Position in LHX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,193,743
-$46,380 QoQ
Shares Held
4,108
+14.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#725
of 1,684 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LHX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Caldwell Trust Co holds $16,499,721 across 13 Aerospace & Defense names. LHX ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
21,401 | $4,060,410 | |
| 2 | LMT |
Lockheed Martin Corp
|
6,394 | $3,257,487 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
11,143 | $2,463,494 | |
| 4 | GE |
General Electric Co
|
6,057 | $2,263,682 | |
| 5 | GD |
General Dynamics Corp
|
4,499 | $1,593,725 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
This page
|
4,108 | $1,193,743 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
2,336 | $1,189,748 | |
| 8 | BA |
Boeing Co
|
858 | $185,731 |
All Filings in LHX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,193,743 | 4,108 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,240,123 | 3,593 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $333,495 | 1,136 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $375,043 | 1,228 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $227,261 | 906 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $189,634 | 906 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $190,513 | 906 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $185,776 | 781 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $175,396 | 781 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $166,431 | 781 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $164,494 | 781 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $135,987 | 781 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $152,896 | 781 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $161,309 | 822 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $188,221 | 904 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $187,878 | 904 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $218,496 | 904 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $227,598 | 916 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $195,327 | 916 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $201,739 | 916 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $197,993 | 916 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $185,654 | 916 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $173,142 | 916 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $155,573 | 916 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $156,096 | 920 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $165,710 | 920 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||