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Simplicity Wealth’s L3Harris LHX Stock Holding History

Simplicity Wealth’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
2025
Q4 		– Sell
-1,367
Closed -$417K – 743
2025
Q3 		$417K Buy
1,367
+101
+8% +$27.6K 0.02% 486
2025
Q2 		$318K Buy
+1,266
New +$291K 0.01% 525
2024
Q3 		– Sell
-2,796
Closed -$628K – 894
2024
Q2 		$628K Buy
2,796
+94
+3% +$20.3K 0.01% 670
2024
Q1 		$576K Buy
+2,702
New +$568K 0.01% 681

Other funds holding LHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Simplicity Wealth's LHX Position: Q4 2025 in Review

Simplicity Wealth sold out of L3Harris (LHX) in Q4 2025, closing a stake of 1,367 shares — an estimated $417K sold.

Simplicity Wealth first reported a position in LHX in Q1 2024 and held it in 4 quarters. The position peaked at $628K in Q2 2024. 1,624 funds tracked by Wall St. Rank hold LHX as of Q4 2025.

  • Simplicity Wealth reported no remaining L3Harris position as of Q4 2025 after selling out during the quarter.
  • Simplicity Wealth sold 1,367 L3Harris shares in Q4 2025, an estimated $417K.
  • Simplicity Wealth first reported a position in L3Harris in Q1 2024 and held it in 4 quarters.
  • Simplicity Wealth's L3Harris position peaked at $628K in Q2 2024.
  • 1,624 funds tracked by Wall St. Rank held L3Harris as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.