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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s L3Harris LHX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$132K Buy
454
+98
+28% +$31.1K 0.04% 218
2026
Q1 		$123K Sell
356
-91
-20% -$31.8K 0.04% 206
2025
Q4 		$131K Buy
447
+2
+0.4% +$578 0.04% 208
2025
Q3 		$136K Buy
445
+147
+49% +$40.2K 0.04% 181
2025
Q2 		$74.9K Sell
298
-216
-42% -$49.6K 0.03% 223
2025
Q1 		$108K Buy
514
+102
+25% +$21.4K 0.04% 195
2024
Q4 		$86.7K Buy
412
+3
+0.7% +$719 0.03% 200
2024
Q3 		$97.5K Buy
409
+401
+5,013% +$92.6K 0.05% 166
2024
Q2 		$1.84K Sell
8
-328
-98% -$70.9K ﹤0.01% 320
2024
Q1 		$71.8K Sell
336
-744
-69% -$156K 0.05% 169
2023
Q4 		$228K Sell
1,080
-151
-12% -$28.3K 0.14% 81
2023
Q3 		$214K Sell
1,231
-21
-2% -$3.86K 0.15% 78
2023
Q2 		$245K Buy
1,252
+85
+7% +$16.3K 0.18% 70
2023
Q1 		$229K Buy
1,167
+887
+317% +$181K 0.18% 70
2022
Q4 		$58.3K Buy
+280
New +$63.1K 0.05% 147

Other funds holding LHX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s LHX Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its L3Harris (LHX) stake by 28% in Q2 2026, buying an estimated $31.1K and bringing the position to 454 shares worth $132K. The position accounts for 0.04% of the portfolio, ranked #218.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in LHX in Q4 2022 and has held it in 15 quarters since. The position peaked at $245K in Q2 2023. 1,023 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 454 shares of L3Harris worth $132K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 98 L3Harris shares in Q2 2026, an estimated $31.1K.
  • L3Harris made up 0.04% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #218 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in L3Harris in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s L3Harris position peaked at $245K in Q2 2023.
  • 1,023 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.