Bernardo Wealth Planning’s L3Harris LHX Stock Holding History

Bernardo Wealth Planning’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	-621	Closed	-$214K	–	142
2026 Q1	$214K	Buy	+621	New	+$217K	0.04%	120
2021 Q1	–	Sell	-2,226	Closed	-$420K	–	113
2020 Q4	$420K	Hold	2,226	–	–	0.16%	109
2020 Q3	$378K	Hold	2,226	–	–	0.17%	100
2020 Q2	$377K	Sell	2,226 -49	-2%	-$9.21K	0.2%	93
2020 Q1	$409K	Buy	2,275 +7	+0.3%	+$1.44K	0.28%	88
2019 Q4	$448K	Hold	2,268	–	–	0.27%	87
2019 Q3	$473K	Buy	2,268 +965	+74%	+$198K	0.34%	71
2019 Q2	$246K	Sell	1,303 -42	-3%	-$7.58K	0.19%	117
2019 Q1	$215K	Buy	+1,345	New	+$207K	0.17%	134

Other funds holding LHX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bernardo Wealth Planning's LHX Position: Q2 2026 in Review

Bernardo Wealth Planning sold out of L3Harris (LHX) in Q2 2026, closing a stake of 621 shares — an estimated $214K sold.

Bernardo Wealth Planning first reported a position in LHX in Q1 2019 and held it in 9 quarters. The position peaked at $473K in Q3 2019. 1,691 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

Bernardo Wealth Planning reported no remaining L3Harris position as of Q2 2026 after selling out during the quarter.
Bernardo Wealth Planning sold 621 L3Harris shares in Q2 2026, an estimated $214K.
Bernardo Wealth Planning first reported a position in L3Harris in Q1 2019 and held it in 9 quarters.
Bernardo Wealth Planning's L3Harris position peaked at $473K in Q3 2019.
1,691 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.