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BankPlus Wealth Management’s L3Harris LHX Stock Holding History

BankPlus Wealth Management’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 		$667K Buy
2,292
+118
+5% +$37.5K 0.3% 52
2026
Q1 		$751K Sell
2,174
-8
-0.4% -$2.8K 0.39% 42
2025
Q4 		$641K Buy
2,182
+5
+0.2% +$1.45K 0.35% 51
2025
Q3 		$665K Buy
2,177
+71
+3% +$19.4K 0.39% 45
2025
Q2 		$528K Buy
2,106
+45
+2% +$10.3K 0.35% 54
2025
Q1 		$432K Buy
2,061
+117
+6% +$24.5K 0.32% 65
2024
Q4 		$409K Buy
+1,944
New +$466K 0.3% 68

Other funds holding LHX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

BankPlus Wealth Management's LHX Position: Q2 2026 in Review

BankPlus Wealth Management increased its L3Harris (LHX) stake by 5.4% in Q2 2026, buying an estimated $37.5K and bringing the position to 2,292 shares worth $667K. The position accounts for 0.3% of the portfolio, ranked #52.

BankPlus Wealth Management first reported a position in LHX in Q4 2024 and has held it in 7 quarters since. The position peaked at $751K in Q1 2026. 746 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • BankPlus Wealth Management held 2,292 shares of L3Harris worth $667K as of Q2 2026.
  • BankPlus Wealth Management bought 118 L3Harris shares in Q2 2026, an estimated $37.5K.
  • L3Harris made up 0.3% of BankPlus Wealth Management's portfolio in Q2 2026, its #52 holding.
  • BankPlus Wealth Management first reported a position in L3Harris in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Wealth Management's L3Harris position peaked at $751K in Q1 2026.
  • 746 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.