Robertson Stephens Wealth Management’s L3Harris LHX Stock Holding History

Robertson Stephens Wealth Management’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	$269K	Sell	925 -10	-1%	-$3.18K	0.01%	548
2026 Q1	$323K	Buy	935 +5	+0.5%	+$1.75K	0.01%	500
2025 Q4	$273K	Hold	930	–	–	0.01%	538
2025 Q3	$284K	Sell	930 -5	-0.5%	-$1.37K	0.01%	455
2025 Q2	$235K	Buy	+935	New	+$215K	0.01%	507
2024 Q4	–	Sell	-950	Closed	-$226K	–	607
2024 Q3	$226K	Sell	950 -86	-8%	-$19.9K	0.01%	580
2024 Q2	$233K	Buy	+1,036	New	+$224K	0.01%	459
2022 Q3	–	Sell	-900	Closed	-$217K	–	383
2022 Q2	$217K	Sell	900 -3	-0.3%	-$724	0.02%	349
2022 Q1	$224K	Buy	+903	New	+$210K	0.02%	358
2021 Q4	–	Sell	-919	Closed	-$202K	–	389
2021 Q3	$202K	Buy	+919	New	+$209K	0.02%	302

Other funds holding LHX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Robertson Stephens Wealth Management's LHX Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its L3Harris (LHX) stake by 1.1% in Q2 2026, selling an estimated $3.18K and leaving 925 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #548.

Robertson Stephens Wealth Management first reported a position in LHX in Q3 2021 and has held it in 10 quarters since. The position peaked at $323K in Q1 2026. 788 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

Robertson Stephens Wealth Management held 925 shares of L3Harris worth $269K as of Q2 2026.
Robertson Stephens Wealth Management sold 10 L3Harris shares in Q2 2026, an estimated $3.18K.
L3Harris made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #548 holding.
Robertson Stephens Wealth Management first reported a position in L3Harris in Q3 2021 and has held it in 10 quarters since.
Robertson Stephens Wealth Management's L3Harris position peaked at $323K in Q1 2026.
788 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.