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
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 $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

Williams Jones Wealth Management's LHX Position: Q1 2026 in Review

Williams Jones Wealth Management increased its L3Harris (LHX) stake by 0.01% in Q1 2026, buying an estimated $349 and bringing the position to 8,247 shares worth $2.85M. The position accounts for 0.04% of the portfolio, ranked #168.

Williams Jones Wealth Management first reported a position in LHX in Q4 2019 and has held it in 20 quarters since. 1,729 funds tracked by Wall St. Rank hold LHX as of Q1 2026.

  • Williams Jones Wealth Management held 8,247 shares of L3Harris worth $2.85M as of Q1 2026.
  • Williams Jones Wealth Management bought 1 L3Harris share in Q1 2026, an estimated $349.
  • L3Harris made up 0.04% of Williams Jones Wealth Management's portfolio in Q1 2026, its #168 holding.
  • Williams Jones Wealth Management first reported a position in L3Harris in Q4 2019 and has held it in 20 quarters since.
  • 1,729 funds tracked by Wall St. Rank held L3Harris as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.