Modera Wealth Management’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
$1.46M Sell
4,216
-106
-2% -$37K 0.02% 289
2025
Q4
$1.27M Buy
4,322
+152
+4% +$43.9K 0.01% 309
2025
Q3
$1.27M Buy
4,170
+47
+1% +$12.8K 0.01% 307
2025
Q2
$1.03M Sell
4,123
-2,461
-37% -$565K 0.01% 325
2025
Q1
$1.38M Sell
6,584
-258
-4% -$54.1K 0.02% 288
2024
Q4
$1.44M Buy
6,842
+176
+3% +$42.2K 0.02% 284
2024
Q3
$1.59M Buy
6,666
+190
+3% +$43.9K 0.02% 257
2024
Q2
$1.45M Sell
6,476
-4
-0.1% -$864 0.02% 256
2024
Q1
$1.38M Sell
6,480
-1,341
-17% -$282K 0.02% 263
2023
Q4
$1.65M Sell
7,821
-16
-0.2% -$3K 0.03% 237
2023
Q3
$1.36M Buy
7,837
+117
+2% +$21.5K 0.03% 251
2023
Q2
$1.51M Buy
7,720
+1,525
+25% +$292K 0.03% 249
2023
Q1
$1.22M Hold
6,195
0.05% 137
2022
Q4
$1.29M Sell
6,195
-141
-2% -$31.8K 0.05% 129
2022
Q3
$1.32M Buy
6,336
+92
+1% +$21.2K 0.07% 114
2022
Q2
$1.51M Sell
6,244
-38
-0.6% -$9.17K 0.07% 112
2022
Q1
$1.56M Buy
6,282
+307
+5% +$71.5K 0.07% 118
2021
Q4
$1.27M Buy
5,975
+5,068
+559% +$1.12M 0.05% 149
2021
Q3
$200K Sell
907
-42
-4% -$9.55K 0.01% 263
2021
Q2
$205K Buy
+949
New +$204K 0.01% 234
2020
Q2
Sell
-1,329
Closed -$239K 155
2020
Q1
$239K Buy
1,329
+36
+3% +$7.38K 0.05% 128
2019
Q4
$256K Sell
1,293
-77
-6% -$15.4K 0.04% 125
2019
Q3
$286K Buy
+1,370
New +$280K 0.05% 108
2017
Q4
Sell
-1,819
Closed -$240K 136
2017
Q3
$240K Buy
+1,819
New +$218K 0.05% 112
2017
Q2
Sell
-2,889
Closed -$321K 121
2017
Q1
$321K Sell
2,889
-556
-16% -$59.5K 0.08% 88
2016
Q4
$353K Sell
3,445
-1,568
-31% -$155K 0.12% 76
2016
Q3
$459K Buy
5,013
+1,827
+57% +$162K 0.15% 61
2016
Q2
$266K Sell
3,186
-1,859
-37% -$147K 0.09% 79
2016
Q1
$393K Buy
+5,045
New +$404K 0.14% 66

Other funds holding LHX

Modera Wealth Management's LHX Position: Q1 2026 in Review

Modera Wealth Management reduced its L3Harris (LHX) stake by 2.5% in Q1 2026, selling an estimated $37K and leaving 4,216 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #289.

Modera Wealth Management first reported a position in LHX in Q1 2016 and has held it in 29 quarters since. The position peaked at $1.65M in Q4 2023. 1,727 funds tracked by Wall St. Rank hold LHX as of Q1 2026.

  • Modera Wealth Management held 4,216 shares of L3Harris worth $1.46M as of Q1 2026.
  • Modera Wealth Management sold 106 L3Harris shares in Q1 2026, an estimated $37K.
  • L3Harris made up 0.02% of Modera Wealth Management's portfolio in Q1 2026, its #289 holding.
  • Modera Wealth Management first reported a position in L3Harris in Q1 2016 and has held it in 29 quarters since.
  • Modera Wealth Management's L3Harris position peaked at $1.65M in Q4 2023.
  • 1,727 funds tracked by Wall St. Rank held L3Harris as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.