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Capital Advisors Wealth Management’s L3Harris LHX Stock Holding History

Capital Advisors 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 		$702K Sell
2,416
-134
-5% -$42.6K 0.08% 124
2026
Q1 		$880K Buy
2,550
+151
+6% +$52.8K 0.12% 96
2025
Q4 		$704K Buy
2,399
+9
+0.4% +$2.6K 0.1% 109
2025
Q3 		$730K Buy
2,390
+10
+0.4% +$2.73K 0.1% 101
2025
Q2 		$597K Buy
2,380
+208
+10% +$47.8K 0.09% 104
2025
Q1 		$455K Sell
2,172
-101
-4% -$21.2K 0.08% 110
2024
Q4 		$478K Buy
2,273
+247
+12% +$59.2K 0.09% 95
2024
Q3 		$482K Buy
2,026
+501
+33% +$116K 0.09% 94
2024
Q2 		$343K Buy
+1,525
New +$330K 0.07% 112

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

Capital Advisors Wealth Management's LHX Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its L3Harris (LHX) stake by 5.3% in Q2 2026, selling an estimated $42.6K and leaving 2,416 shares worth $702K. The position accounts for 0.08% of the portfolio, ranked #124.

Capital Advisors Wealth Management first reported a position in LHX in Q2 2024 and has held it in 9 quarters since. The position peaked at $880K in Q1 2026. 1,685 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Capital Advisors Wealth Management held 2,416 shares of L3Harris worth $702K as of Q2 2026.
  • Capital Advisors Wealth Management sold 134 L3Harris shares in Q2 2026, an estimated $42.6K.
  • L3Harris made up 0.08% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Capital Advisors Wealth Management first reported a position in L3Harris in Q2 2024 and has held it in 9 quarters since.
  • Capital Advisors Wealth Management's L3Harris position peaked at $880K in Q1 2026.
  • 1,685 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.