Collective Family Office’s L3Harris LHX Stock Holding History

Collective Family Office’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 Q3	–	Sell	-804	Closed	-$234K	–	165
2026 Q2	$234K	Sell	804 -30	-4%	-$9.53K	0.05%	155
2026 Q1	$288K	Sell	834 -66	-7%	-$23.1K	0.06%	139
2025 Q4	$264K	Hold	900	–	–	0.06%	146
2025 Q3	$275K	Sell	900 -73	-8%	-$20K	0.07%	142
2025 Q2	$244K	Buy	973 +3	+0.3%	+$689	0.06%	148
2025 Q1	$203K	Hold	970	–	–	0.05%	154
2024 Q4	$204K	Hold	970	–	–	0.06%	159
2024 Q3	$231K	Hold	970	–	–	0.06%	163
2024 Q2	$218K	Hold	970	–	–	0.06%	166
2024 Q1	$207K	Hold	970	–	–	0.07%	169
2023 Q4	$204K	Buy	+970	New	+$182K	0.07%	171
2023 Q1	–	Sell	-1,020	Closed	-$212K	–	174
2022 Q4	$212K	Buy	+1,020	New	+$230K	0.1%	160

Other funds holding LHX

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

WIC

WealthBridge Investment Counsel Calgary, Alberta, Canada $377M AUM 31.86% 1-Year Est. Return

Collective Family Office's LHX Position: Q3 2026 in Review

Collective Family Office sold out of L3Harris (LHX) in Q3 2026, closing a stake of 804 shares — an estimated $234K sold.

Collective Family Office first reported a position in LHX in Q4 2022 and held it in 12 quarters. The position peaked at $288K in Q1 2026. 118 funds tracked by Wall St. Rank hold LHX as of Q3 2026.

Collective Family Office reported no remaining L3Harris position as of Q3 2026 after selling out during the quarter.
Collective Family Office sold 804 L3Harris shares in Q3 2026, an estimated $234K.
Collective Family Office first reported a position in L3Harris in Q4 2022 and held it in 12 quarters.
Collective Family Office's L3Harris position peaked at $288K in Q1 2026.
118 funds tracked by Wall St. Rank held L3Harris as of Q3 2026.

Based on Collective Family Office's 13F filing for Q3 2026, filed 5 Oct 2026.