Pinnacle Wealth Planning Services
LHX icon

Pinnacle Wealth Planning Services’s L3Harris LHX Stock Holding History

Pinnacle Wealth Planning Services’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 		$259K Buy
1,094
+81
+8% +$22K 0.03% 405
2026
Q2 		$294K Sell
1,013
-50
-5% -$15.9K 0.03% 383
2026
Q1 		$367K Buy
1,063
+119
+13% +$41.6K 0.04% 281
2025
Q4 		$277K Buy
944
+11
+1% +$3.18K 0.03% 353
2025
Q3 		$285K Buy
933
+64
+7% +$17.5K 0.03% 338
2025
Q2 		$218K Buy
+869
New +$200K 0.03% 396
2025
Q1 		– Sell
-1,098
Closed -$231K – 419
2024
Q4 		$231K Sell
1,098
-484
-31% -$116K 0.03% 324
2024
Q3 		$376K Sell
1,582
-1
-0.1% -$231 0.05% 244
2024
Q2 		$356K Buy
+1,583
New +$342K 0.05% 245
2023
Q1 		– Sell
-1,113
Closed -$232K – 493
2022
Q4 		$232K Sell
1,113
-202
-15% -$45.6K 0.04% 323
2022
Q3 		$273K Sell
1,315
-38
-3% -$8.76K 0.05% 260
2022
Q2 		$327K Buy
1,353
+49
+4% +$11.8K 0.06% 228
2022
Q1 		$324K Sell
1,304
-31
-2% -$7.22K 0.06% 255
2021
Q4 		$284K Buy
1,335
+170
+15% +$37.7K 0.06% 267
2021
Q3 		$257K Buy
1,165
+79
+7% +$18K 0.06% 270
2021
Q2 		$235K Buy
1,086
+74
+7% +$15.9K 0.05% 285
2021
Q1 		$205K Buy
1,012
+246
+32% +$46.2K 0.05% 301
2020
Q4 		$145K Buy
+766
New +$140K 0.03% 351
2020
Q2 		– Sell
-1,389
Closed -$249K – 281
2020
Q1 		$249K Buy
1,389
+343
+33% +$70.3K 0.12% 158
2019
Q4 		$206K Buy
+1,046
New +$210K 0.1% 210

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

Pinnacle Wealth Planning Services's LHX Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its L3Harris (LHX) stake by 8% in Q3 2026, buying an estimated $22K and bringing the position to 1,094 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #405.

Pinnacle Wealth Planning Services first reported a position in LHX in Q4 2019 and has held it in 20 quarters since. The position peaked at $376K in Q3 2024. 620 funds tracked by Wall St. Rank hold LHX as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,094 shares of L3Harris worth $259K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 81 L3Harris shares in Q3 2026, an estimated $22K.
  • L3Harris made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #405 holding.
  • Pinnacle Wealth Planning Services first reported a position in L3Harris in Q4 2019 and has held it in 20 quarters since.
  • Pinnacle Wealth Planning Services's L3Harris position peaked at $376K in Q3 2024.
  • 620 funds tracked by Wall St. Rank held L3Harris as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.