Tortoise Investment Management’s L3Harris LHX Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-85	Closed	-$26K	–	894
2025 Q3	$26K	Buy	85 +4	+5%	+$1.09K	﹤0.01%	477
2025 Q2	$20.3K	Buy	81 +8	+11%	+$1.84K	﹤0.01%	506
2025 Q1	$15.3K	Hold	73	–	–	﹤0.01%	537
2024 Q4	$15.3K	Hold	73	–	–	﹤0.01%	584
2024 Q3	$17.4K	Hold	73	–	–	﹤0.01%	572
2024 Q2	$16.4K	Sell	73 -102	-58%	-$22K	﹤0.01%	563
2024 Q1	$37.3K	Hold	175	–	–	﹤0.01%	421
2023 Q4	$36.9K	Hold	175	–	–	0.01%	396
2023 Q3	$30.5K	Hold	175	–	–	﹤0.01%	414
2023 Q2	$34.3K	Sell	175 -50	-22%	-$9.56K	0.01%	390
2023 Q1	$44.2K	Hold	225	–	–	0.01%	348
2022 Q4	$46.8K	Hold	225	–	–	0.01%	338
2022 Q3	$47K	Hold	225	–	–	0.01%	326
2022 Q2	$54K	Buy	225 +102	+83%	+$24.6K	0.01%	289
2022 Q1	$31K	Hold	123	–	–	0.01%	365
2021 Q4	$26K	Buy	123 +42	+52%	+$9.31K	﹤0.01%	369
2021 Q3	$18K	Hold	81	–	–	﹤0.01%	399
2021 Q2	$18K	Hold	81	–	–	﹤0.01%	389
2021 Q1	$16K	Hold	81	–	–	﹤0.01%	379
2020 Q4	$15K	Buy	81 +50	+161%	+$9.15K	﹤0.01%	363
2020 Q3	$5K	Hold	31	–	–	﹤0.01%	440
2020 Q2	$5K	Hold	31	–	–	﹤0.01%	415
2020 Q1	$6K	Hold	31	–	–	﹤0.01%	425
2019 Q4	$6K	Hold	31	–	–	﹤0.01%	467
2019 Q3	$6K	Buy	+31	New	+$6.35K	﹤0.01%	464
2017 Q1	–	Sell	-27	Closed	-$3K	–	500
2016 Q4	$3K	Buy	+27	New	+$2.67K	﹤0.01%	432
2016 Q3	–	Sell	-42	Closed	-$4K	–	480
2016 Q2	$4K	Buy	+42	New	+$3.32K	﹤0.01%	406

Other funds holding LHX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tortoise Investment Management's LHX Position: Q4 2025 in Review

Tortoise Investment Management sold out of L3Harris (LHX) in Q4 2025, closing a stake of 85 shares — an estimated $26K sold.

Tortoise Investment Management first reported a position in LHX in Q2 2016 and held it in 27 quarters. The position peaked at $54K in Q2 2022. 1,625 funds tracked by Wall St. Rank hold LHX as of Q4 2025.

Tortoise Investment Management reported no remaining L3Harris position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 85 L3Harris shares in Q4 2025, an estimated $26K.
Tortoise Investment Management first reported a position in L3Harris in Q2 2016 and held it in 27 quarters.
Tortoise Investment Management's L3Harris position peaked at $54K in Q2 2022.
1,625 funds tracked by Wall St. Rank held L3Harris as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.