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Mount Yale Investment Advisors’s L3Harris LHX Stock Holding History

Mount Yale Investment Advisors’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 		$1.7M Sell
5,861
-136
-2% -$43.2K 0.03% 449
2026
Q1 		$2.07M Buy
5,997
+4,807
+404% +$1.68M 0.05% 363
2025
Q4 		$349K Sell
1,190
-246
-17% -$71.1K 0.02% 552
2025
Q3 		$439K Sell
1,436
-883
-38% -$241K 0.03% 442
2025
Q2 		$582K Buy
+2,319
New +$533K 0.05% 308
2023
Q2 		– Sell
-1,536
Closed -$301K – 497
2023
Q1 		$301K Sell
1,536
-2,183
-59% -$446K 0.03% 374
2022
Q4 		$774K Sell
3,719
-10
-0.3% -$2.25K 0.09% 233
2022
Q3 		$775K Sell
3,729
-15
-0.4% -$3.46K 0.1% 207
2022
Q2 		$905K Sell
3,744
-76
-2% -$18.3K 0.11% 180
2022
Q1 		$949K Sell
3,820
-801
-17% -$187K 0.1% 201
2021
Q4 		$985K Sell
4,621
-244
-5% -$54.1K 0.1% 204
2021
Q3 		$1.07M Buy
4,865
+362
+8% +$82.3K 0.12% 183
2021
Q2 		$973K Buy
4,503
+212
+5% +$45.6K 0.12% 180
2021
Q1 		$870K Buy
4,291
+959
+29% +$180K 0.11% 187
2020
Q4 		$630K Buy
+3,332
New +$610K 0.09% 227

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's LHX Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its L3Harris (LHX) stake by 2.3% in Q2 2026, selling an estimated $43.2K and leaving 5,861 shares worth $1.7M. The position accounts for 0.03% of the portfolio, ranked #449.

Mount Yale Investment Advisors first reported a position in LHX in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.07M in Q1 2026. 1,697 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Mount Yale Investment Advisors held 5,861 shares of L3Harris worth $1.7M as of Q2 2026.
  • Mount Yale Investment Advisors sold 136 L3Harris shares in Q2 2026, an estimated $43.2K.
  • L3Harris made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #449 holding.
  • Mount Yale Investment Advisors first reported a position in L3Harris in Q4 2020 and has held it in 15 quarters since.
  • Mount Yale Investment Advisors's L3Harris position peaked at $2.07M in Q1 2026.
  • 1,697 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.