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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
Q2 		– Sell
-7,600
Closed -$2.59M – 50
2026
Q1 		$2.59M Buy
+7,600
New +$2.66M 1.01% 15

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

Caldwell Investment Management's LHX Position: Q2 2026 in Review

Caldwell Investment Management sold out of L3Harris (LHX) in Q2 2026, closing a stake of 7,600 shares — an estimated $2.59M sold.

Caldwell Investment Management first reported a position in LHX in Q1 2026 and held it in 1 quarter. The position peaked at $2.59M in Q1 2026. 1,694 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Caldwell Investment Management reported no remaining L3Harris position as of Q2 2026 after selling out during the quarter.
  • Caldwell Investment Management sold 7,600 L3Harris shares in Q2 2026, an estimated $2.59M.
  • Caldwell Investment Management first reported a position in L3Harris in Q1 2026 and held it in 1 quarter.
  • Caldwell Investment Management's L3Harris position peaked at $2.59M in Q1 2026.
  • 1,694 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.