Perigon Wealth Management
LHX icon

Perigon Wealth Management’s L3Harris LHX Stock Holding History

Perigon 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
2026
Q3 		$806K Sell
3,403
-5,777
-63% -$1.57M 0.01% 679
2026
Q2 		$2.67M Buy
9,180
+792
+9% +$252K 0.04% 348
2026
Q1 		$2.9M Buy
8,388
+527
+7% +$184K 0.05% 301
2025
Q4 		$2.31M Buy
7,861
+598
+8% +$173K 0.04% 337
2025
Q3 		$2.22M Buy
7,263
+144
+2% +$39.4K 0.05% 331
2025
Q2 		$1.79M Sell
7,119
-539
-7% -$124K 0.04% 353
2025
Q1 		$1.6M Buy
7,658
+13
+0.2% +$2.72K 0.04% 350
2024
Q4 		$1.67M Buy
7,645
+5,186
+211% +$1.24M 0.04% 340
2024
Q3 		$585K Buy
2,459
+51
+2% +$11.8K 0.02% 571
2024
Q2 		$541K Buy
2,408
+104
+5% +$22.5K 0.02% 517
2024
Q1 		$491K Buy
2,304
+35
+2% +$7.35K 0.01% 541
2023
Q4 		$478K Buy
2,269
+27
+1% +$5.07K 0.02% 511
2023
Q3 		$390K Sell
2,242
-31
-1% -$5.7K 0.02% 510
2023
Q2 		$445K Sell
2,273
-8
-0.4% -$1.53K 0.02% 486
2023
Q1 		$448K Sell
2,281
-35
-2% -$7.16K 0.03% 418
2022
Q4 		$482K Buy
2,316
+73
+3% +$16.5K 0.03% 397
2022
Q3 		$466K Sell
2,243
-185
-8% -$42.7K 0.04% 345
2022
Q2 		$587K Buy
2,428
+160
+7% +$38.6K 0.05% 298
2022
Q1 		$564K Buy
2,268
+57
+3% +$13.3K 0.04% 331
2021
Q4 		$471K Sell
2,211
-60
-3% -$13.3K 0.03% 357
2021
Q3 		$500K Buy
2,271
+2
+0.1% +$455 0.04% 307
2021
Q2 		$491K Buy
2,269
+31
+1% +$6.67K 0.04% 313
2021
Q1 		$454K Buy
2,238
+1,181
+112% +$222K 0.05% 311
2020
Q4 		$200K Buy
+1,057
New +$193K 0.02% 399

Other funds holding LHX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Conning Inc
Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Perigon Wealth Management's LHX Position: Q3 2026 in Review

Perigon Wealth Management reduced its L3Harris (LHX) stake by 63% in Q3 2026, selling an estimated $1.57M and leaving 3,403 shares worth $806K. The position accounts for 0.01% of the portfolio, ranked #679.

Perigon Wealth Management first reported a position in LHX in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.9M in Q1 2026. 620 funds tracked by Wall St. Rank hold LHX as of Q3 2026.

  • Perigon Wealth Management held 3,403 shares of L3Harris worth $806K as of Q3 2026.
  • Perigon Wealth Management sold 5,777 L3Harris shares in Q3 2026, an estimated $1.57M.
  • L3Harris made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #679 holding.
  • Perigon Wealth Management first reported a position in L3Harris in Q4 2020 and has held it in 24 quarters since.
  • Perigon Wealth Management's L3Harris position peaked at $2.9M in Q1 2026.
  • 620 funds tracked by Wall St. Rank held L3Harris as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.