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CM Wealth Advisors’s L3Harris LHX Stock Holding History

CM Wealth Advisors’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 		$411K Sell
1,413
-162
-10% -$51.5K 0.07% 113
2026
Q1 		$544K Sell
1,575
-2
-0.1% -$699 0.12% 72
2025
Q4 		$463K Buy
1,577
+850
+117% +$246K 0.1% 81
2025
Q3 		$222K Buy
+727
New +$199K 0.06% 85
2024
Q2 		– Sell
-1,769
Closed -$382K – 131
2024
Q1 		$382K Buy
+1,769
New +$372K 0.11% 107
2023
Q2 		– Sell
-4,781
Closed -$930K – 308
2023
Q1 		$930K Buy
4,781
+3,171
+197% +$648K 0.18% 170
2022
Q4 		$335K Hold
1,610
– – 0.17% 50
2022
Q3 		$335M Hold
1,610
– – 0.19% 53
2022
Q2 		$389K Buy
+1,610
New +$389K 0.24% 49

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

CM Wealth Advisors's LHX Position: Q2 2026 in Review

CM Wealth Advisors reduced its L3Harris (LHX) stake by 10% in Q2 2026, selling an estimated $51.5K and leaving 1,413 shares worth $411K. The position accounts for 0.07% of the portfolio, ranked #113.

CM Wealth Advisors first reported a position in LHX in Q2 2022 and has held it in 9 quarters since. The position peaked at $335M in Q3 2022. 1,685 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • CM Wealth Advisors held 1,413 shares of L3Harris worth $411K as of Q2 2026.
  • CM Wealth Advisors sold 162 L3Harris shares in Q2 2026, an estimated $51.5K.
  • L3Harris made up 0.07% of CM Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • CM Wealth Advisors first reported a position in L3Harris in Q2 2022 and has held it in 9 quarters since.
  • CM Wealth Advisors's L3Harris position peaked at $335M in Q3 2022.
  • 1,685 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.