Optimize Financial’s L3Harris LHX Stock Holding History

Optimize Financial’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	-1,179	Closed	-$346K	–	390
2025 Q4	$346K	Buy	1,179 +16	+1%	+$4.63K	0.17%	237
2025 Q3	$355K	Buy	+1,163	New	+$318K	0.19%	229

Other funds holding LHX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Optimize Financial's LHX Position: Q1 2026 in Review

Optimize Financial sold out of L3Harris (LHX) in Q1 2026, closing a stake of 1,179 shares — an estimated $346K sold.

Optimize Financial first reported a position in LHX in Q3 2025 and held it in 2 quarters. The position peaked at $355K in Q3 2025. 1,727 funds tracked by Wall St. Rank hold LHX as of Q1 2026.

Optimize Financial reported no remaining L3Harris position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 1,179 L3Harris shares in Q1 2026, an estimated $346K.
Optimize Financial first reported a position in L3Harris in Q3 2025 and held it in 2 quarters.
Optimize Financial's L3Harris position peaked at $355K in Q3 2025.
1,727 funds tracked by Wall St. Rank held L3Harris as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.