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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GoalVest Advisory's LHX Position: Q2 2026 in Review

GoalVest Advisory held its L3Harris (LHX) position steady in Q2 2026 at 203 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #191.

GoalVest Advisory first reported a position in LHX in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.05M in Q2 2021. 1,685 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

GoalVest Advisory held 203 shares of L3Harris worth $59K as of Q2 2026.
GoalVest Advisory left its L3Harris share count unchanged in Q2 2026.
L3Harris made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #191 holding.
GoalVest Advisory first reported a position in L3Harris in Q4 2020 and has held it in 21 quarters since.
GoalVest Advisory's L3Harris position peaked at $1.05M in Q2 2021.
1,685 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.