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BKM Wealth Management’s L3Harris LHX Stock Holding History

BKM 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 		$2.04M Sell
7,013
-1,615
-19% -$513K 0.72% 38
2026
Q1 		$2.98M Sell
8,628
-54
-0.6% -$18.9K 1.09% 25
2025
Q4 		$2.55M Buy
8,682
+1,457
+20% +$421K 0.93% 31
2025
Q3 		$2.21M Sell
7,225
-59
-0.8% -$16.1K 0.81% 37
2025
Q2 		$1.83M Sell
7,284
-98
-1% -$22.5K 0.71% 44
2025
Q1 		$1.55M Buy
7,382
+699
+10% +$147K 0.64% 51
2024
Q4 		$1.41M Buy
6,683
+20
+0.3% +$4.79K 0.58% 55
2024
Q3 		$1.58M Buy
6,663
+328
+5% +$75.7K 0.64% 46
2024
Q2 		$1.42M Buy
6,335
+472
+8% +$102K 0.68% 45
2024
Q1 		$1.25M Buy
5,863
+649
+12% +$136K 0.54% 61
2023
Q4 		$1.1M Buy
+5,214
New +$978K 0.47% 59

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

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

BKM Wealth Management reduced its L3Harris (LHX) stake by 19% in Q2 2026, selling an estimated $513K and leaving 7,013 shares worth $2.04M. The position accounts for 0.72% of the portfolio, ranked #38.

BKM Wealth Management first reported a position in LHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.98M in Q1 2026. 1,685 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • BKM Wealth Management held 7,013 shares of L3Harris worth $2.04M as of Q2 2026.
  • BKM Wealth Management sold 1,615 L3Harris shares in Q2 2026, an estimated $513K.
  • L3Harris made up 0.72% of BKM Wealth Management's portfolio in Q2 2026, its #38 holding.
  • BKM Wealth Management first reported a position in L3Harris in Q4 2023 and has held it in 11 quarters since.
  • BKM Wealth Management's L3Harris position peaked at $2.98M in Q1 2026.
  • 1,685 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.