HWA
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Heritage Wealth Advisors’s L3Harris LHX Stock Holding History

Heritage 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
2026
Q2 		$43.6K Hold
150
– – ﹤0.01% 357
2026
Q1 		$51.8K Sell
150
-702
-82% -$245K ﹤0.01% 322
2025
Q4 		$250K Hold
852
– – 0.01% 202
2025
Q3 		$260K Hold
852
– – 0.01% 182
2025
Q2 		$214K Hold
852
– – 0.01% 200
2025
Q1 		$178K Sell
852
-22
-3% -$4.61K 0.01% 205
2024
Q4 		$184K Sell
874
-10
-1% -$2.4K 0.01% 206
2024
Q3 		$210K Buy
884
+32
+4% +$7.39K 0.01% 209
2024
Q2 		$191K Hold
852
– – 0.01% 203
2024
Q1 		$182K Hold
852
– – 0.01% 220
2023
Q4 		$179K Buy
852
+150
+21% +$28.1K 0.01% 221
2023
Q3 		$122K Sell
702
-14
-2% -$2.58K 0.01% 237
2023
Q2 		$140K Sell
716
-2
-0.3% -$383 0.01% 231
2023
Q1 		$141K Sell
718
-143
-17% -$29.2K 0.01% 233
2022
Q4 		$179K Buy
861
+159
+23% +$35.9K 0.01% 220
2022
Q3 		$146K Sell
702
-414
-37% -$95.5K 0.01% 225
2022
Q2 		$270K Buy
1,116
+414
+59% +$99.9K 0.02% 169
2022
Q1 		$174K Hold
702
– – 0.01% 206
2021
Q4 		$150K Hold
702
– – 0.01% 226
2021
Q3 		$155K Hold
702
– – 0.01% 217
2021
Q2 		$152K Hold
702
– – 0.01% 222
2021
Q1 		$142K Hold
702
– – 0.01% 226
2020
Q4 		$133K Hold
702
– – 0.01% 228
2020
Q3 		$119K Hold
702
– – 0.02% 192
2020
Q2 		$119K Hold
702
– – 0.02% 184
2020
Q1 		$126K Sell
702
-8
-1% -$1.64K 0.02% 163
2019
Q4 		$140K Buy
710
+8
+1% +$1.6K 0.02% 203
2019
Q3 		$146K Buy
+702
New +$144K 0.02% 180

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

Heritage Wealth Advisors's LHX Position: Q2 2026 in Review

Heritage Wealth Advisors held its L3Harris (LHX) position steady in Q2 2026 at 150 shares worth $43.6K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Heritage Wealth Advisors first reported a position in LHX in Q3 2019 and has held it in 28 quarters since. The position peaked at $270K in Q2 2022. 1,685 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Heritage Wealth Advisors held 150 shares of L3Harris worth $43.6K as of Q2 2026.
  • Heritage Wealth Advisors left its L3Harris share count unchanged in Q2 2026.
  • L3Harris made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #357 holding.
  • Heritage Wealth Advisors first reported a position in L3Harris in Q3 2019 and has held it in 28 quarters since.
  • Heritage Wealth Advisors's L3Harris position peaked at $270K in Q2 2022.
  • 1,685 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.