EWM
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Evermay Wealth Management’s L3Harris LHX Stock Holding History

Evermay 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
Q1 		$184K Sell
533
-241
-31% -$84.2K 0.02% 198
2025
Q4 		$227K Buy
774
+4
+0.5% +$1.16K 0.03% 182
2025
Q3 		$235K Sell
770
-31
-4% -$8.47K 0.03% 181
2025
Q2 		$201K Hold
801
– – 0.02% 198
2025
Q1 		$168K Hold
801
– – 0.02% 207
2024
Q4 		$168K Sell
801
-80
-9% -$19.2K 0.03% 208
2024
Q3 		$210K Hold
881
– – 0.03% 195
2024
Q2 		$198K Sell
881
-90
-9% -$19.4K 0.03% 198
2024
Q1 		$207K Buy
971
+268
+38% +$56.3K 0.03% 199
2023
Q4 		$148K Sell
703
-670
-49% -$126K 0.03% 205
2023
Q3 		$239K Hold
1,373
– – 0.05% 151
2023
Q2 		$269K Buy
1,373
+31
+2% +$5.93K 0.05% 151
2023
Q1 		$263K Sell
1,342
-1,430
-52% -$292K 0.05% 147
2022
Q4 		$577K Sell
2,772
-27
-1% -$6.09K 0.12% 85
2022
Q3 		$582K Hold
2,799
– – 0.12% 80
2022
Q2 		$677K Buy
2,799
+1,605
+134% +$387K 0.13% 74
2022
Q1 		$297K Sell
1,194
-83
-6% -$19.3K 0.05% 153
2021
Q4 		$272K Sell
1,277
-130
-9% -$28.8K 0.05% 143
2021
Q3 		$310K Hold
1,407
– – 0.06% 129
2021
Q2 		$304K Sell
1,407
-41
-3% -$8.82K 0.06% 143
2021
Q1 		$293K Sell
1,448
-250
-15% -$46.9K 0.06% 143
2020
Q4 		$321K Sell
1,698
-566
-25% -$104K 0.07% 127
2020
Q3 		$385K Sell
2,264
-45
-2% -$7.89K 0.09% 101
2020
Q2 		$392K Sell
2,309
-310
-12% -$58.3K 0.1% 93
2020
Q1 		$472K Buy
+2,619
New +$537K 0.14% 71

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

Evermay Wealth Management's LHX Position: Q1 2026 in Review

Evermay Wealth Management reduced its L3Harris (LHX) stake by 31% in Q1 2026, selling an estimated $84.2K and leaving 533 shares worth $184K. The position accounts for 0.02% of the portfolio, ranked #198.

Evermay Wealth Management first reported a position in LHX in Q1 2020 and has held it in 25 quarters since. The position peaked at $677K in Q2 2022. 1,728 funds tracked by Wall St. Rank hold LHX as of Q1 2026.

  • Evermay Wealth Management held 533 shares of L3Harris worth $184K as of Q1 2026.
  • Evermay Wealth Management sold 241 L3Harris shares in Q1 2026, an estimated $84.2K.
  • L3Harris made up 0.02% of Evermay Wealth Management's portfolio in Q1 2026, its #198 holding.
  • Evermay Wealth Management first reported a position in L3Harris in Q1 2020 and has held it in 25 quarters since.
  • Evermay Wealth Management's L3Harris position peaked at $677K in Q2 2022.
  • 1,728 funds tracked by Wall St. Rank held L3Harris as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.