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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Phoenix Wealth Advisors's LHX Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its L3Harris (LHX) stake by 1.8% in Q2 2026, selling an estimated $7.94K and leaving 1,398 shares worth $406K. The position accounts for 0.14% of the portfolio, ranked #99.

Phoenix Wealth Advisors first reported a position in LHX in Q4 2020 and has held it in 23 quarters since. The position peaked at $491K in Q1 2026. 1,691 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Phoenix Wealth Advisors held 1,398 shares of L3Harris worth $406K as of Q2 2026.
  • Phoenix Wealth Advisors sold 25 L3Harris shares in Q2 2026, an estimated $7.94K.
  • L3Harris made up 0.14% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • Phoenix Wealth Advisors first reported a position in L3Harris in Q4 2020 and has held it in 23 quarters since.
  • Phoenix Wealth Advisors's L3Harris position peaked at $491K in Q1 2026.
  • 1,691 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.