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Forza Wealth Management’s L3Harris LHX Stock Holding History

Forza 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 		$561K Hold
1,931
– – 0.17% 118
2026
Q1 		$666K Hold
1,931
– – 0.23% 104
2025
Q4 		$567K Hold
1,931
– – 0.21% 115
2025
Q3 		$590K Hold
1,931
– – 0.23% 105
2025
Q2 		$484K Hold
1,931
– – 0.2% 119
2025
Q1 		$404K Hold
1,931
– – 0.18% 127
2024
Q4 		$406K Sell
1,931
-165
-8% -$39.5K 0.19% 127
2024
Q3 		$499K Buy
2,096
+206
+11% +$47.6K 0.23% 115
2024
Q2 		$424K Hold
1,890
– – 0.22% 123
2024
Q1 		$403K Hold
1,890
– – 0.21% 128
2023
Q4 		$398K Buy
1,890
+105
+6% +$19.7K 0.22% 124
2023
Q3 		$311K Hold
1,785
– – 0.16% 148
2023
Q2 		$349K Buy
1,785
+15
+0.8% +$2.87K 0.18% 142
2023
Q1 		$347K Hold
1,770
– – 0.18% 142
2022
Q4 		$369K Buy
+1,770
New +$399K 0.24% 105

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

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

Forza Wealth Management held its L3Harris (LHX) position steady in Q2 2026 at 1,931 shares worth $561K. The position accounts for 0.17% of the portfolio, ranked #118.

Forza Wealth Management first reported a position in LHX in Q4 2022 and has held it in 15 quarters since. The position peaked at $666K in Q1 2026. 1,685 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Forza Wealth Management held 1,931 shares of L3Harris worth $561K as of Q2 2026.
  • Forza Wealth Management left its L3Harris share count unchanged in Q2 2026.
  • L3Harris made up 0.17% of Forza Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Forza Wealth Management first reported a position in L3Harris in Q4 2022 and has held it in 15 quarters since.
  • Forza Wealth Management's L3Harris position peaked at $666K in Q1 2026.
  • 1,685 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.