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Consolidated Planning Corp’s L3Harris LHX Stock Holding History

Consolidated Planning Corp’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 		– Sell
-584
Closed -$202K – 165
2026
Q1 		$202K Sell
584
-100
-15% -$34.9K 0.03% 141
2025
Q4 		$201K Hold
684
– – 0.02% 203
2025
Q3 		$209K Buy
+684
New +$187K 0.02% 187
2025
Q1 		– Sell
-1,197
Closed -$252K – 203
2024
Q4 		$252K Hold
1,197
– – 0.03% 182
2024
Q3 		$285K Sell
1,197
-148
-11% -$34.2K 0.04% 164
2024
Q2 		$302K Hold
1,345
– – 0.05% 140
2024
Q1 		$287K Sell
1,345
-11
-0.8% -$2.31K 0.05% 140
2023
Q4 		$286K Hold
1,356
– – 0.05% 129
2023
Q3 		$236K Sell
1,356
-18,520
-93% -$3.41M 0.05% 139
2023
Q2 		$3.88M Buy
19,876
+11,791
+146% +$2.26M 0.82% 41
2023
Q1 		$1.59M Buy
8,085
+1,199
+17% +$245K 0.41% 61
2022
Q4 		$1.43M Buy
6,886
+18
+0.3% +$4.06K 0.4% 63
2022
Q3 		$1.43M Buy
+6,868
New +$1.58M 0.45% 55
2021
Q4 		– Sell
-614
Closed -$135K – 277
2021
Q3 		$135K Buy
+614
New +$140K 0.09% 78

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

Consolidated Planning Corp's LHX Position: Q2 2026 in Review

Consolidated Planning Corp sold out of L3Harris (LHX) in Q2 2026, closing a stake of 584 shares — an estimated $202K sold.

Consolidated Planning Corp first reported a position in LHX in Q3 2021 and held it in 14 quarters. The position peaked at $3.88M in Q2 2023. 1,692 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Consolidated Planning Corp reported no remaining L3Harris position as of Q2 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 584 L3Harris shares in Q2 2026, an estimated $202K.
  • Consolidated Planning Corp first reported a position in L3Harris in Q3 2021 and held it in 14 quarters.
  • Consolidated Planning Corp's L3Harris position peaked at $3.88M in Q2 2023.
  • 1,692 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.