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Triad Wealth Partners’s L3Harris LHX Stock Holding History

Triad Wealth Partners’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
Q1 		$881K Sell
2,551
-29
-1% -$10.1K 0.07% 188
2025
Q4 		$757K Buy
2,580
+196
+8% +$56.7K 0.07% 190
2025
Q3 		$728K Buy
2,384
+205
+9% +$56K 0.09% 150
2025
Q2 		$547K Sell
2,179
-554
-20% -$127K 0.11% 141
2025
Q1 		$572K Buy
2,733
+711
+35% +$149K 0.18% 95
2024
Q4 		$425K Buy
+2,022
New +$485K 0.15% 103
2024
Q3 		– Sell
-21
Closed -$4.72K – 527
2024
Q2 		$4.72K Buy
+21
New +$4.54K ﹤0.01% 586

Other funds holding LHX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Triad Wealth Partners's LHX Position: Q1 2026 in Review

Triad Wealth Partners reduced its L3Harris (LHX) stake by 1.1% in Q1 2026, selling an estimated $10.1K and leaving 2,551 shares worth $881K. The position accounts for 0.07% of the portfolio, ranked #188.

Triad Wealth Partners first reported a position in LHX in Q2 2024 and has held it in 7 quarters since. 1,730 funds tracked by Wall St. Rank hold LHX as of Q1 2026.

  • Triad Wealth Partners held 2,551 shares of L3Harris worth $881K as of Q1 2026.
  • Triad Wealth Partners sold 29 L3Harris shares in Q1 2026, an estimated $10.1K.
  • L3Harris made up 0.07% of Triad Wealth Partners's portfolio in Q1 2026, its #188 holding.
  • Triad Wealth Partners first reported a position in L3Harris in Q2 2024 and has held it in 7 quarters since.
  • 1,730 funds tracked by Wall St. Rank held L3Harris as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.