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Balanced Wealth Group’s L3Harris LHX Stock Holding History

Balanced Wealth Group’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
2026
Q2 		$363K Buy
1,248
+165
+15% +$52.4K 0.11% 59
2026
Q1 		$374K Buy
1,083
+1
+0.1% +$349 0.13% 55
2025
Q4 		$325K Buy
1,082
+1
+0.1% +$289 0.12% 56
2025
Q3 		$273K Hold
1,081
– – 0.12% 62
2025
Q2 		$297K Buy
1,081
+110
+11% +$25.3K 0.13% 58
2025
Q1 		$203K Hold
971
– – 0.1% 64
2024
Q4 		$206K Hold
971
– – 0.09% 65
2024
Q3 		$231K Hold
971
– – 0.1% 62
2024
Q2 		$215K Hold
971
– – 0.1% 65
2024
Q1 		$213K Hold
971
– – 0.09% 68
2023
Q4 		$204K Buy
+971
New +$182K 0.11% 63

Other funds holding LHX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Balanced Wealth Group's LHX Position: Q2 2026 in Review

Balanced Wealth Group increased its L3Harris (LHX) stake by 15% in Q2 2026, buying an estimated $52.4K and bringing the position to 1,248 shares worth $363K. The position accounts for 0.11% of the portfolio, ranked #59.

Balanced Wealth Group first reported a position in LHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $374K in Q1 2026. 1,685 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Balanced Wealth Group held 1,248 shares of L3Harris worth $363K as of Q2 2026.
  • Balanced Wealth Group bought 165 L3Harris shares in Q2 2026, an estimated $52.4K.
  • L3Harris made up 0.11% of Balanced Wealth Group's portfolio in Q2 2026, its #59 holding.
  • Balanced Wealth Group first reported a position in L3Harris in Q4 2023 and has held it in 11 quarters since.
  • Balanced Wealth Group's L3Harris position peaked at $374K in Q1 2026.
  • 1,685 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.