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Stephen Yacktman’s L3Harris LHX Stock Holding History

Stephen Yacktman’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 		$120M Buy
413,504
+5,629
+1% +$1.79M 1.49% 29
2026
Q1 		$141M Sell
407,875
-352
-0.1% -$123K 1.88% 20
2025
Q4 		$120M Sell
408,227
-8,553
-2% -$2.47M 1.68% 25
2025
Q3 		$127M Sell
416,780
-102,861
-20% -$28.1M 1.75% 26
2025
Q2 		$130M Sell
519,641
-30,865
-6% -$7.09M 1.75% 25
2025
Q1 		$115M Sell
550,506
-50,802
-8% -$10.6M 1.51% 26
2024
Q4 		$126M Sell
601,308
-39,388
-6% -$9.44M 1.48% 28
2024
Q3 		$152M Sell
640,696
-7,287
-1% -$1.68M 1.56% 28
2024
Q2 		$146M Sell
647,983
-3,435
-0.5% -$742K 1.37% 32
2024
Q1 		$139M Sell
651,418
-2,350
-0.4% -$494K 1.25% 31
2023
Q4 		$138M Sell
653,768
-831
-0.1% -$156K 1.28% 31
2023
Q3 		$114M Buy
654,599
+423
+0.1% +$77.8K 1.12% 33
2023
Q2 		$128M Buy
654,176
+1,174
+0.2% +$225K 1.21% 33
2023
Q1 		$128M Buy
653,002
+470
+0.1% +$96.1K 1.27% 31
2022
Q4 		$136M Sell
652,532
-35,195
-5% -$7.94M 1.35% 31
2022
Q3 		$143M Sell
687,727
-1,085
-0.2% -$250K 1.56% 30
2022
Q2 		$166M Buy
688,812
+2,369
+0.3% +$572K 1.73% 24
2022
Q1 		$171M Sell
686,443
-9,370
-1% -$2.18M 1.52% 27
2021
Q4 		$148M Buy
695,813
+7,399
+1% +$1.64M 1.32% 29
2021
Q3 		$152M Sell
688,414
-5,447
-0.8% -$1.24M 1.46% 26
2021
Q2 		$150M Buy
693,861
+14,430
+2% +$3.1M 1.46% 27
2021
Q1 		$138M Buy
+679,431
New +$127M 1.44% 29

Other funds holding LHX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Stephen Yacktman's LHX Position: Q2 2026 in Review

Stephen Yacktman increased its L3Harris (LHX) stake by 1.4% in Q2 2026, buying an estimated $1.79M and bringing the position to 413,504 shares worth $120M. The position accounts for 1.49% of the portfolio, ranked #29.

Stephen Yacktman first reported a position in LHX in Q1 2021 and has held it in 22 quarters since. The position peaked at $171M in Q1 2022. 1,683 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Stephen Yacktman held 413,504 shares of L3Harris worth $120M as of Q2 2026.
  • Stephen Yacktman bought 5,629 L3Harris shares in Q2 2026, an estimated $1.79M.
  • L3Harris made up 1.49% of Stephen Yacktman's portfolio in Q2 2026, its #29 holding.
  • Stephen Yacktman first reported a position in L3Harris in Q1 2021 and has held it in 22 quarters since.
  • Stephen Yacktman's L3Harris position peaked at $171M in Q1 2022.
  • 1,683 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Yacktman Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.