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Themes Management Co’s L3Harris LHX Stock Holding History

Themes Management Co’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 		$2.52M Sell
8,685
-560
-6% -$178K 1.67% 18
2026
Q1 		$3.19M Buy
9,245
+3,745
+68% +$1.31M 1.97% 8
2025
Q4 		$1.61M Buy
+5,500
New +$1.59M 1.21% 21

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

Themes Management Co's LHX Position: Q2 2026 in Review

Themes Management Co reduced its L3Harris (LHX) stake by 6.1% in Q2 2026, selling an estimated $178K and leaving 8,685 shares worth $2.52M. The position accounts for 1.67% of the portfolio, ranked #18.

Themes Management Co first reported a position in LHX in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.19M in Q1 2026. 1,685 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Themes Management Co held 8,685 shares of L3Harris worth $2.52M as of Q2 2026.
  • Themes Management Co sold 560 L3Harris shares in Q2 2026, an estimated $178K.
  • L3Harris made up 1.67% of Themes Management Co's portfolio in Q2 2026, its #18 holding.
  • Themes Management Co first reported a position in L3Harris in Q4 2025 and has held it in 3 quarters since.
  • Themes Management Co's L3Harris position peaked at $3.19M in Q1 2026.
  • 1,685 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Themes Management Co's 13F filing for Q2 2026, filed 21 Jul 2026.