Evelyn Partners Investment Management’s L3Harris LHX Stock Holding History

Evelyn Partners Investment 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 Q1	$4.53M	Sell	13,117 -397	-3%	-$139K	0.12%	78
2025 Q4	$3.97M	Sell	13,514 -1,381	-9%	-$399K	0.11%	81
2025 Q3	$4.55M	Sell	14,895 -104	-0.7%	-$28.4K	0.13%	77
2025 Q2	$3.76M	Buy	14,999 +916	+7%	+$210K	0.12%	82
2025 Q1	$2.95M	Buy	14,083 +675	+5%	+$141K	0.1%	87
2024 Q4	$2.82M	Buy	+13,408	New	+$3.21M	0.09%	92

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

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

Evelyn Partners Investment Management reduced its L3Harris (LHX) stake by 2.9% in Q1 2026, selling an estimated $139K and leaving 13,117 shares worth $4.53M. The position accounts for 0.12% of the portfolio, ranked #78.

Evelyn Partners Investment Management first reported a position in LHX in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.55M in Q3 2025. 1,730 funds tracked by Wall St. Rank hold LHX as of Q1 2026.

Evelyn Partners Investment Management held 13,117 shares of L3Harris worth $4.53M as of Q1 2026.
Evelyn Partners Investment Management sold 397 L3Harris shares in Q1 2026, an estimated $139K.
L3Harris made up 0.12% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #78 holding.
Evelyn Partners Investment Management first reported a position in L3Harris in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's L3Harris position peaked at $4.55M in Q3 2025.
1,730 funds tracked by Wall St. Rank held L3Harris as of Q1 2026.

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