EWP
LHX icon

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
Q3 		$13.3K Sell
56
-43
-43% -$11.7K ﹤0.01% 801
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

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Elevation Wealth Partners's LHX Position: Q3 2026 in Review

Elevation Wealth Partners reduced its L3Harris (LHX) stake by 43% in Q3 2026, selling an estimated $11.7K and leaving 56 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Elevation Wealth Partners first reported a position in LHX in Q1 2023 and has held it in 12 quarters since. The position peaked at $28.8K in Q2 2026. 54 funds tracked by Wall St. Rank hold LHX as of Q3 2026.

  • Elevation Wealth Partners held 56 shares of L3Harris worth $13.3K as of Q3 2026.
  • Elevation Wealth Partners sold 43 L3Harris shares in Q3 2026, an estimated $11.7K.
  • L3Harris made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #801 holding.
  • Elevation Wealth Partners first reported a position in L3Harris in Q1 2023 and has held it in 12 quarters since.
  • Elevation Wealth Partners's L3Harris position peaked at $28.8K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held L3Harris as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.