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Nicholson Wealth Management Group’s L3Harris LHX Stock Holding History

Nicholson Wealth Management Group’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 		$1.84M Sell
6,319
-85
-1% -$27K 1.08% 48
2026
Q1 		$2.21M Sell
6,404
-736
-10% -$257K 1.29% 13
2025
Q4 		$2.1M Buy
7,140
+83
+1% +$24K 1.23% 20
2025
Q3 		$2.16M Sell
7,057
-194
-3% -$53K 1.26% 13
2025
Q2 		$1.82M Buy
7,251
+56
+0.8% +$12.9K 1.12% 25
2025
Q1 		$1.51M Buy
7,195
+135
+2% +$28.3K 0.99% 56
2024
Q4 		$1.48M Buy
7,060
+237
+3% +$56.8K 0.99% 46
2024
Q3 		$1.62M Buy
+6,823
New +$1.58M 1.33% 16

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

Nicholson Wealth Management Group's LHX Position: Q2 2026 in Review

Nicholson Wealth Management Group reduced its L3Harris (LHX) stake by 1.3% in Q2 2026, selling an estimated $27K and leaving 6,319 shares worth $1.84M. The position accounts for 1.08% of the portfolio, ranked #48.

Nicholson Wealth Management Group first reported a position in LHX in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.21M in Q1 2026. 1,694 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Nicholson Wealth Management Group held 6,319 shares of L3Harris worth $1.84M as of Q2 2026.
  • Nicholson Wealth Management Group sold 85 L3Harris shares in Q2 2026, an estimated $27K.
  • L3Harris made up 1.08% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #48 holding.
  • Nicholson Wealth Management Group first reported a position in L3Harris in Q3 2024 and has held it in 8 quarters since.
  • Nicholson Wealth Management Group's L3Harris position peaked at $2.21M in Q1 2026.
  • 1,694 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.