Position in LHX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,175,618
-$2,385,482 QoQ
Shares Held
21,252
-14.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#363
of 1,688 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in LHX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $162,361,459 across 21 Aerospace & Defense names. LHX ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
213,999 | $40,602,030 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
170,113 | $37,608,582 | |
| 3 | LMT |
Lockheed Martin Corp
|
36,580 | $18,636,046 | |
| 4 | GE |
General Electric Co
|
45,321 | $16,937,817 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
22,630 | $11,525,685 | |
| 6 | GD |
General Dynamics Corp
|
19,229 | $6,811,680 | |
| 7 | BA |
Boeing Co
|
31,184 | $6,750,400 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
This page
|
21,252 | $6,175,618 |
All Filings in LHX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,175,618 | 21,252 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,561,100 | 24,804 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,840,575 | 19,895 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,208,296 | 4,817 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $600,301 | 2,868 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $613,807 | 2,919 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,109,917 | 17,278 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $602,997 | 2,685 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $578,779 | 2,716 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $713,580 | 3,388 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $894,802 | 5,139 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $3,426,758 | 17,504 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $480,756 | 2,309 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $816,704 | 3,379 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $830,386 | 3,342 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $679,595 | 3,187 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $707,410 | 3,212 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $727,993 | 3,368 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $569,733 | 2,811 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $521,128 | 2,757 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $496,612 | 2,924 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $525,637 | 3,098 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $549,726 | 3,052 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||