David Tepper
LHX icon

David Tepper’s L3Harris LHX Stock Holding History

David Tepper’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
Q1 		$68.3M Sell
198,000
-97,000
-33% -$33.9M 1.15% 18
2025
Q4 		$86.6M Sell
295,000
-5,000
-2% -$1.45M 1.25% 23
2025
Q3 		$91.6M Sell
300,000
-50,000
-14% -$13.7M 1.24% 23
2025
Q2 		$87.8M Buy
350,000
+50,000
+17% +$11.5M 1.36% 21
2025
Q1 		$62.8M Buy
+300,000
New +$62.9M 0.75% 22

Other funds holding LHX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

David Tepper's LHX Position: Q1 2026 in Review

David Tepper reduced its L3Harris (LHX) stake by 33% in Q1 2026, selling an estimated $33.9M and leaving 198,000 shares worth $68.3M. The position accounts for 1.15% of the portfolio, ranked #18.

David Tepper first reported a position in LHX in Q1 2025 and has held it in 5 quarters since. The position peaked at $91.6M in Q3 2025. 1,736 funds tracked by Wall St. Rank hold LHX as of Q1 2026.

  • David Tepper held 198,000 shares of L3Harris worth $68.3M as of Q1 2026.
  • David Tepper sold 97,000 L3Harris shares in Q1 2026, an estimated $33.9M.
  • L3Harris made up 1.15% of David Tepper's portfolio in Q1 2026, its #18 holding.
  • David Tepper first reported a position in L3Harris in Q1 2025 and has held it in 5 quarters since.
  • David Tepper's L3Harris position peaked at $91.6M in Q3 2025.
  • 1,736 funds tracked by Wall St. Rank held L3Harris as of Q1 2026.

Based on Appaloosa LP's 13F filing for Q1 2026, filed 15 May 2026.