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Forum Financial Management’s L3Harris LHX Stock Holding History

Forum Financial 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
-621
Closed -$214K – 359
2026
Q1 		$214K Sell
621
-3,618
-85% -$1.26M ﹤0.01% 300
2025
Q4 		$1.24M Sell
4,239
-18
-0.4% -$5.2K 0.02% 205
2025
Q3 		$1.3M Buy
4,257
+325
+8% +$88.8K 0.02% 196
2025
Q2 		$986K Buy
3,932
+61
+2% +$14K 0.02% 217
2025
Q1 		$810K Buy
3,871
+20
+0.5% +$4.19K 0.01% 240
2024
Q4 		$810K Buy
3,851
+808
+27% +$194K 0.01% 242
2024
Q3 		$724K Buy
3,043
+3
+0.1% +$693 0.01% 238
2024
Q2 		$683K Hold
3,040
– – 0.01% 232
2024
Q1 		$648K Buy
3,040
+5
+0.2% +$1.05K 0.01% 262
2023
Q4 		$639K Sell
3,035
-18
-0.6% -$3.38K 0.01% 236
2023
Q3 		$532K Hold
3,053
– – 0.01% 269
2023
Q2 		$598K Buy
3,053
+18
+0.6% +$3.44K 0.01% 255
2023
Q1 		$596K Buy
3,035
+43
+1% +$8.79K 0.02% 226
2022
Q4 		$623K Buy
2,992
+26
+0.9% +$5.86K 0.02% 207
2022
Q3 		$616K Hold
2,966
– – 0.03% 185
2022
Q2 		$717K Sell
2,966
-10
-0.3% -$2.41K 0.04% 164
2022
Q1 		$739K Sell
2,976
-50
-2% -$11.6K 0.04% 172
2021
Q4 		$645K Buy
+3,026
New +$671K 0.03% 192

Other funds holding LHX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Forum Financial Management's LHX Position: Q2 2026 in Review

Forum Financial Management sold out of L3Harris (LHX) in Q2 2026, closing a stake of 621 shares — an estimated $214K sold.

Forum Financial Management first reported a position in LHX in Q4 2021 and held it in 18 quarters. The position peaked at $1.3M in Q3 2025. 1,683 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Forum Financial Management reported no remaining L3Harris position as of Q2 2026 after selling out during the quarter.
  • Forum Financial Management sold 621 L3Harris shares in Q2 2026, an estimated $214K.
  • Forum Financial Management first reported a position in L3Harris in Q4 2021 and held it in 18 quarters.
  • Forum Financial Management's L3Harris position peaked at $1.3M in Q3 2025.
  • 1,683 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

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