EWM
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Evercore Wealth Management’s L3Harris LHX Stock Holding History

Evercore Wealth 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
Q2 		$1.27M Sell
4,357
-206
-5% -$65.5K 0.02% 206
2026
Q1 		$1.57M Hold
4,563
– – 0.02% 174
2025
Q4 		$1.34M Hold
4,563
– – 0.02% 195
2025
Q3 		$1.39M Sell
4,563
-250
-5% -$68.3K 0.02% 193
2025
Q2 		$1.21M Buy
4,813
+6
+0.1% +$1.38K 0.02% 195
2025
Q1 		$1.01M Sell
4,807
-333
-6% -$69.8K 0.02% 218
2024
Q4 		$1.08M Hold
5,140
– – 0.02% 210
2024
Q3 		$1.22M Sell
5,140
-370
-7% -$85.4K 0.02% 205
2024
Q2 		$1.24M Sell
5,510
-32
-0.6% -$6.91K 0.02% 203
2024
Q1 		$1.18M Buy
5,542
+18
+0.3% +$3.78K 0.02% 204
2023
Q4 		$1.16M Buy
5,524
+1,340
+32% +$251K 0.02% 211
2023
Q3 		$729K Buy
4,184
+69
+2% +$12.7K 0.01% 235
2023
Q2 		$806K Sell
4,115
-125
-3% -$23.9K 0.01% 236
2023
Q1 		$832K Buy
4,240
+8
+0.2% +$1.64K 0.02% 226
2022
Q4 		$881K Sell
4,232
-20
-0.5% -$4.51K 0.02% 220
2022
Q3 		$884K Hold
4,252
– – 0.02% 215
2022
Q2 		$1.03M Sell
4,252
-22
-0.5% -$5.31K 0.02% 208
2022
Q1 		$1.06M Sell
4,274
-298
-7% -$69.4K 0.02% 219
2021
Q4 		$975K Hold
4,572
– – 0.02% 225
2021
Q3 		$1.01M Hold
4,572
– – 0.02% 221
2021
Q2 		$988K Sell
4,572
-48
-1% -$10.3K 0.02% 228
2021
Q1 		$937K Sell
4,620
-150
-3% -$28.1K 0.02% 232
2020
Q4 		$901K Buy
4,770
+91
+2% +$16.6K 0.02% 226
2020
Q3 		$795K Buy
4,679
+13
+0.3% +$2.28K 0.02% 221
2020
Q2 		$792K Buy
4,666
+1,856
+66% +$349K 0.02% 219
2020
Q1 		$506K Buy
2,810
+207
+8% +$42.4K 0.02% 241
2019
Q4 		$515K Buy
2,603
+562
+28% +$113K 0.01% 274
2019
Q3 		$426K Buy
2,041
+547
+37% +$112K 0.01% 284
2019
Q2 		$283K Hold
1,494
– – 0.01% 347
2019
Q1 		$238K Buy
+1,494
New +$230K 0.01% 367
2018
Q1 		– Sell
-730
Closed -$103K – 601
2017
Q4 		$103K Hold
730
– – ﹤0.01% 456
2017
Q3 		$96K Hold
730
– – ﹤0.01% 472
2017
Q2 		$80K Sell
730
-50
-6% -$5.5K ﹤0.01% 513
2017
Q1 		$87K Sell
780
-90
-10% -$9.63K ﹤0.01% 508
2016
Q4 		$89K Hold
870
– – ﹤0.01% 516
2016
Q3 		$80K Hold
870
– – ﹤0.01% 518
2016
Q2 		$72K Hold
870
– – ﹤0.01% 512
2016
Q1 		$68K Sell
870
-1,563
-64% -$125K ﹤0.01% 516
2015
Q4 		$211K Buy
2,433
+320
+15% +$25.8K 0.01% 359
2015
Q3 		$155K Hold
2,113
– – 0.01% 425
2015
Q2 		$163K Buy
2,113
+100
+5% +$7.93K 0.01% 454
2015
Q1 		$160K Sell
2,013
-100
-5% -$7.29K 0.01% 458
2014
Q4 		$152K Hold
2,113
– – 0.01% 403
2014
Q3 		$141K Hold
2,113
– – 0.01% 455
2014
Q2 		$160K Buy
2,113
+450
+27% +$33.5K 0.01% 425
2014
Q1 		$122K Hold
1,663
– – 0.01% 449
2013
Q4 		$116K Sell
1,663
-50
-3% -$3.17K 0.01% 435
2013
Q3 		$102K Buy
1,713
+175
+11% +$9.74K 0.01% 484
2013
Q2 		$75K Buy
+1,538
New +$73.1K ﹤0.01% 521

Other funds holding LHX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Evercore Wealth Management's LHX Position: Q2 2026 in Review

Evercore Wealth Management reduced its L3Harris (LHX) stake by 4.5% in Q2 2026, selling an estimated $65.5K and leaving 4,357 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #206.

Evercore Wealth Management first reported a position in LHX in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.57M in Q1 2026. 1,685 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Evercore Wealth Management held 4,357 shares of L3Harris worth $1.27M as of Q2 2026.
  • Evercore Wealth Management sold 206 L3Harris shares in Q2 2026, an estimated $65.5K.
  • L3Harris made up 0.02% of Evercore Wealth Management's portfolio in Q2 2026, its #206 holding.
  • Evercore Wealth Management first reported a position in L3Harris in Q2 2013 and has held it in 49 quarters since.
  • Evercore Wealth Management's L3Harris position peaked at $1.57M in Q1 2026.
  • 1,685 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.