Oak Family Advisors’s L3Harris LHX Stock Holding History

Oak Family 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 Q1	–	Sell	-1,000	Closed	-$294K	–	123
2025 Q4	$294K	Hold	1,000	–	–	0.08%	90
2025 Q3	$305K	Hold	1,000	–	–	0.08%	89
2025 Q2	$251K	Hold	1,000	–	–	0.08%	86
2025 Q1	$209K	Hold	1,000	–	–	0.07%	87
2024 Q4	$210K	Hold	1,000	–	–	0.08%	109
2024 Q3	$238K	Hold	1,000	–	–	0.07%	114
2024 Q2	$225K	Hold	1,000	–	–	0.08%	110
2024 Q1	$213K	Hold	1,000	–	–	0.08%	108
2023 Q4	$211K	Buy	+1,000	New	+$188K	0.09%	111

Other funds holding LHX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Oak Family Advisors's LHX Position: Q1 2026 in Review

Oak Family Advisors sold out of L3Harris (LHX) in Q1 2026, closing a stake of 1,000 shares — an estimated $294K sold.

Oak Family Advisors first reported a position in LHX in Q4 2023 and held it in 9 quarters. The position peaked at $305K in Q3 2025. 1,745 funds tracked by Wall St. Rank hold LHX as of Q1 2026.

Oak Family Advisors reported no remaining L3Harris position as of Q1 2026 after selling out during the quarter.
Oak Family Advisors sold 1,000 L3Harris shares in Q1 2026, an estimated $294K.
Oak Family Advisors first reported a position in L3Harris in Q4 2023 and held it in 9 quarters.
Oak Family Advisors's L3Harris position peaked at $305K in Q3 2025.
1,745 funds tracked by Wall St. Rank held L3Harris as of Q1 2026.

Based on Oak Family Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.