Mark Sheptoff Financial Planning’s L3Harris LHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-501
| Closed | -$87.7K | – | 550 |
|
|
2025
Q4 | $87.7K | Hold |
501
| – | – | 0.04% | 154 |
|
|
2025
Q3 | $87.7K | Hold |
501
| – | – | 0.04% | 151 |
|
|
2025
Q2 | $87.7K | Hold |
501
| – | – | 0.05% | 137 |
|
|
2025
Q1 | $87.7K | Hold |
501
| – | – | 0.05% | 128 |
|
|
2024
Q4 | $87.7K | Hold |
501
| – | – | 0.05% | 134 |
|
|
2024
Q3 | $87.7K | Hold |
501
| – | – | 0.05% | 135 |
|
|
2024
Q2 | $87.7K | Hold |
501
| – | – | 0.05% | 145 |
|
|
2024
Q1 | $87.7K | Hold |
501
| – | – | 0.05% | 141 |
|
|
2023
Q4 | $87.7K | Hold |
501
| – | – | 0.05% | 127 |
|
|
2023
Q3 | $87.7K | Sell |
501
-5,162
| -91% | -$949K | 0.06% | 117 |
|
|
2023
Q2 | $1.11M | Hold |
5,663
| – | – | 0.63% | 31 |
|
|
2023
Q1 | $1.11M | Hold |
5,663
| – | – | 0.65% | 31 |
|
|
2022
Q4 | $1.18M | Hold |
5,663
| – | – | 0.69% | 31 |
|
|
2022
Q3 | $1.18M | Sell |
5,663
-100
| -2% | -$23.1K | 0.72% | 29 |
|
|
2022
Q2 | $1.39M | Buy |
5,763
+200
| +4% | +$48.3K | 0.8% | 26 |
|
|
2022
Q1 | $1.38M | Buy |
5,563
+950
| +21% | +$221K | 0.7% | 29 |
|
|
2021
Q4 | $984K | Hold |
4,613
| – | – | 0.47% | 38 |
|
|
2021
Q3 | $1.02M | Hold |
4,613
| – | – | 0.56% | 34 |
|
|
2021
Q2 | $997K | Buy |
4,613
+100
| +2% | +$21.5K | 0.53% | 37 |
|
|
2021
Q1 | $915K | Sell |
4,513
-2,800
| -38% | -$525K | 0.53% | 37 |
|
|
2020
Q4 | $1.38M | Sell |
7,313
-375
| -5% | -$68.6K | 0.79% | 30 |
|
|
2020
Q3 | $1.31M | Sell |
7,688
-450
| -6% | -$78.9K | 0.8% | 30 |
|
|
2020
Q2 | $1.38M | Hold |
8,138
| – | – | 0.9% | 28 |
|
|
2020
Q1 | $1.47M | Sell |
8,138
-75
| -0.9% | -$15.4K | 1.11% | 24 |
|
|
2019
Q4 | $1.63M | Hold |
8,213
| – | – | 1.02% | 24 |
|
|
2019
Q3 | $1.71M | Buy |
+8,213
| New | +$1.68M | 1.16% | 21 |
|
|
2019
Q2 | – | Sell |
-8,081
| Closed | -$1.29M | – | 361 |
|
|
2019
Q1 | $1.29M | Sell |
8,081
-250
| -3% | -$38.5K | 0.93% | 29 |
|
|
2018
Q4 | $1.12M | Buy |
8,331
+1,380
| +20% | +$208K | 0.93% | 30 |
|
|
2018
Q3 | $1.18M | Hold |
6,951
| – | – | 0.81% | 35 |
|
|
2018
Q2 | $1M | Hold |
6,951
| – | – | 0.74% | 34 |
|
|
2018
Q1 | $1.12M | Sell |
6,951
-200
| -3% | -$30.6K | 0.78% | 36 |
|
|
2017
Q4 | $1.01M | Buy |
7,151
+200
| +3% | +$27.9K | 0.66% | 45 |
|
|
2017
Q3 | $915K | Hold |
6,951
| – | – | 0.61% | 44 |
|
|
2017
Q2 | $758K | Sell |
6,951
-800
| -10% | -$88.1K | 0.52% | 53 |
|
|
2017
Q1 | $862K | Buy |
7,751
+850
| +12% | +$90.9K | 0.61% | 45 |
|
|
2016
Q4 | $707K | Buy |
6,901
+1,400
| +25% | +$138K | 0.52% | 52 |
|
|
2016
Q3 | $504K | Buy |
5,501
+2,051
| +59% | +$182K | 0.37% | 62 |
|
|
2016
Q2 | $288K | Buy |
+3,450
| New | +$273K | 0.22% | 78 |
|
|
2015
Q4 | – | Sell |
-64
| Closed | -$5K | – | 407 |
|
|
2015
Q3 | $5K | Buy |
+64
| New | +$5.01K | ﹤0.01% | 286 |
|
Other funds holding LHX
VCM
VPM
Mark Sheptoff Financial Planning's LHX Position: Q1 2026 in Review
Mark Sheptoff Financial Planning sold out of L3Harris (LHX) in Q1 2026, closing a stake of 501 shares — an estimated $87.7K sold.
Mark Sheptoff Financial Planning first reported a position in LHX in Q3 2015 and held it in 39 quarters. The position peaked at $1.71M in Q3 2019. 1,728 funds tracked by Wall St. Rank hold LHX as of Q1 2026.
- Mark Sheptoff Financial Planning reported no remaining L3Harris position as of Q1 2026 after selling out during the quarter.
- Mark Sheptoff Financial Planning sold 501 L3Harris shares in Q1 2026, an estimated $87.7K.
- Mark Sheptoff Financial Planning first reported a position in L3Harris in Q3 2015 and held it in 39 quarters.
- Mark Sheptoff Financial Planning's L3Harris position peaked at $1.71M in Q3 2019.
- 1,728 funds tracked by Wall St. Rank held L3Harris as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.