RMR Wealth Builders’s L3Harris LHX Stock Holding History

RMR Wealth Builders’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	$347K	Sell	1,464 -6	-0.4%	-$1.63K	0.02%	223
2026 Q2	$427K	Sell	1,470 -42	-3%	-$13.3K	0.03%	214
2026 Q1	$522K	Buy	1,512 +42	+3%	+$14.7K	0.04%	174
2025 Q4	$432K	Sell	1,470 -9	-0.6%	-$2.6K	0.03%	190
2025 Q3	$452K	Buy	1,479 +72	+5%	+$19.7K	0.04%	178
2025 Q2	$353K	Buy	1,407 +11	+0.8%	+$2.53K	0.03%	204
2025 Q1	$292K	Hold	1,396	–	–	0.03%	208
2024 Q4	$294K	Buy	1,396 +6	+0.4%	+$1.44K	0.03%	213
2024 Q3	$331K	Hold	1,390	–	–	0.04%	198
2024 Q2	$312K	Hold	1,390	–	–	0.04%	193
2024 Q1	$296K	Hold	1,390	–	–	0.04%	214
2023 Q4	$293K	Hold	1,390	–	–	0.04%	194
2023 Q3	$242K	Hold	1,390	–	–	0.04%	206
2023 Q2	$272K	Hold	1,390	–	–	0.05%	172
2023 Q1	$273K	Sell	1,390 -4	-0.3%	-$818	0.05%	171
2022 Q4	$290K	Sell	1,394 -46	-3%	-$10.4K	0.07%	144
2022 Q3	$299K	Sell	1,440 -973	-40%	-$224K	0.07%	136
2022 Q2	$583K	Sell	2,413 -15	-0.6%	-$3.62K	0.15%	96
2022 Q1	$603K	Buy	+2,428	New	+$565K	0.13%	107
2021 Q4	–	Sell	-2,383	Closed	-$525K	–	166
2021 Q3	$525K	Hold	2,383	–	–	0.15%	96
2021 Q2	$515K	Hold	2,383	–	–	0.17%	90
2021 Q1	$483K	Hold	2,383	–	–	0.13%	101
2020 Q4	$450K	Hold	2,383	–	–	0.22%	81
2020 Q3	$405K	Hold	2,383	–	–	0.11%	132
2020 Q2	$404K	Buy	+2,383	New	+$448K	0.36%	63
2019 Q4	$194K	Buy	+978	New	+$196K	0.19%	115

Other funds holding LHX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

RMR Wealth Builders's LHX Position: Q3 2026 in Review

RMR Wealth Builders reduced its L3Harris (LHX) stake by 0.41% in Q3 2026, selling an estimated $1.63K and leaving 1,464 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #223.

RMR Wealth Builders first reported a position in LHX in Q4 2019 and has held it in 26 quarters since. The position peaked at $603K in Q1 2022. 754 funds tracked by Wall St. Rank hold LHX as of Q3 2026.

RMR Wealth Builders held 1,464 shares of L3Harris worth $347K as of Q3 2026.
RMR Wealth Builders sold 6 L3Harris shares in Q3 2026, an estimated $1.63K.
L3Harris made up 0.02% of RMR Wealth Builders's portfolio in Q3 2026, its #223 holding.
RMR Wealth Builders first reported a position in L3Harris in Q4 2019 and has held it in 26 quarters since.
RMR Wealth Builders's L3Harris position peaked at $603K in Q1 2022.
754 funds tracked by Wall St. Rank held L3Harris as of Q3 2026.

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