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PBMares Wealth Management’s L3Harris LHX Stock Holding History

PBMares Wealth Management’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
Q3 		$960K Sell
3,145
-183
-5% -$50K 0.16% 75
2025
Q2 		$835K Hold
3,328
– – 0.15% 77
2025
Q1 		$696K Buy
3,328
+1
+0% +$210 0.14% 85
2024
Q4 		$700K Buy
3,327
+1
+0% +$240 0.14% 86
2024
Q3 		$791K Buy
3,326
+2
+0.1% +$462 0.17% 80
2024
Q2 		$746K Sell
3,324
-1,130
-25% -$244K 0.18% 83
2024
Q1 		$949K Buy
4,454
+250
+6% +$52.5K 0.25% 66
2023
Q4 		$885K Sell
4,204
-28
-0.7% -$5.25K 0.27% 60
2023
Q3 		$737K Sell
4,232
-100
-2% -$18.4K 0.27% 69
2023
Q2 		$848K Hold
4,332
– – 0.3% 61
2023
Q1 		$850K Sell
4,332
-21
-0.5% -$4.29K 0.32% 63
2022
Q4 		$906K Buy
4,353
+20
+0.5% +$4.51K 0.37% 53
2022
Q3 		$901K Buy
4,333
+100
+2% +$23.1K 0.39% 50
2022
Q2 		$1.02M Sell
4,233
-250
-6% -$60.3K 0.44% 48
2022
Q1 		$1.11M Hold
4,483
– – 0.69% 38
2021
Q4 		$956K Buy
4,483
+1
+0% +$222 0.4% 51
2021
Q3 		$987K Sell
4,482
-1,000
-18% -$227K 0.47% 44
2021
Q2 		$1.19M Buy
5,482
+1,000
+22% +$215K 0.65% 32
2021
Q1 		$908K Hold
4,482
– – 0.74% 41
2020
Q4 		$847K Sell
4,482
-673
-13% -$123K 0.97% 35
2020
Q3 		$876K Hold
5,155
– – 1.29% 24
2020
Q2 		$875K Buy
+5,155
New +$969K 1.32% 21

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

PBMares Wealth Management's LHX Position: Q3 2025 in Review

PBMares Wealth Management reduced its L3Harris (LHX) stake by 5.5% in Q3 2025, selling an estimated $50K and leaving 3,145 shares worth $960K. The position accounts for 0.16% of the portfolio, ranked #75.

PBMares Wealth Management first reported a position in LHX in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.19M in Q2 2021. 1,545 funds tracked by Wall St. Rank hold LHX as of Q3 2025.

  • PBMares Wealth Management held 3,145 shares of L3Harris worth $960K as of Q3 2025.
  • PBMares Wealth Management sold 183 L3Harris shares in Q3 2025, an estimated $50K.
  • L3Harris made up 0.16% of PBMares Wealth Management's portfolio in Q3 2025, its #75 holding.
  • PBMares Wealth Management first reported a position in L3Harris in Q2 2020 and has held it in 22 quarters since.
  • PBMares Wealth Management's L3Harris position peaked at $1.19M in Q2 2021.
  • 1,545 funds tracked by Wall St. Rank held L3Harris as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.