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Modern Wealth Management’s L3Harris LHX Stock Holding History

Modern Wealth Management’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 		$428K Buy
1,472
+75
+5% +$23.8K 0.01% 758
2026
Q1 		$495K Buy
1,397
+58
+4% +$20.3K 0.01% 581
2025
Q4 		$393K Buy
1,339
+285
+27% +$82.4K 0.01% 598
2025
Q3 		$322K Buy
1,054
+4
+0.4% +$1.09K 0.01% 622
2025
Q2 		$263K Buy
1,050
+76
+8% +$17.5K 0.01% 647
2025
Q1 		$204K Buy
+974
New +$204K 0.01% 641

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

Modern Wealth Management's LHX Position: Q2 2026 in Review

Modern Wealth Management increased its L3Harris (LHX) stake by 5.4% in Q2 2026, buying an estimated $23.8K and bringing the position to 1,472 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #758.

Modern Wealth Management first reported a position in LHX in Q1 2025 and has held it in 6 quarters since. The position peaked at $495K in Q1 2026. 1,685 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Modern Wealth Management held 1,472 shares of L3Harris worth $428K as of Q2 2026.
  • Modern Wealth Management bought 75 L3Harris shares in Q2 2026, an estimated $23.8K.
  • L3Harris made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #758 holding.
  • Modern Wealth Management first reported a position in L3Harris in Q1 2025 and has held it in 6 quarters since.
  • Modern Wealth Management's L3Harris position peaked at $495K in Q1 2026.
  • 1,685 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.