EWP
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Elevation Wealth Partners’s L3Harris LHX Stock Holding History

Elevation Wealth Partners’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 		$28.8K Buy
99
+44
+80% +$14K 0.01% 465
2026
Q1 		$19K Buy
55
+18
+49% +$6.29K 0.01% 389
2025
Q4 		$10.9K Buy
37
+14
+61% +$4.05K ﹤0.01% 470
2025
Q3 		$7.03K Buy
23
+8
+53% +$2.19K ﹤0.01% 431
2025
Q2 		$3.76K Hold
15
– – ﹤0.01% 418
2025
Q1 		$3.14K Hold
15
– – ﹤0.01% 424
2024
Q4 		$3.15K Buy
+15
New +$3.6K ﹤0.01% 428
2024
Q1 		– Sell
-100
Closed -$17.4K – 492
2023
Q4 		$17.4K Hold
100
– – 0.01% 292
2023
Q3 		$17.4K Hold
100
– – 0.02% 216
2023
Q2 		$19.6K Hold
100
– – 0.02% 214
2023
Q1 		$19.6K Buy
+100
New +$20.4K 0.02% 221

Other funds holding LHX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Elevation Wealth Partners's LHX Position: Q2 2026 in Review

Elevation Wealth Partners increased its L3Harris (LHX) stake by 80% in Q2 2026, buying an estimated $14K and bringing the position to 99 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #465.

Elevation Wealth Partners first reported a position in LHX in Q1 2023 and has held it in 11 quarters since. 697 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Elevation Wealth Partners held 99 shares of L3Harris worth $28.8K as of Q2 2026.
  • Elevation Wealth Partners bought 44 L3Harris shares in Q2 2026, an estimated $14K.
  • L3Harris made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #465 holding.
  • Elevation Wealth Partners first reported a position in L3Harris in Q1 2023 and has held it in 11 quarters since.
  • 697 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.