Position in LHX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$27,586,113
+$6,247,098 QoQ
Shares Held
79,925
+10.0% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.5805515239477503.ToString("F0")%
Shared 0.ToString("F0")%
None 99.41944847605225.ToString("F0")%
Common Shares in LHX Over Time
Shares Held
Position Value (USD)
Derivatives in LHX
reported options exposure · as of Mar 31, 2020CallValue
$18,012
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Creative Planning holds $702,117,188 across 47 Aerospace & Defense names. LHX ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
644,643 | $124,351,634 | |
| 2 | LMT |
Lockheed Martin Corp
|
169,323 | $102,337,127 | |
| 3 | GE |
General Electric Co
|
336,002 | $95,347,287 | |
| 4 | BA |
Boeing Co
|
391,748 | $77,969,603 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
75,665 | $51,621,689 | |
| 6 | GD |
General Dynamics Corp
|
115,601 | $39,676,574 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
This page
|
79,925 | $27,586,113 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
108,199 | $24,935,541 |
All Filings in LHX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,586,113 | 79,925 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $21,339,015 | 72,688 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $20,489,345 | 67,088 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,445,723 | 61,576 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,851,885 | 51,846 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,632,204 | 41,051 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,892,537 | 41,588 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $9,224,837 | 41,076 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $8,973,853 | 42,111 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $8,285,158 | 39,337 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,822,717 | 39,184 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $6,307,904 | 32,221 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $5,832,644 | 29,722 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,824,674 | 27,975 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,774,764 | 27,786 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,842,285 | 28,309 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,515,131 | 26,221 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,436,267 | 11,425 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,525,932 | 11,469 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,349,117 | 10,868 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,598,965 | 12,823 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,156,907 | 11,411 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,082,747 | 12,263 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,027,217 | 11,948 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,351,646 | 13,056 | Shares | Sole | 2020-05-05 | |
| 2020-03-31 | $18,012 | 100 | Call | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||