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Caldwell Investment Management’s L3Harris LHX Stock Holding History

Caldwell Investment 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
Q1 		$2.59M Buy
+7,600
New +$2.66M 1.01% 15

Other funds holding LHX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Caldwell Investment Management's LHX Position: Q1 2026 in Review

Caldwell Investment Management opened a new position in L3Harris (LHX) in Q1 2026: 7,600 shares worth $2.59M. The stake represents 1.01% of the portfolio and ranks #15 among its holdings.

1,729 funds tracked by Wall St. Rank hold LHX as of Q1 2026.

  • Caldwell Investment Management held 7,600 shares of L3Harris worth $2.59M as of Q1 2026.
  • L3Harris was a new Caldwell Investment Management position in Q1 2026.
  • L3Harris made up 1.01% of Caldwell Investment Management's portfolio in Q1 2026, its #15 holding.
  • 1,729 funds tracked by Wall St. Rank held L3Harris as of Q1 2026.

Based on Caldwell Investment Management's 13F filing for Q1 2026, filed 14 May 2026.