Klingman & Associates
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Klingman & Associates’s L3Harris LHX Stock Holding History

Klingman & Associates’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
Q3 		$608K Buy
2,566
+520
+25% +$142K 0.03% 193
2026
Q2 		$595K Buy
2,046
+5
+0.2% +$1.59K 0.03% 183
2026
Q1 		$704K Buy
2,041
+20
+1% +$6.99K 0.03% 164
2025
Q4 		$593K Buy
2,021
+15
+0.7% +$4.34K 0.03% 172
2025
Q3 		$613K Buy
2,006
+20
+1% +$5.47K 0.03% 164
2025
Q2 		$498K Buy
1,986
+42
+2% +$9.6K 0.03% 177
2025
Q1 		$407K Buy
1,944
+11
+0.6% +$2.31K 0.02% 182
2024
Q4 		$406K Buy
1,933
+53
+3% +$12.7K 0.03% 174
2024
Q3 		$447K Buy
1,880
+10
+0.5% +$2.31K 0.03% 168
2024
Q2 		$420K Buy
1,870
+16
+0.9% +$3.46K 0.03% 158
2024
Q1 		$395K Hold
1,854
– – 0.03% 172
2023
Q4 		$390K Buy
1,854
+8
+0.4% +$1.5K 0.03% 155
2023
Q3 		$321K Buy
1,846
+47
+3% +$8.64K 0.03% 168
2023
Q2 		$352K Sell
1,799
-14
-0.8% -$2.68K 0.03% 156
2023
Q1 		$356K Sell
1,813
-3
-0.2% -$613 0.03% 144
2022
Q4 		$378K Buy
1,816
+5
+0.3% +$1.13K 0.03% 140
2022
Q3 		$376K Sell
1,811
-6
-0.3% -$1.38K 0.04% 127
2022
Q2 		$439K Buy
1,817
+6
+0.3% +$1.45K 0.04% 118
2022
Q1 		$450K Buy
+1,811
New +$422K 0.04% 129
2018
Q1 		– Sell
-15,367
Closed -$2.18M – 111
2017
Q4 		$2.18M Buy
+15,367
New +$2.15M 0.48% 28
2015
Q3 		– Sell
-81
Closed -$6K – 436
2015
Q2 		$6K Buy
+81
New +$6.43K ﹤0.01% 334

Other funds holding LHX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Klingman & Associates's LHX Position: Q3 2026 in Review

Klingman & Associates increased its L3Harris (LHX) stake by 25% in Q3 2026, buying an estimated $142K and bringing the position to 2,566 shares worth $608K. The position accounts for 0.03% of the portfolio, ranked #193.

Klingman & Associates first reported a position in LHX in Q2 2015 and has held it in 21 quarters since. The position peaked at $2.18M in Q4 2017. 890 funds tracked by Wall St. Rank hold LHX as of Q3 2026.

  • Klingman & Associates held 2,566 shares of L3Harris worth $608K as of Q3 2026.
  • Klingman & Associates bought 520 L3Harris shares in Q3 2026, an estimated $142K.
  • L3Harris made up 0.03% of Klingman & Associates's portfolio in Q3 2026, its #193 holding.
  • Klingman & Associates first reported a position in L3Harris in Q2 2015 and has held it in 21 quarters since.
  • Klingman & Associates's L3Harris position peaked at $2.18M in Q4 2017.
  • 890 funds tracked by Wall St. Rank held L3Harris as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.