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TRB Wealth Management’s L3Harris LHX Stock Holding History

TRB Wealth 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
2026
Q2 		$266K Buy
916
+140
+18% +$44.5K 0.04% 230
2026
Q1 		$268K Buy
+776
New +$271K 0.04% 221

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

TRB Wealth Management's LHX Position: Q2 2026 in Review

TRB Wealth Management increased its L3Harris (LHX) stake by 18% in Q2 2026, buying an estimated $44.5K and bringing the position to 916 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #230.

TRB Wealth Management first reported a position in LHX in Q1 2026 and has held it in 2 quarters since. The position peaked at $268K in Q1 2026. 1,679 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • TRB Wealth Management held 916 shares of L3Harris worth $266K as of Q2 2026.
  • TRB Wealth Management bought 140 L3Harris shares in Q2 2026, an estimated $44.5K.
  • L3Harris made up 0.04% of TRB Wealth Management's portfolio in Q2 2026, its #230 holding.
  • TRB Wealth Management first reported a position in L3Harris in Q1 2026 and has held it in 2 quarters since.
  • TRB Wealth Management's L3Harris position peaked at $268K in Q1 2026.
  • 1,679 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.