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Congress Wealth Management’s L3Harris LHX Stock Holding History

Congress 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
2025
Q2 		$624K Buy
2,486
+321
+15% +$73.8K 0.01% 850
2025
Q1 		$454K Buy
2,165
+544
+34% +$114K 0.01% 843
2024
Q4 		$341K Buy
1,621
+498
+44% +$119K ﹤0.01% 736
2024
Q3 		$267K Buy
1,123
+93
+9% +$21.5K ﹤0.01% 761
2024
Q2 		$231K Buy
1,030
+12
+1% +$2.59K ﹤0.01% 669
2024
Q1 		$217K Sell
1,018
-88
-8% -$18.5K ﹤0.01% 564
2023
Q4 		$233K Sell
1,106
-194
-15% -$36.4K ﹤0.01% 572
2023
Q3 		$226K Sell
1,300
-29
-2% -$5.33K ﹤0.01% 566
2023
Q2 		$260K Buy
1,329
+28
+2% +$5.36K 0.01% 501
2023
Q1 		$256K Sell
1,301
-64
-5% -$13.1K 0.01% 505
2022
Q4 		$284K Buy
1,365
+318
+30% +$71.7K 0.01% 489
2022
Q3 		$218K Sell
1,047
-5
-0.5% -$1.15K 0.01% 517
2022
Q2 		$255K Sell
1,052
-2
-0.2% -$483 0.01% 501
2022
Q1 		$262K Sell
1,054
-1,950
-65% -$454K 0.01% 537
2021
Q4 		$640K Buy
+3,004
New +$666K 0.01% 436

Other funds holding LHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's LHX Position: Q2 2025 in Review

Congress Wealth Management increased its L3Harris (LHX) stake by 15% in Q2 2025, buying an estimated $73.8K and bringing the position to 2,486 shares worth $624K. The position accounts for 0.01% of the portfolio, ranked #850.

Congress Wealth Management first reported a position in LHX in Q4 2021 and has held it in 15 quarters since. The position peaked at $640K in Q4 2021. 1,449 funds tracked by Wall St. Rank hold LHX as of Q2 2025.

  • Congress Wealth Management held 2,486 shares of L3Harris worth $624K as of Q2 2025.
  • Congress Wealth Management bought 321 L3Harris shares in Q2 2025, an estimated $73.8K.
  • L3Harris made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #850 holding.
  • Congress Wealth Management first reported a position in L3Harris in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's L3Harris position peaked at $640K in Q4 2021.
  • 1,449 funds tracked by Wall St. Rank held L3Harris as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.