Defined Wealth Management
LHX icon

Defined Wealth Management’s L3Harris LHX Stock Holding History

Defined 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
2026
Q3 		$262K Buy
1,107
+8
+0.7% +$2.18K 0.13% 101
2026
Q2 		$319K Buy
1,099
+1
+0.1% +$318 0.16% 95
2026
Q1 		$379K Buy
1,098
+2
+0.2% +$699 0.22% 84
2025
Q4 		$322K Hold
1,096
– – 0.19% 90
2025
Q3 		$335K Buy
1,096
+2
+0.2% +$547 0.19% 88
2025
Q2 		$274K Sell
1,094
-1
-0.1% -$230 0.17% 98
2025
Q1 		$229K Sell
1,095
-6
-0.5% -$1.26K 0.15% 101
2024
Q4 		$232K Hold
1,101
– – 0.15% 103
2024
Q3 		$262K Buy
1,101
+6
+0.5% +$1.38K 0.17% 101
2024
Q2 		$246K Buy
1,095
+10
+0.9% +$2.16K 0.17% 99
2024
Q1 		$231K Hold
1,085
– – 0.17% 101
2023
Q4 		$229K Buy
+1,085
New +$204K 0.18% 97
2023
Q3 		– Sell
-1,081
Closed -$212K – 100
2023
Q2 		$212K Buy
1,081
+1
+0.1% +$191 0.18% 97
2023
Q1 		$212K Hold
1,080
– – 0.2% 95
2022
Q4 		$225K Hold
1,080
– – 0.21% 98
2022
Q3 		$224K Hold
1,080
– – 0.24% 84
2022
Q2 		$261K Hold
1,080
– – 0.27% 81
2022
Q1 		$268K Hold
1,080
– – 0.24% 86
2021
Q4 		$230K Sell
1,080
-68
-6% -$15.1K 0.19% 90
2021
Q3 		$253K Buy
1,148
+30
+3% +$6.82K 0.22% 86
2021
Q2 		$242K Hold
1,118
– – 0.22% 88
2021
Q1 		$227K Hold
1,118
– – 0.22% 85
2020
Q4 		$211K Buy
+1,118
New +$205K 0.21% 84

Other funds holding LHX

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Defined Wealth Management's LHX Position: Q3 2026 in Review

Defined Wealth Management increased its L3Harris (LHX) stake by 0.73% in Q3 2026, buying an estimated $2.18K and bringing the position to 1,107 shares worth $262K. The position accounts for 0.13% of the portfolio, ranked #101.

Defined Wealth Management first reported a position in LHX in Q4 2020 and has held it in 23 quarters since. The position peaked at $379K in Q1 2026. 304 funds tracked by Wall St. Rank hold LHX as of Q3 2026.

  • Defined Wealth Management held 1,107 shares of L3Harris worth $262K as of Q3 2026.
  • Defined Wealth Management bought 8 L3Harris shares in Q3 2026, an estimated $2.18K.
  • L3Harris made up 0.13% of Defined Wealth Management's portfolio in Q3 2026, its #101 holding.
  • Defined Wealth Management first reported a position in L3Harris in Q4 2020 and has held it in 23 quarters since.
  • Defined Wealth Management's L3Harris position peaked at $379K in Q1 2026.
  • 304 funds tracked by Wall St. Rank held L3Harris as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.