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Institute for Wealth Management’s L3Harris LHX Stock Holding History

Institute for 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 		$373K Sell
1,285
-15
-1% -$4.77K 0.03% 386
2026
Q1 		$449K Buy
1,300
+8
+0.6% +$2.8K 0.05% 341
2025
Q4 		$379K Buy
1,292
+10
+0.8% +$2.89K 0.04% 373
2025
Q3 		$392K Buy
1,282
+6
+0.5% +$1.64K 0.04% 387
2025
Q2 		$320K Sell
1,276
-259
-17% -$59.5K 0.04% 417
2025
Q1 		$321K Sell
1,535
-18
-1% -$3.77K 0.04% 394
2024
Q4 		$327K Sell
1,553
-23
-1% -$5.51K 0.04% 380
2024
Q3 		$375K Buy
1,576
+3
+0.2% +$693 0.05% 361
2024
Q2 		$353K Sell
1,573
-18
-1% -$3.89K 0.05% 357
2024
Q1 		$339K Buy
1,591
+131
+9% +$27.5K 0.04% 361
2023
Q4 		$307K Buy
1,460
+3
+0.2% +$563 0.05% 367
2023
Q3 		$254K Buy
1,457
+15
+1% +$2.76K 0.05% 383
2023
Q2 		$282K Sell
1,442
-13
-0.9% -$2.49K 0.05% 376
2023
Q1 		$285K Sell
1,455
-4
-0.3% -$818 0.05% 368
2022
Q4 		$304K Sell
1,459
-9
-0.6% -$2.03K 0.06% 349
2022
Q3 		$305K Buy
1,468
+7
+0.5% +$1.61K 0.07% 334
2022
Q2 		$353K Buy
1,461
+2
+0.1% +$483 0.07% 354
2022
Q1 		$363K Buy
1,459
+404
+38% +$94.1K 0.06% 365
2021
Q4 		$225K Sell
1,055
-375
-26% -$83.1K 0.04% 445
2021
Q3 		$315K Sell
1,430
-219
-13% -$49.8K 0.06% 364
2021
Q2 		$356K Buy
1,649
+15
+0.9% +$3.23K 0.06% 334
2021
Q1 		$331K Buy
1,634
+25
+2% +$4.69K 0.06% 340
2020
Q4 		$304K Hold
1,609
– – 0.06% 346
2020
Q3 		$273K Sell
1,609
-16
-1% -$2.81K 0.06% 336
2020
Q2 		$276K Sell
1,625
-100
-6% -$18.8K 0.07% 337
2020
Q1 		$311K Buy
1,725
+30
+2% +$6.15K 0.1% 274
2019
Q4 		$335K Hold
1,695
– – 0.08% 320
2019
Q3 		$354K Buy
1,695
+602
+55% +$123K 0.09% 295
2019
Q2 		$207K Buy
+1,093
New +$197K 0.05% 428

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

Institute for Wealth Management's LHX Position: Q2 2026 in Review

Institute for Wealth Management reduced its L3Harris (LHX) stake by 1.2% in Q2 2026, selling an estimated $4.77K and leaving 1,285 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #386.

Institute for Wealth Management first reported a position in LHX in Q2 2019 and has held it in 29 quarters since. The position peaked at $449K in Q1 2026. 1,685 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Institute for Wealth Management held 1,285 shares of L3Harris worth $373K as of Q2 2026.
  • Institute for Wealth Management sold 15 L3Harris shares in Q2 2026, an estimated $4.77K.
  • L3Harris made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #386 holding.
  • Institute for Wealth Management first reported a position in L3Harris in Q2 2019 and has held it in 29 quarters since.
  • Institute for Wealth Management's L3Harris position peaked at $449K in Q1 2026.
  • 1,685 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.