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Crestwood Advisors Group’s L3Harris LHX Stock Holding History

Crestwood Advisors Group’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 		$1.04M Buy
3,578
+254
+8% +$80.7K 0.02% 310
2026
Q1 		$1.15M Buy
3,324
+149
+5% +$52.1K 0.02% 291
2025
Q4 		$932K Buy
3,175
+691
+28% +$200K 0.02% 292
2025
Q3 		$759K Buy
2,484
+234
+10% +$64K 0.01% 311
2025
Q2 		$564K Sell
2,250
-21
-0.9% -$4.83K 0.01% 332
2025
Q1 		$475K Buy
2,271
+411
+22% +$86.2K 0.01% 347
2024
Q4 		$391K Buy
1,860
+201
+12% +$48.2K 0.01% 338
2024
Q3 		$395K Buy
1,659
+73
+5% +$16.9K 0.01% 330
2024
Q2 		$356K Sell
1,586
-1,590
-50% -$344K 0.01% 324
2024
Q1 		$677K Buy
3,176
+11
+0.3% +$2.31K 0.01% 246
2023
Q4 		$667K Buy
3,165
+698
+28% +$131K 0.02% 240
2023
Q3 		$430K Sell
2,467
-201
-8% -$37K 0.01% 256
2023
Q2 		$522K Buy
2,668
+113
+4% +$21.6K 0.02% 179
2023
Q1 		$501K Buy
2,555
+1,371
+116% +$280K 0.02% 187
2022
Q4 		$247K Buy
1,184
+29
+3% +$6.54K 0.01% 239
2022
Q3 		$240K Sell
1,155
-12
-1% -$2.77K 0.01% 239
2022
Q2 		$282K Sell
1,167
-288
-20% -$69.5K 0.01% 225
2022
Q1 		$362K Buy
1,455
+448
+44% +$104K 0.01% 229
2021
Q4 		$215K Buy
+1,007
New +$223K 0.01% 279
2017
Q2 		– Sell
-750
Closed -$82K – 317
2017
Q1 		$82K Buy
+750
New +$80.2K 0.01% 210

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

Crestwood Advisors Group's LHX Position: Q2 2026 in Review

Crestwood Advisors Group increased its L3Harris (LHX) stake by 7.6% in Q2 2026, buying an estimated $80.7K and bringing the position to 3,578 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #310.

Crestwood Advisors Group first reported a position in LHX in Q1 2017 and has held it in 20 quarters since. The position peaked at $1.15M in Q1 2026. 1,685 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Crestwood Advisors Group held 3,578 shares of L3Harris worth $1.04M as of Q2 2026.
  • Crestwood Advisors Group bought 254 L3Harris shares in Q2 2026, an estimated $80.7K.
  • L3Harris made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #310 holding.
  • Crestwood Advisors Group first reported a position in L3Harris in Q1 2017 and has held it in 20 quarters since.
  • Crestwood Advisors Group's L3Harris position peaked at $1.15M in Q1 2026.
  • 1,685 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.