Heartwood Wealth Advisors’s L3Harris LHX Stock Holding History

Heartwood Wealth Advisors’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
2025 Q4	–	Sell	-273	Closed	-$83.4K	–	423
2025 Q3	$83.4K	Buy	+273	New	+$74.6K	0.01%	274

Other funds holding LHX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Heartwood Wealth Advisors's LHX Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of L3Harris (LHX) in Q4 2025, closing a stake of 273 shares — an estimated $83.4K sold.

Heartwood Wealth Advisors first reported a position in LHX in Q3 2025 and held it in 1 quarter. The position peaked at $83.4K in Q3 2025. 1,625 funds tracked by Wall St. Rank hold LHX as of Q4 2025.

Heartwood Wealth Advisors reported no remaining L3Harris position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 273 L3Harris shares in Q4 2025, an estimated $83.4K.
Heartwood Wealth Advisors first reported a position in L3Harris in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's L3Harris position peaked at $83.4K in Q3 2025.
1,625 funds tracked by Wall St. Rank held L3Harris as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.