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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
Q3 		– Sell
-2,354
Closed -$684K – 236
2026
Q2 		$684K Buy
2,354
+781
+50% +$248K 0.31% 86
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

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Whalen Wealth Management's LHX Position: Q3 2026 in Review

Whalen Wealth Management sold out of L3Harris (LHX) in Q3 2026, closing a stake of 2,354 shares — an estimated $684K sold.

Whalen Wealth Management first reported a position in LHX in Q2 2025 and held it in 4 quarters. The position peaked at $907K in Q4 2025. 54 funds tracked by Wall St. Rank hold LHX as of Q3 2026.

  • Whalen Wealth Management reported no remaining L3Harris position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 2,354 L3Harris shares in Q3 2026, an estimated $684K.
  • Whalen Wealth Management first reported a position in L3Harris in Q2 2025 and held it in 4 quarters.
  • Whalen Wealth Management's L3Harris position peaked at $907K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held L3Harris as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.