WJWM
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Williams Jones Wealth Management’s L3Harris LHX Stock Holding History

Williams Jones 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
Q2 		$2.43M Buy
8,365
+118
+1% +$37.5K 0.03% 193
2026
Q1 		$2.85M Buy
8,247
+1
+0% +$349 0.04% 168
2025
Q4 		$2.42M Sell
8,246
-301
-4% -$87K 0.03% 178
2025
Q3 		$2.61M Buy
8,547
+1
+0% +$273 0.03% 172
2025
Q2 		$2.14M Sell
8,546
-263
-3% -$60.4K 0.03% 182
2025
Q1 		$1.84M Sell
8,809
-265
-3% -$55.5K 0.02% 189
2024
Q4 		$1.91M Buy
9,074
+50
+0.6% +$12K 0.02% 193
2024
Q3 		$2.15M Sell
9,024
-149
-2% -$34.4K 0.03% 192
2024
Q2 		$2.06M Sell
9,173
-25
-0.3% -$5.4K 0.03% 190
2024
Q1 		$1.96M Buy
9,198
+400
+5% +$84K 0.02% 192
2023
Q4 		$1.85M Sell
8,798
-132
-1% -$24.8K 0.03% 199
2023
Q3 		$1.55M Sell
8,930
-223
-2% -$41K 0.02% 210
2023
Q2 		$1.79M Sell
9,153
-11
-0.1% -$2.1K 0.03% 207
2023
Q1 		$1.8M Hold
9,164
– – 0.03% 213
2022
Q4 		$1.91M Sell
9,164
-13
-0.1% -$2.93K 0.03% 204
2022
Q3 		$1.91M Buy
9,177
+320
+4% +$73.8K 0.03% 206
2022
Q2 		$2.14M Buy
8,857
+5,888
+198% +$1.42M 0.03% 201
2022
Q1 		$738K Buy
+2,969
New +$691K 0.01% 303
2020
Q3 		– Sell
-3,012
Closed -$511K – 450
2020
Q2 		$511K Hold
3,012
– – 0.01% 256
2020
Q1 		$543K Hold
3,012
– – 0.01% 225
2019
Q4 		$596K Buy
+3,012
New +$604K 0.01% 255

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

Williams Jones Wealth Management's LHX Position: Q2 2026 in Review

Williams Jones Wealth Management increased its L3Harris (LHX) stake by 1.4% in Q2 2026, buying an estimated $37.5K and bringing the position to 8,365 shares worth $2.43M. The position accounts for 0.03% of the portfolio, ranked #193.

Williams Jones Wealth Management first reported a position in LHX in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.85M in Q1 2026. 1,697 funds tracked by Wall St. Rank hold LHX as of Q2 2026.

  • Williams Jones Wealth Management held 8,365 shares of L3Harris worth $2.43M as of Q2 2026.
  • Williams Jones Wealth Management bought 118 L3Harris shares in Q2 2026, an estimated $37.5K.
  • L3Harris made up 0.03% of Williams Jones Wealth Management's portfolio in Q2 2026, its #193 holding.
  • Williams Jones Wealth Management first reported a position in L3Harris in Q4 2019 and has held it in 21 quarters since.
  • Williams Jones Wealth Management's L3Harris position peaked at $2.85M in Q1 2026.
  • 1,697 funds tracked by Wall St. Rank held L3Harris as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.