Dougherty Wealth Advisers’s L3Harris LHX Stock Holding History

Dougherty Wealth Advisers’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	$55.9K	Hold	162	–	–	0.04%	76
2025 Q4	$47.6K	Hold	162	–	–	0.03%	88
2025 Q3	$49.5K	Hold	162	–	–	0.03%	84
2025 Q2	$40.6K	Hold	162	–	–	0.03%	88
2025 Q1	$33.9K	Hold	162	–	–	0.03%	91
2024 Q4	$34.1K	Hold	162	–	–	0.03%	92
2024 Q3	$38.5K	Hold	162	–	–	0.03%	87
2024 Q2	$36.4K	Hold	162	–	–	0.03%	86
2024 Q1	$34.5K	Hold	162	–	–	0.03%	90
2023 Q4	$34.1K	Hold	162	–	–	0.03%	97
2023 Q3	$28.2K	Hold	162	–	–	0.03%	96
2023 Q2	$31.7K	Hold	162	–	–	0.04%	94
2023 Q1	$31.8K	Hold	162	–	–	0.05%	96
2022 Q4	$33.7K	Hold	162	–	–	0.06%	100
2022 Q3	$34K	Hold	162	–	–	0.07%	91
2022 Q2	$39K	Hold	162	–	–	0.07%	90
2022 Q1	$40K	Hold	162	–	–	0.06%	99
2021 Q4	$35K	Hold	162	–	–	0.05%	111
2021 Q3	$36K	Hold	162	–	–	0.05%	109
2021 Q2	$35K	Hold	162	–	–	0.05%	109
2021 Q1	$33K	Hold	162	–	–	0.05%	108
2020 Q4	$31K	Hold	162	–	–	0.05%	119
2020 Q3	$28K	Hold	162	–	–	0.1%	122
2020 Q2	$27K	Hold	162	–	–	0.1%	125
2020 Q1	$29K	Hold	162	–	–	0.12%	123
2019 Q4	$32K	Hold	162	–	–	0.1%	135
2019 Q3	$34K	Hold	162	–	–	0.11%	133
2019 Q2	$31K	Hold	162	–	–	0.09%	156
2019 Q1	$26K	Hold	162	–	–	0.09%	144
2018 Q4	$26K	Buy	+162	New	+$24.5K	0.09%	147

Other funds holding LHX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dougherty Wealth Advisers's LHX Position: Q1 2026 in Review

Dougherty Wealth Advisers held its L3Harris (LHX) position steady in Q1 2026 at 162 shares worth $55.9K. The position accounts for 0.04% of the portfolio, ranked #76.

Dougherty Wealth Advisers first reported a position in LHX in Q4 2018 and has held it in 30 quarters since. 1,727 funds tracked by Wall St. Rank hold LHX as of Q1 2026.

Dougherty Wealth Advisers held 162 shares of L3Harris worth $55.9K as of Q1 2026.
Dougherty Wealth Advisers left its L3Harris share count unchanged in Q1 2026.
L3Harris made up 0.04% of Dougherty Wealth Advisers's portfolio in Q1 2026, its #76 holding.
Dougherty Wealth Advisers first reported a position in L3Harris in Q4 2018 and has held it in 30 quarters since.
1,727 funds tracked by Wall St. Rank held L3Harris as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.