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Root Financial Partners’s L3Harris LHX Stock Holding History

Root Financial Partners’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
Q1 		$219K Buy
634
+263
+71% +$91.9K 0.01% 313
2025
Q4 		$109K Buy
371
+39
+12% +$11.3K 0.01% 439
2025
Q3 		$101K Buy
+332
New +$90.8K 0.01% 445

Other funds holding LHX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Root Financial Partners's LHX Position: Q1 2026 in Review

Root Financial Partners increased its L3Harris (LHX) stake by 71% in Q1 2026, buying an estimated $91.9K and bringing the position to 634 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #313.

Root Financial Partners first reported a position in LHX in Q3 2025 and has held it in 3 quarters since. 1,729 funds tracked by Wall St. Rank hold LHX as of Q1 2026.

  • Root Financial Partners held 634 shares of L3Harris worth $219K as of Q1 2026.
  • Root Financial Partners bought 263 L3Harris shares in Q1 2026, an estimated $91.9K.
  • L3Harris made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #313 holding.
  • Root Financial Partners first reported a position in L3Harris in Q3 2025 and has held it in 3 quarters since.
  • 1,729 funds tracked by Wall St. Rank held L3Harris as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.