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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
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 $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

Wescott Financial Advisory Group's LHX Position: Q1 2026 in Review

Wescott Financial Advisory Group opened a new position in L3Harris (LHX) in Q1 2026: 706 shares worth $244K. The stake represents 0.02% of the portfolio and ranks #176 among its holdings. This is a return to the name: Wescott Financial Advisory Group previously reported a position in LHX as recently as Q3 2025.

Wescott Financial Advisory Group first reported a position in LHX in Q3 2025 and has held it in 2 quarters since. 1,728 funds tracked by Wall St. Rank hold LHX as of Q1 2026.

  • Wescott Financial Advisory Group held 706 shares of L3Harris worth $244K as of Q1 2026.
  • L3Harris was a new Wescott Financial Advisory Group position in Q1 2026.
  • L3Harris made up 0.02% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #176 holding.
  • Wescott Financial Advisory Group first reported a position in L3Harris in Q3 2025 and has held it in 2 quarters since.
  • 1,728 funds tracked by Wall St. Rank held L3Harris as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.