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Larry Mathis Financial Planning’s L3Harris LHX Stock Holding History

Larry Mathis Financial Planning’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 		– Sell
-1,055
Closed -$364K – 168
2026
Q1 		$364K Sell
1,055
-1,703
-62% -$595K 0.33% 89
2025
Q4 		$810K Buy
+2,758
New +$797K 0.71% 35

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

Larry Mathis Financial Planning's LHX Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of L3Harris (LHX) in Q2 2026, closing a stake of 1,055 shares — an estimated $364K sold.

Larry Mathis Financial Planning first reported a position in LHX in Q4 2025 and held it in 2 quarters. The position peaked at $810K in Q4 2025. 1,679 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining L3Harris position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 1,055 L3Harris shares in Q2 2026, an estimated $364K.
  • Larry Mathis Financial Planning first reported a position in L3Harris in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's L3Harris position peaked at $810K in Q4 2025.
  • 1,679 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.