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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
2023
Q3 		– Sell
-15,538
Closed -$3.04M – 195
2023
Q2 		$3.04M Buy
+15,538
New +$2.97M 1.11% 26

Other funds holding LHX

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 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. 609 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.
  • 609 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.