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Iams Wealth Management’s L3Harris LHX Stock Holding History

Iams 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 		$2.35M Buy
8,098
+1,336
+20% +$425K 0.71% 40
2026
Q1 		$2.33M Sell
6,762
-1,538
-19% -$537K 0.81% 39
2025
Q4 		$2.44M Sell
8,300
-180
-2% -$52K 0.88% 34
2025
Q3 		$2.59M Sell
8,480
-1,497
-15% -$409K 1.04% 26
2025
Q2 		$2.5M Sell
9,977
-1,511
-13% -$347K 1.15% 23
2025
Q1 		$2.4M Buy
11,488
+2,019
+21% +$423K 1.1% 27
2024
Q4 		$1.99M Buy
9,469
+371
+4% +$88.9K 0.91% 34
2024
Q3 		$2.16M Buy
9,098
+197
+2% +$45.5K 1.06% 20
2024
Q2 		$2M Buy
8,901
+589
+7% +$127K 1.1% 22
2024
Q1 		$1.77M Buy
8,312
+64
+0.8% +$13.4K 1.08% 26
2023
Q4 		$1.74M Sell
8,248
-364
-4% -$68.3K 1.12% 22
2023
Q3 		$1.5M Buy
+8,612
New +$1.58M 1.04% 33
2023
Q2 		– Sell
-6,931
Closed -$1.33M – 193
2023
Q1 		$1.35M Buy
6,931
+3,008
+77% +$615K 1.12% 28
2022
Q4 		$817K Buy
+3,923
New +$885K 0.83% 40

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

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

Iams Wealth Management increased its L3Harris (LHX) stake by 20% in Q2 2026, buying an estimated $425K and bringing the position to 8,098 shares worth $2.35M. The position accounts for 0.71% of the portfolio, ranked #40.

Iams Wealth Management first reported a position in LHX in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.59M in Q3 2025. 1,685 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Iams Wealth Management held 8,098 shares of L3Harris worth $2.35M as of Q2 2026.
  • Iams Wealth Management bought 1,336 L3Harris shares in Q2 2026, an estimated $425K.
  • L3Harris made up 0.71% of Iams Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Iams Wealth Management first reported a position in L3Harris in Q4 2022 and has held it in 14 quarters since.
  • Iams Wealth Management's L3Harris position peaked at $2.59M in Q3 2025.
  • 1,685 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.