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Arete Wealth Advisors’s L3Harris LHX Stock Holding History

Arete Wealth Advisors’s Portfolio LHX Stock Details LHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,300
Closed -$703K – 578
2025
Q3 		$703K Buy
2,300
+46
+2% +$12.6K 0.04% 358
2025
Q2 		$565K Sell
2,254
-73
-3% -$16.8K 0.04% 374
2025
Q1 		$487K Buy
2,327
+289
+14% +$60.6K 0.04% 401
2024
Q4 		$427K Buy
2,038
+169
+9% +$40.5K 0.03% 456
2024
Q3 		$442K Sell
1,869
-24
-1% -$5.54K 0.04% 403
2024
Q2 		$424K Buy
+1,893
New +$409K 0.03% 428
2020
Q1 		– Sell
-1,268
Closed -$251K – 385
2019
Q4 		$251K Sell
1,268
-45
-3% -$9.03K 0.04% 331
2019
Q3 		$274K Buy
+1,313
New +$269K 0.05% 307
2018
Q4 		– Sell
-1,528
Closed -$259K – 390
2018
Q3 		$259K Sell
1,528
-613
-29% -$97.5K 0.06% 292
2018
Q2 		$309K Sell
2,141
-378
-15% -$58.5K 0.07% 262
2018
Q1 		$406K Buy
2,519
+5
+0.2% +$764 0.13% 190
2017
Q4 		$356K Buy
+2,514
New +$351K 0.12% 209

Other funds holding LHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arete Wealth Advisors's LHX Position: Q4 2025 in Review

Arete Wealth Advisors sold out of L3Harris (LHX) in Q4 2025, closing a stake of 2,300 shares — an estimated $703K sold.

Arete Wealth Advisors first reported a position in LHX in Q4 2017 and held it in 12 quarters. The position peaked at $703K in Q3 2025. 1,625 funds tracked by Wall St. Rank hold LHX as of Q4 2025.

  • Arete Wealth Advisors reported no remaining L3Harris position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,300 L3Harris shares in Q4 2025, an estimated $703K.
  • Arete Wealth Advisors first reported a position in L3Harris in Q4 2017 and held it in 12 quarters.
  • Arete Wealth Advisors's L3Harris position peaked at $703K in Q3 2025.
  • 1,625 funds tracked by Wall St. Rank held L3Harris as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.