OHWP
LHX icon

Oak Harbor Wealth Partners’s L3Harris LHX Stock Holding History

Oak Harbor Wealth Partners’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
2025
Q2 		– Sell
-1,353
Closed -$283K – 260
2025
Q1 		$283K Sell
1,353
-1,651
-55% -$346K 0.08% 171
2024
Q4 		$632K Sell
3,004
-13
-0.4% -$3.12K 0.18% 107
2024
Q3 		$718K Sell
3,017
-77
-2% -$17.8K 0.2% 108
2024
Q2 		$695K Buy
3,094
+109
+4% +$23.6K 0.22% 93
2024
Q1 		$636K Buy
2,985
+49
+2% +$10.3K 0.2% 104
2023
Q4 		$618K Sell
2,936
-80
-3% -$15K 0.21% 100
2023
Q3 		$525K Buy
3,016
+177
+6% +$32.6K 0.19% 107
2023
Q2 		$556K Sell
2,839
-34
-1% -$6.5K 0.19% 106
2023
Q1 		$564K Buy
2,873
+982
+52% +$201K 0.21% 103
2022
Q4 		$394K Sell
1,891
-283
-13% -$63.8K 0.15% 113
2022
Q3 		$452K Buy
+2,174
New +$501K 0.18% 98

Other funds holding LHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oak Harbor Wealth Partners's LHX Position: Q2 2025 in Review

Oak Harbor Wealth Partners sold out of L3Harris (LHX) in Q2 2025, closing a stake of 1,353 shares — an estimated $283K sold.

Oak Harbor Wealth Partners first reported a position in LHX in Q3 2022 and held it in 11 quarters. The position peaked at $718K in Q3 2024. 1,446 funds tracked by Wall St. Rank hold LHX as of Q2 2025.

  • Oak Harbor Wealth Partners reported no remaining L3Harris position as of Q2 2025 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 1,353 L3Harris shares in Q2 2025, an estimated $283K.
  • Oak Harbor Wealth Partners first reported a position in L3Harris in Q3 2022 and held it in 11 quarters.
  • Oak Harbor Wealth Partners's L3Harris position peaked at $718K in Q3 2024.
  • 1,446 funds tracked by Wall St. Rank held L3Harris as of Q2 2025.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2025, filed 31 Jul 2025.