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Kingswood Wealth Advisors’s L3Harris LHX Stock Holding History

Kingswood 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 		$2.13M Buy
7,318
+88
+1% +$28K 0.09% 250
2026
Q1 		$2.5M Sell
7,230
-208
-3% -$72.7K 0.12% 193
2025
Q4 		$2.18M Buy
7,438
+138
+2% +$39.9K 0.11% 193
2025
Q3 		$2.23M Sell
7,300
-810
-10% -$221K 0.13% 166
2025
Q2 		$2.03M Buy
8,110
+952
+13% +$219K 0.16% 139
2025
Q1 		$1.5M Sell
7,158
-420
-6% -$88K 0.14% 174
2024
Q4 		$1.59M Buy
7,578
+698
+10% +$167K 0.12% 179
2024
Q3 		$1.64M Buy
6,880
+289
+4% +$66.7K 0.12% 201
2024
Q2 		$1.48M Buy
6,591
+1,996
+43% +$431K 0.13% 159
2024
Q1 		$979K Sell
4,595
-2,397
-34% -$503K 0.11% 207
2023
Q4 		$1.47M Buy
6,992
+727
+12% +$136K 0.17% 138
2023
Q3 		$1.09M Buy
6,265
+302
+5% +$55.5K 0.19% 136
2023
Q2 		$1.17M Buy
+5,963
New +$1.14M 0.37% 66

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

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

Kingswood Wealth Advisors increased its L3Harris (LHX) stake by 1.2% in Q2 2026, buying an estimated $28K and bringing the position to 7,318 shares worth $2.13M. The position accounts for 0.09% of the portfolio, ranked #250.

Kingswood Wealth Advisors first reported a position in LHX in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.5M in Q1 2026. 1,685 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Kingswood Wealth Advisors held 7,318 shares of L3Harris worth $2.13M as of Q2 2026.
  • Kingswood Wealth Advisors bought 88 L3Harris shares in Q2 2026, an estimated $28K.
  • L3Harris made up 0.09% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #250 holding.
  • Kingswood Wealth Advisors first reported a position in L3Harris in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's L3Harris position peaked at $2.5M in Q1 2026.
  • 1,685 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.