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Whalen Wealth Management’s L3Harris LHX Stock Holding History

Whalen 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
Q1 		$543K Sell
1,573
-1,516
-49% -$530K 0.29% 92
2025
Q4 		$907K Buy
+3,089
New +$893K 0.49% 53
2025
Q3 		– Sell
-948
Closed -$238K – 236
2025
Q2 		$238K Buy
+948
New +$218K 0.15% 181

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

Whalen Wealth Management's LHX Position: Q1 2026 in Review

Whalen Wealth Management reduced its L3Harris (LHX) stake by 49% in Q1 2026, selling an estimated $530K and leaving 1,573 shares worth $543K. The position accounts for 0.29% of the portfolio, ranked #92.

Whalen Wealth Management first reported a position in LHX in Q2 2025 and has held it in 3 quarters since. The position peaked at $907K in Q4 2025. 1,727 funds tracked by Wall St. Rank hold LHX as of Q1 2026.

  • Whalen Wealth Management held 1,573 shares of L3Harris worth $543K as of Q1 2026.
  • Whalen Wealth Management sold 1,516 L3Harris shares in Q1 2026, an estimated $530K.
  • L3Harris made up 0.29% of Whalen Wealth Management's portfolio in Q1 2026, its #92 holding.
  • Whalen Wealth Management first reported a position in L3Harris in Q2 2025 and has held it in 3 quarters since.
  • Whalen Wealth Management's L3Harris position peaked at $907K in Q4 2025.
  • 1,727 funds tracked by Wall St. Rank held L3Harris as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.