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Forteris Wealth Management’s L3Harris LHX Stock Holding History

Forteris 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 		– Sell
-600
Closed -$207K – 72
2026
Q1 		$207K Buy
+600
New +$210K 0.2% 68

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

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

Forteris Wealth Management sold out of L3Harris (LHX) in Q2 2026, closing a stake of 600 shares — an estimated $207K sold.

Forteris Wealth Management first reported a position in LHX in Q1 2026 and held it in 1 quarter. The position peaked at $207K in Q1 2026. 1,023 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Forteris Wealth Management reported no remaining L3Harris position as of Q2 2026 after selling out during the quarter.
  • Forteris Wealth Management sold 600 L3Harris shares in Q2 2026, an estimated $207K.
  • Forteris Wealth Management first reported a position in L3Harris in Q1 2026 and held it in 1 quarter.
  • Forteris Wealth Management's L3Harris position peaked at $207K in Q1 2026.
  • 1,023 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.