Phoenix Wealth Advisors
LHX icon

Phoenix Wealth Advisors’s L3Harris LHX Stock Holding History

Phoenix Wealth 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
Q3 		$328K Sell
1,384
-14
-1% -$3.81K 0.1% 102
2026
Q2 		$406K Sell
1,398
-25
-2% -$7.94K 0.14% 99
2026
Q1 		$491K Sell
1,423
-50
-3% -$17.5K 0.19% 84
2025
Q4 		$432K Buy
1,473
+3
+0.2% +$867 0.17% 90
2025
Q3 		$449K Sell
1,470
-26
-2% -$7.11K 0.17% 89
2025
Q2 		$375K Sell
1,496
-5
-0.3% -$1.15K 0.16% 92
2025
Q1 		$314K Sell
1,501
-52
-3% -$10.9K 0.14% 96
2024
Q4 		$327K Sell
1,553
-18
-1% -$4.31K 0.14% 94
2024
Q3 		$374K Sell
1,571
-28
-2% -$6.46K 0.17% 89
2024
Q2 		$359K Buy
1,599
+68
+4% +$14.7K 0.18% 88
2024
Q1 		$326K Sell
1,531
-41
-3% -$8.61K 0.2% 91
2023
Q4 		$330K Sell
1,572
-9
-0.6% -$1.69K 0.23% 86
2023
Q3 		$275K Buy
1,581
+36
+2% +$6.62K 0.16% 94
2023
Q2 		$302K Sell
1,545
-40
-3% -$7.65K 0.18% 82
2023
Q1 		$311K Buy
1,585
+93
+6% +$19K 0.19% 74
2022
Q4 		$311K Sell
1,492
-22
-1% -$4.96K 0.19% 75
2022
Q3 		$315K Buy
1,514
+48
+3% +$11.1K 0.32% 72
2022
Q2 		$354K Buy
1,466
+113
+8% +$27.3K 0.35% 67
2022
Q1 		$349K Buy
1,353
+122
+10% +$28.4K 0.36% 63
2021
Q4 		$262K Sell
1,231
-260
-17% -$57.6K 0.2% 97
2021
Q3 		$328K Buy
1,491
+15
+1% +$3.41K 0.24% 85
2021
Q2 		$324K Buy
1,476
+127
+9% +$27.3K 0.23% 91
2021
Q1 		$275K Buy
1,349
+255
+23% +$47.8K 0.21% 91
2020
Q4 		$207K Buy
+1,094
New +$200K 0.16% 109

Other funds holding LHX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Phoenix Wealth Advisors's LHX Position: Q3 2026 in Review

Phoenix Wealth Advisors reduced its L3Harris (LHX) stake by 1% in Q3 2026, selling an estimated $3.81K and leaving 1,384 shares worth $328K. The position accounts for 0.1% of the portfolio, ranked #102.

Phoenix Wealth Advisors first reported a position in LHX in Q4 2020 and has held it in 24 quarters since. The position peaked at $491K in Q1 2026. 1,055 funds tracked by Wall St. Rank hold LHX as of Q3 2026.

  • Phoenix Wealth Advisors held 1,384 shares of L3Harris worth $328K as of Q3 2026.
  • Phoenix Wealth Advisors sold 14 L3Harris shares in Q3 2026, an estimated $3.81K.
  • L3Harris made up 0.1% of Phoenix Wealth Advisors's portfolio in Q3 2026, its #102 holding.
  • Phoenix Wealth Advisors first reported a position in L3Harris in Q4 2020 and has held it in 24 quarters since.
  • Phoenix Wealth Advisors's L3Harris position peaked at $491K in Q1 2026.
  • 1,055 funds tracked by Wall St. Rank held L3Harris as of Q3 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.