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Concord Wealth Partners’s L3Harris LHX Stock Holding History

Concord Wealth Partners’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 		$129K Buy
+444
New +$141K 0.01% 265
2026
Q1 		– Sell
-49
Closed -$14.4K – 534
2025
Q4 		$14.4K Buy
49
+2
+4% +$578 ﹤0.01% 488
2025
Q3 		$14.4K Hold
47
– – ﹤0.01% 496
2025
Q2 		$11.8K Hold
47
– – ﹤0.01% 522
2025
Q1 		$9.84K Hold
47
– – ﹤0.01% 513
2024
Q4 		$9.88K Hold
47
– – ﹤0.01% 530
2024
Q3 		$11.2K Hold
47
– – ﹤0.01% 547
2024
Q2 		$10.6K Sell
47
-36
-43% -$7.78K ﹤0.01% 506
2024
Q1 		$17.7K Buy
83
+36
+77% +$7.56K ﹤0.01% 503
2023
Q4 		$9.9K Sell
47
-72
-61% -$13.5K ﹤0.01% 567
2023
Q3 		$20.7K Hold
119
– – ﹤0.01% 507
2023
Q2 		$23.3K Hold
119
– – 0.01% 484
2023
Q1 		$23.4K Hold
119
– – 0.01% 467
2022
Q4 		$24.8K Buy
+119
New +$26.8K 0.01% 490
2022
Q3 		– Sell
-119
Closed -$29K – 697
2022
Q2 		$29K Hold
119
– – 0.01% 459
2022
Q1 		$30K Sell
119
-3
-2% -$699 0.01% 542
2021
Q4 		$26K Buy
122
+50
+69% +$11.1K 0.01% 586
2021
Q3 		$16K Sell
72
-47
-39% -$10.7K 0.01% 413
2021
Q2 		$26K Sell
119
-10
-8% -$2.15K 0.01% 453
2021
Q1 		$26K Buy
129
+93
+258% +$17.4K 0.01% 435
2020
Q4 		$7K Buy
+36
New +$6.59K 0.01% 390

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

Concord Wealth Partners's LHX Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in L3Harris (LHX) in Q2 2026: 444 shares worth $129K. The stake represents 0.01% of the portfolio and ranks #265 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in LHX as recently as Q4 2025.

Concord Wealth Partners first reported a position in LHX in Q4 2020 and has held it in 21 quarters since. 1,685 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Concord Wealth Partners held 444 shares of L3Harris worth $129K as of Q2 2026.
  • L3Harris was a new Concord Wealth Partners position in Q2 2026.
  • L3Harris made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #265 holding.
  • Concord Wealth Partners first reported a position in L3Harris in Q4 2020 and has held it in 21 quarters since.
  • 1,685 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.