9WM
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9258 Wealth Management’s L3Harris LHX Stock Holding History

9258 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
2024
Q3 		$1.08M Buy
4,556
+56
+1% +$12.9K 0.16% 116
2024
Q2 		$1.01M Buy
4,500
+227
+5% +$49K 0.16% 121
2024
Q1 		$911K Sell
4,273
-98
-2% -$20.6K 0.14% 134
2023
Q4 		$921K Buy
4,371
+727
+20% +$136K 0.16% 124
2023
Q3 		$634K Buy
3,644
+92
+3% +$16.9K 0.12% 148
2023
Q2 		$695K Buy
3,552
+351
+11% +$67.1K 0.13% 142
2023
Q1 		$628K Buy
3,201
+13
+0.4% +$2.66K 0.13% 146
2022
Q4 		$664K Buy
3,188
+353
+12% +$79.6K 0.14% 134
2022
Q3 		$589K Buy
2,835
+255
+10% +$58.8K 0.15% 144
2022
Q2 		$624K Sell
2,580
-167
-6% -$40.3K 0.16% 149
2022
Q1 		$683K Buy
2,747
+52
+2% +$12.1K 0.16% 147
2021
Q4 		$575K Sell
2,695
-518
-16% -$115K 0.13% 168
2021
Q3 		$708K Sell
3,213
-157
-5% -$35.7K 0.19% 133
2021
Q2 		$728K Sell
3,370
-22
-0.6% -$4.73K 0.2% 131
2021
Q1 		$687K Buy
3,392
+1,010
+42% +$189K 0.21% 124
2020
Q4 		$450K Buy
2,382
+83
+4% +$15.2K 0.15% 159
2020
Q3 		$370K Buy
2,299
+59
+3% +$10.3K 0.14% 171
2020
Q2 		$380K Buy
2,240
+567
+34% +$107K 0.15% 164
2020
Q1 		$322K Sell
1,673
-185
-10% -$37.9K 0.14% 177
2019
Q4 		$368K Buy
1,858
+143
+8% +$28.7K 0.13% 189
2019
Q3 		$358K Buy
+1,715
New +$351K 0.28% 116

Other funds holding LHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

9258 Wealth Management's LHX Position: Q3 2024 in Review

9258 Wealth Management increased its L3Harris (LHX) stake by 1.2% in Q3 2024, buying an estimated $12.9K and bringing the position to 4,556 shares worth $1.08M. The position accounts for 0.16% of the portfolio, ranked #116.

9258 Wealth Management first reported a position in LHX in Q3 2019 and has held it in 21 quarters since. 1,348 funds tracked by Wall St. Rank hold LHX as of Q3 2024.

  • 9258 Wealth Management held 4,556 shares of L3Harris worth $1.08M as of Q3 2024.
  • 9258 Wealth Management bought 56 L3Harris shares in Q3 2024, an estimated $12.9K.
  • L3Harris made up 0.16% of 9258 Wealth Management's portfolio in Q3 2024, its #116 holding.
  • 9258 Wealth Management first reported a position in L3Harris in Q3 2019 and has held it in 21 quarters since.
  • 1,348 funds tracked by Wall St. Rank held L3Harris as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.