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Balboa Wealth Partners’s L3Harris LHX Stock Holding History

Balboa Wealth Partners’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 		– Sell
-653
Closed -$225K – 492
2026
Q1 		$225K Buy
+653
New +$228K 0.04% 378
2025
Q3 		– Sell
-884
Closed -$222K – 423
2025
Q2 		$222K Buy
+884
New +$203K 0.04% 306

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

Balboa Wealth Partners's LHX Position: Q2 2026 in Review

Balboa Wealth Partners sold out of L3Harris (LHX) in Q2 2026, closing a stake of 653 shares — an estimated $225K sold.

Balboa Wealth Partners first reported a position in LHX in Q2 2025 and held it in 2 quarters. The position peaked at $225K in Q1 2026. 1,683 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Balboa Wealth Partners reported no remaining L3Harris position as of Q2 2026 after selling out during the quarter.
  • Balboa Wealth Partners sold 653 L3Harris shares in Q2 2026, an estimated $225K.
  • Balboa Wealth Partners first reported a position in L3Harris in Q2 2025 and held it in 2 quarters.
  • Balboa Wealth Partners's L3Harris position peaked at $225K in Q1 2026.
  • 1,683 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

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