GA
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GoalVest Advisory’s L3Harris LHX Stock Holding History

GoalVest Advisory’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
Q3 		$53K Buy
224
+21
+10% +$5.72K 0.01% 221
2026
Q2 		$59K Hold
203
– – 0.01% 191
2026
Q1 		$70.1K Hold
203
– – 0.01% 197
2025
Q4 		$59.6K Buy
203
+115
+131% +$33.2K 0.01% 222
2025
Q3 		$26.9K Hold
88
– – 0.01% 275
2025
Q2 		$22.1K Hold
88
– – 0.01% 266
2025
Q1 		$18.4K Hold
88
– – 0.01% 244
2024
Q4 		$18.5K Sell
88
-55
-38% -$13.2K 0.01% 253
2024
Q3 		$34K Buy
143
+55
+63% +$12.7K 0.01% 220
2024
Q2 		$19.8K Hold
88
– – 0.01% 238
2024
Q1 		$18.8K Hold
88
– – 0.01% 276
2023
Q4 		$18.5K Hold
88
– – 0.01% 210
2023
Q3 		$15.3K Sell
88
-49
-36% -$9.01K 0.01% 237
2023
Q2 		$26.8K Buy
137
+88
+180% +$16.8K 0.01% 175
2023
Q1 		$9.62K Sell
49
-18
-27% -$3.68K 0.01% 188
2022
Q4 		$13.9K Sell
67
-6
-8% -$1.35K 0.01% 173
2022
Q3 		$15K Sell
73
-2,425
-97% -$559K 0.01% 170
2022
Q2 		$577K Sell
2,498
-275
-10% -$66.4K 0.37% 83
2022
Q1 		$689K Buy
+2,773
New +$646K 0.39% 73
2021
Q2 		$1.05M Buy
4,878
+324
+7% +$69.7K 0.65% 45
2021
Q1 		$923K Buy
4,554
+697
+18% +$131K 0.69% 46
2020
Q4 		$729K Buy
+3,857
New +$706K 0.61% 51

Other funds holding LHX

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GoalVest Advisory's LHX Position: Q3 2026 in Review

GoalVest Advisory increased its L3Harris (LHX) stake by 10% in Q3 2026, buying an estimated $5.72K and bringing the position to 224 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #221.

GoalVest Advisory first reported a position in LHX in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.05M in Q2 2021. 69 funds tracked by Wall St. Rank hold LHX as of Q3 2026.

  • GoalVest Advisory held 224 shares of L3Harris worth $53K as of Q3 2026.
  • GoalVest Advisory bought 21 L3Harris shares in Q3 2026, an estimated $5.72K.
  • L3Harris made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #221 holding.
  • GoalVest Advisory first reported a position in L3Harris in Q4 2020 and has held it in 22 quarters since.
  • GoalVest Advisory's L3Harris position peaked at $1.05M in Q2 2021.
  • 69 funds tracked by Wall St. Rank held L3Harris as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.