FPH
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Financial Planning Hawaii’s L3Harris LHX Stock Holding History

Financial Planning Hawaii’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 		$544K Sell
1,873
-220
-11% -$69.9K 0.29% 76
2026
Q1 		$722K Hold
2,093
– – 0.43% 55
2025
Q4 		$614K Buy
+2,093
New +$605K 0.35% 70

Other funds holding LHX

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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

Financial Planning Hawaii's LHX Position: Q2 2026 in Review

Financial Planning Hawaii reduced its L3Harris (LHX) stake by 11% in Q2 2026, selling an estimated $69.9K and leaving 1,873 shares worth $544K. The position accounts for 0.29% of the portfolio, ranked #76.

Financial Planning Hawaii first reported a position in LHX in Q4 2025 and has held it in 3 quarters since. The position peaked at $722K in Q1 2026. 966 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Financial Planning Hawaii held 1,873 shares of L3Harris worth $544K as of Q2 2026.
  • Financial Planning Hawaii sold 220 L3Harris shares in Q2 2026, an estimated $69.9K.
  • L3Harris made up 0.29% of Financial Planning Hawaii's portfolio in Q2 2026, its #76 holding.
  • Financial Planning Hawaii first reported a position in L3Harris in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's L3Harris position peaked at $722K in Q1 2026.
  • 966 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.