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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
2021
Q2 		– Sell
-1,000
Closed -$203K – 499
2021
Q1 		$203K Buy
+1,000
New +$188K 0.04% 448

Other funds holding LHX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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. 1,102 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.
  • 1,102 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.