Applied Finance Capital Management’s L3Harris LHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$417K Sell
1,436
-215
-13% -$68.3K 0.03% 161
2026
Q1
$570K Buy
1,651
+2
+0.1% +$699 0.04% 146
2025
Q4
$484K Sell
1,649
-1,574
-49% -$455K 0.03% 156
2025
Q3
$984K Sell
3,223
-1,126
-26% -$308K 0.07% 105
2025
Q2
$1.09M Buy
+4,349
New +$999K 0.07% 107

Other funds holding LHX

Applied Finance Capital Management's LHX Position: Q2 2026 in Review

Applied Finance Capital Management reduced its L3Harris (LHX) stake by 13% in Q2 2026, selling an estimated $68.3K and leaving 1,436 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #161.

Applied Finance Capital Management first reported a position in LHX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.09M in Q2 2025. 1,685 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Applied Finance Capital Management held 1,436 shares of L3Harris worth $417K as of Q2 2026.
  • Applied Finance Capital Management sold 215 L3Harris shares in Q2 2026, an estimated $68.3K.
  • L3Harris made up 0.03% of Applied Finance Capital Management's portfolio in Q2 2026, its #161 holding.
  • Applied Finance Capital Management first reported a position in L3Harris in Q2 2025 and has held it in 5 quarters since.
  • Applied Finance Capital Management's L3Harris position peaked at $1.09M in Q2 2025.
  • 1,685 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.