AAS
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Avantax Advisory Services’s L3Harris LHX Stock Holding History

Avantax Advisory Services’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
Q2 		$5.2M Buy
20,723
+1,267
+7% +$291K 0.03% 442
2025
Q1 		$4.07M Buy
19,456
+1,419
+8% +$297K 0.02% 487
2024
Q4 		$3.79M Buy
18,037
+576
+3% +$138K 0.02% 487
2024
Q3 		$4.15M Buy
17,461
+1,034
+6% +$239K 0.03% 438
2024
Q2 		$3.69M Buy
16,427
+4,216
+35% +$911K 0.03% 463
2024
Q1 		$2.6M Sell
12,211
-89
-0.7% -$18.7K 0.02% 471
2023
Q4 		$2.59M Buy
12,300
+249
+2% +$46.7K 0.03% 435
2023
Q3 		$2.1M Buy
12,051
+3,221
+36% +$592K 0.02% 446
2023
Q2 		$1.73M Sell
8,830
-1,923
-18% -$368K 0.02% 500
2023
Q1 		$2.11M Buy
10,753
+1,476
+16% +$302K 0.03% 429
2022
Q4 		$1.93M Buy
9,277
+640
+7% +$144K 0.03% 435
2022
Q3 		$1.79M Buy
8,637
+146
+2% +$33.7K 0.03% 399
2022
Q2 		$2.05M Buy
8,491
+49
+0.6% +$11.8K 0.03% 372
2022
Q1 		$2.1M Sell
8,442
-239
-3% -$55.7K 0.03% 368
2021
Q4 		$1.85M Buy
8,681
+1,153
+15% +$256K 0.03% 381
2021
Q3 		$1.66M Buy
7,528
+112
+2% +$25.5K 0.03% 379
2021
Q2 		$1.61M Buy
7,416
+362
+5% +$77.8K 0.03% 377
2021
Q1 		$1.43M Buy
7,054
+95
+1% +$17.8K 0.03% 360
2020
Q4 		$1.31M Sell
6,959
-704
-9% -$129K 0.03% 343
2020
Q3 		$1.3M Buy
7,663
+4,508
+143% +$791K 0.02% 463
2020
Q2 		$537K Buy
3,155
+148
+5% +$27.8K 0.02% 465
2020
Q1 		$542K Sell
3,007
-852
-22% -$175K 0.02% 418
2019
Q4 		$763K Sell
3,859
-839
-18% -$168K 0.02% 390
2019
Q3 		$978K Buy
+4,698
New +$962K 0.04% 215
2019
Q2 		– Sell
-3,097
Closed -$495K – 532
2019
Q1 		$495K Buy
3,097
+1
+0% +$154 0.03% 278
2018
Q4 		$418K Buy
+3,096
New +$468K 0.07% 249

Other funds holding LHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's LHX Position: Q2 2025 in Review

Avantax Advisory Services increased its L3Harris (LHX) stake by 6.5% in Q2 2025, buying an estimated $291K and bringing the position to 20,723 shares worth $5.2M. The position accounts for 0.03% of the portfolio, ranked #442.

Avantax Advisory Services first reported a position in LHX in Q4 2018 and has held it in 26 quarters since. 1,446 funds tracked by Wall St. Rank hold LHX as of Q2 2025.

  • Avantax Advisory Services held 20,723 shares of L3Harris worth $5.2M as of Q2 2025.
  • Avantax Advisory Services bought 1,267 L3Harris shares in Q2 2025, an estimated $291K.
  • L3Harris made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #442 holding.
  • Avantax Advisory Services first reported a position in L3Harris in Q4 2018 and has held it in 26 quarters since.
  • 1,446 funds tracked by Wall St. Rank held L3Harris as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.