Position in LHX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$40,421,359
-$7,242,475 QoQ
Shares Held
139,101
+0.7% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#126
of 1,684 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in LHX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Welch & Forbes LLC holds $269,779,346 across 12 Aerospace & Defense names. LHX ranks #2 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
1,069,878 | $202,987,952 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
This page
|
139,101 | $40,421,359 | |
| 3 | GE |
General Electric Co
|
44,138 | $16,495,694 | |
| 4 | LMT |
Lockheed Martin Corp
|
8,031 | $4,091,473 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
2,968 | $1,511,632 | |
| 6 | GD |
General Dynamics Corp
|
4,121 | $1,459,823 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
4,815 | $1,063,152 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
2,757 | $741,247 |
All Filings in LHX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,421,359 | 139,101 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $47,663,834 | 138,096 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $41,359,315 | 140,884 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $43,512,984 | 142,474 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $35,842,276 | 142,889 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $29,639,551 | 141,606 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $29,047,658 | 138,138 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $33,179,059 | 139,484 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $30,463,378 | 135,646 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $28,025,207 | 131,512 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $25,218,585 | 119,735 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $20,921,214 | 120,154 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $23,162,919 | 118,317 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $22,432,783 | 114,313 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $20,467,459 | 98,302 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $19,714,338 | 94,858 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $22,137,303 | 91,590 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $21,748,330 | 87,529 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $11,479,988 | 53,836 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $11,147,447 | 50,615 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $9,884,539 | 45,730 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $8,064,839 | 39,791 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $5,846,199 | 30,929 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||