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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
Q2 		$775K Buy
2,790
+239
+9% +$75.9K 0.05% 242
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 $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

Triad Wealth Partners's LHX Position: Q2 2026 in Review

Triad Wealth Partners increased its L3Harris (LHX) stake by 9.4% in Q2 2026, buying an estimated $75.9K and bringing the position to 2,790 shares worth $775K. The position accounts for 0.05% of the portfolio, ranked #242.

Triad Wealth Partners first reported a position in LHX in Q2 2024 and has held it in 8 quarters since. The position peaked at $881K in Q1 2026. 1,695 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Triad Wealth Partners held 2,790 shares of L3Harris worth $775K as of Q2 2026.
  • Triad Wealth Partners bought 239 L3Harris shares in Q2 2026, an estimated $75.9K.
  • L3Harris made up 0.05% of Triad Wealth Partners's portfolio in Q2 2026, its #242 holding.
  • Triad Wealth Partners first reported a position in L3Harris in Q2 2024 and has held it in 8 quarters since.
  • Triad Wealth Partners's L3Harris position peaked at $881K in Q1 2026.
  • 1,695 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.