WFAG
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Wescott Financial Advisory Group’s L3Harris LHX Stock Holding History

Wescott Financial Advisory Group’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 		$205K Sell
704
-2
-0.3% -$636 0.02% 192
2026
Q1 		$244K Buy
+706
New +$247K 0.02% 176
2025
Q4 		– Sell
-667
Closed -$204K – 192
2025
Q3 		$204K Buy
+667
New +$182K 0.02% 172

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

Wescott Financial Advisory Group's LHX Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its L3Harris (LHX) stake by 0.28% in Q2 2026, selling an estimated $636 and leaving 704 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #192.

Wescott Financial Advisory Group first reported a position in LHX in Q3 2025 and has held it in 3 quarters since. The position peaked at $244K in Q1 2026. 1,695 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Wescott Financial Advisory Group held 704 shares of L3Harris worth $205K as of Q2 2026.
  • Wescott Financial Advisory Group sold 2 L3Harris shares in Q2 2026, an estimated $636.
  • L3Harris made up 0.02% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #192 holding.
  • Wescott Financial Advisory Group first reported a position in L3Harris in Q3 2025 and has held it in 3 quarters since.
  • Wescott Financial Advisory Group's L3Harris position peaked at $244K in Q1 2026.
  • 1,695 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.