EPIMS
LHX icon

Evelyn Partners Investment Management Services’s L3Harris LHX Stock Holding History

Evelyn Partners Investment Management Services’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 		$133K Sell
386
-109
-22% -$38.1K 0.02% 144
2025
Q4 		$145K Hold
495
– – 0.02% 135
2025
Q3 		$151K Buy
495
+105
+27% +$28.7K 0.02% 135
2025
Q2 		$97.8K Hold
390
– – 0.01% 142
2025
Q1 		$81.6K Sell
390
-60
-13% -$12.6K 0.01% 142
2024
Q4 		$94.6K Buy
+450
New +$108K 0.02% 132

Other funds holding LHX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Evelyn Partners Investment Management Services's LHX Position: Q1 2026 in Review

Evelyn Partners Investment Management Services reduced its L3Harris (LHX) stake by 22% in Q1 2026, selling an estimated $38.1K and leaving 386 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #144.

Evelyn Partners Investment Management Services first reported a position in LHX in Q4 2024 and has held it in 6 quarters since. The position peaked at $151K in Q3 2025. 1,730 funds tracked by Wall St. Rank hold LHX as of Q1 2026.

  • Evelyn Partners Investment Management Services held 386 shares of L3Harris worth $133K as of Q1 2026.
  • Evelyn Partners Investment Management Services sold 109 L3Harris shares in Q1 2026, an estimated $38.1K.
  • L3Harris made up 0.02% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #144 holding.
  • Evelyn Partners Investment Management Services first reported a position in L3Harris in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's L3Harris position peaked at $151K in Q3 2025.
  • 1,730 funds tracked by Wall St. Rank held L3Harris as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.