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SOA Wealth Advisors’s L3Harris LHX Stock Holding History

SOA Wealth Advisors’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
-38
Closed -$11.6K – 893
2025
Q3 		$11.6K Buy
+38
New +$10.4K ﹤0.01% 591
2022
Q2 		– Sell
-7
Closed -$1K – 937
2022
Q1 		$1K Hold
7
– – ﹤0.01% 858
2021
Q4 		$1K Hold
7
– – ﹤0.01% 831
2021
Q3 		$1K Buy
7
+2
+40% +$455 ﹤0.01% 851
2021
Q2 		$1K Sell
5
-2
-29% -$430 ﹤0.01% 831
2021
Q1 		$1K Buy
7
+5
+250% +$938 ﹤0.01% 777
2020
Q4 		$0 Buy
+2
New +$366 ﹤0.01% 849

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 $846B AUM 46.74% 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 $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SOA Wealth Advisors's LHX Position: Q4 2025 in Review

SOA Wealth Advisors sold out of L3Harris (LHX) in Q4 2025, closing a stake of 38 shares — an estimated $11.6K sold.

SOA Wealth Advisors first reported a position in LHX in Q4 2020 and held it in 7 quarters. The position peaked at $11.6K in Q3 2025. 1,625 funds tracked by Wall St. Rank hold LHX as of Q4 2025.

  • SOA Wealth Advisors reported no remaining L3Harris position as of Q4 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 38 L3Harris shares in Q4 2025, an estimated $11.6K.
  • SOA Wealth Advisors first reported a position in L3Harris in Q4 2020 and held it in 7 quarters.
  • SOA Wealth Advisors's L3Harris position peaked at $11.6K in Q3 2025.
  • 1,625 funds tracked by Wall St. Rank held L3Harris as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.