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Everhart Financial Group’s L3Harris LHX Stock Holding History

Everhart Financial Group’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 		$293K Sell
1,009
-277
-22% -$88K 0.02% 373
2026
Q1 		$444K Buy
1,286
+454
+55% +$159K 0.04% 294
2025
Q4 		$244K Buy
832
+80
+11% +$23.1K 0.02% 374
2025
Q3 		$230K Buy
+752
New +$206K 0.02% 356

Other funds holding LHX

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Everhart Financial Group's LHX Position: Q2 2026 in Review

Everhart Financial Group reduced its L3Harris (LHX) stake by 22% in Q2 2026, selling an estimated $88K and leaving 1,009 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #373.

Everhart Financial Group first reported a position in LHX in Q3 2025 and has held it in 4 quarters since. The position peaked at $444K in Q1 2026. 349 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Everhart Financial Group held 1,009 shares of L3Harris worth $293K as of Q2 2026.
  • Everhart Financial Group sold 277 L3Harris shares in Q2 2026, an estimated $88K.
  • L3Harris made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #373 holding.
  • Everhart Financial Group first reported a position in L3Harris in Q3 2025 and has held it in 4 quarters since.
  • Everhart Financial Group's L3Harris position peaked at $444K in Q1 2026.
  • 349 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.