Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s L3Harris LHX Stock Holding History

Carson Wealth (CWM LLC)’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 		$3.22M Buy
9,343
+1,403
+18% +$490K 0.01% 1000
2025
Q4 		$2.33M Buy
7,940
+650
+9% +$188K 0.01% 1087
2025
Q3 		$2.23M Buy
7,290
+1,444
+25% +$395K 0.01% 1047
2025
Q2 		$1.47M Buy
5,846
+420
+8% +$96.5K 0.01% 1072
2025
Q1 		$1.14M Sell
5,426
-335
-6% -$70.2K ﹤0.01% 1063
2024
Q4 		$1.21M Sell
5,761
-193
-3% -$46.3K 0.01% 982
2024
Q3 		$1.42M Buy
5,954
+265
+5% +$61.2K 0.01% 848
2024
Q2 		$1.28M Sell
5,689
-230
-4% -$49.7K 0.01% 789
2024
Q1 		$1.26M Sell
5,919
-126
-2% -$26.5K 0.01% 770
2023
Q4 		$1.27M Buy
6,045
+639
+12% +$120K 0.01% 708
2023
Q3 		$941K Buy
5,406
+408
+8% +$75K 0.01% 782
2023
Q2 		$978K Sell
4,998
-285
-5% -$54.5K 0.01% 727
2023
Q1 		$1.04M Buy
5,283
+333
+7% +$68.1K 0.01% 655
2022
Q4 		$1.03M Sell
4,950
-678
-12% -$153K 0.01% 605
2022
Q3 		$1.17M Buy
5,628
+882
+19% +$203K 0.01% 523
2022
Q2 		$1.15M Buy
4,746
+426
+10% +$103K 0.01% 535
2022
Q1 		$1.07M Buy
4,320
+571
+15% +$133K 0.01% 544
2021
Q4 		$799K Buy
+3,749
New +$831K 0.01% 625
2021
Q2 		$867K Hold
4,010
– – 0.01% 587
2021
Q1 		$867K Hold
4,010
– – 0.01% 587
2020
Q4 		$867K Hold
4,010
– – 0.01% 587
2020
Q3 		$867K Hold
4,010
– – 0.01% 587
2020
Q2 		$867K Hold
4,010
– – 0.01% 587
2020
Q1 		$867K Hold
4,010
– – 0.01% 587
2019
Q4 		$867K Hold
4,010
– – 0.01% 587
2019
Q3 		$867K Hold
4,010
– – 0.01% 587
2019
Q2 		$867K Hold
4,010
– – 0.01% 587
2019
Q1 		$867K Buy
4,010
+2,915
+266% +$449K 0.01% 587
2018
Q4 		$147K Buy
1,095
+17
+2% +$2.57K ﹤0.01% 659
2018
Q3 		$182K Sell
1,078
-105
-9% -$16.7K ﹤0.01% 529
2018
Q2 		$171K Buy
1,183
+341
+40% +$52.8K 0.01% 447
2018
Q1 		$136K Hold
842
– – 0.01% 410
2017
Q4 		$119K Hold
842
– – 0.01% 409
2017
Q3 		$111K Sell
842
-20
-2% -$2.4K 0.01% 403
2017
Q2 		$94K Buy
862
+57
+7% +$6.28K ﹤0.01% 391
2017
Q1 		$90K Sell
805
-22
-3% -$2.35K 0.01% 376
2016
Q4 		$85K Sell
827
-25
-3% -$2.47K 0.01% 376
2016
Q3 		$78K Hold
852
– – 0.01% 364
2016
Q2 		$71K Buy
852
+746
+704% +$58.9K 0.01% 340
2016
Q1 		$8K Sell
106
-155
-59% -$12.4K ﹤0.01% 553
2015
Q4 		$23K Sell
261
-191
-42% -$15.4K ﹤0.01% 386
2015
Q3 		$33K Buy
+452
New +$35.4K ﹤0.01% 320
2015
Q2 		– Sell
-122,124
Closed -$9.62M – 191
2015
Q1 		$9.62M Buy
122,124
+51,329
+73% +$3.74M 0.97% 35
2014
Q4 		$5.08M Buy
+70,795
New +$4.9M 0.62% 49

Other funds holding LHX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.89T 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

Carson Wealth (CWM LLC)'s LHX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its L3Harris (LHX) stake by 18% in Q1 2026, buying an estimated $490K and bringing the position to 9,343 shares worth $3.22M. The position accounts for 0.01% of the portfolio, ranked #1000.

Carson Wealth (CWM LLC) first reported a position in LHX in Q4 2014 and has held it in 44 quarters since. The position peaked at $9.62M in Q1 2015. 1,739 funds tracked by Wall St. Rank hold LHX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,343 shares of L3Harris worth $3.22M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,403 L3Harris shares in Q1 2026, an estimated $490K.
  • L3Harris made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1000 holding.
  • Carson Wealth (CWM LLC) first reported a position in L3Harris in Q4 2014 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s L3Harris position peaked at $9.62M in Q1 2015.
  • 1,739 funds tracked by Wall St. Rank held L3Harris as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.