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Segment Wealth Management’s L3Harris LHX Stock Holding History

Segment 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 		$331K Sell
1,139
-8
-0.7% -$2.54K 0.02% 260
2026
Q1 		$396K Buy
1,147
+16
+1% +$5.59K 0.02% 233
2025
Q4 		$332K Hold
1,131
– – 0.02% 254
2025
Q3 		$345K Sell
1,131
-84
-7% -$23K 0.02% 236
2025
Q2 		$305K Sell
1,215
-66
-5% -$15.2K 0.02% 244
2025
Q1 		$268K Buy
+1,281
New +$269K 0.02% 251

Other funds holding LHX

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Segment Wealth Management's LHX Position: Q2 2026 in Review

Segment Wealth Management reduced its L3Harris (LHX) stake by 0.7% in Q2 2026, selling an estimated $2.54K and leaving 1,139 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #260.

Segment Wealth Management first reported a position in LHX in Q1 2025 and has held it in 6 quarters since. The position peaked at $396K in Q1 2026. 366 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Segment Wealth Management held 1,139 shares of L3Harris worth $331K as of Q2 2026.
  • Segment Wealth Management sold 8 L3Harris shares in Q2 2026, an estimated $2.54K.
  • L3Harris made up 0.02% of Segment Wealth Management's portfolio in Q2 2026, its #260 holding.
  • Segment Wealth Management first reported a position in L3Harris in Q1 2025 and has held it in 6 quarters since.
  • Segment Wealth Management's L3Harris position peaked at $396K in Q1 2026.
  • 366 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.