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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
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

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

Pinnacle Wealth Planning Services's LHX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its L3Harris (LHX) stake by 4.7% in Q2 2026, selling an estimated $15.9K and leaving 1,013 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #383.

Pinnacle Wealth Planning Services first reported a position in LHX in Q4 2019 and has held it in 19 quarters since. The position peaked at $376K in Q3 2024. 1,691 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,013 shares of L3Harris worth $294K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 50 L3Harris shares in Q2 2026, an estimated $15.9K.
  • L3Harris made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #383 holding.
  • Pinnacle Wealth Planning Services first reported a position in L3Harris in Q4 2019 and has held it in 19 quarters since.
  • Pinnacle Wealth Planning Services's L3Harris position peaked at $376K in Q3 2024.
  • 1,691 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.