 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $617,973 | 1,323 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||