BFS
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Bard Financial Services’s L3Harris LHX Stock Holding History

Bard Financial Services’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
2025
Q3 		$1.54M Buy
5,050
+100
+2% +$27.3K 0.17% 98
2025
Q2 		$1.24M Buy
4,950
+50
+1% +$11.5K 0.15% 106
2025
Q1 		$1.03M Sell
4,900
-350
-7% -$73.4K 0.13% 114
2024
Q4 		$1.1M Buy
5,250
+300
+6% +$71.9K 0.13% 107
2024
Q3 		$1.18M Sell
4,950
-630
-11% -$145K 0.14% 108
2024
Q2 		$1.25M Buy
5,580
+1,550
+38% +$335K 0.13% 108
2024
Q1 		$859K Buy
4,030
+300
+8% +$63K 0.09% 125
2023
Q4 		$786K Hold
3,730
– – 0.09% 127
2023
Q3 		$649K Sell
3,730
-300
-7% -$55.2K 0.08% 132
2023
Q2 		$789K Sell
4,030
-125
-3% -$23.9K 0.06% 181
2023
Q1 		$815K Hold
4,155
– – 0.07% 184
2022
Q4 		$865K Buy
4,155
+50
+1% +$11.3K 0.07% 175
2022
Q3 		$853K Hold
4,105
– – 0.08% 167
2022
Q2 		$998K Sell
4,105
-250
-6% -$60.3K 0.09% 153
2022
Q1 		$1.08M Sell
4,355
-150
-3% -$34.9K 0.09% 152
2021
Q4 		$961K Sell
4,505
-50
-1% -$11.1K 0.08% 155
2021
Q3 		$1M Sell
4,555
-175
-4% -$39.8K 0.09% 143
2021
Q2 		$1.02M Buy
4,730
+425
+10% +$91.4K 0.09% 142
2021
Q1 		$873K Buy
4,305
+225
+6% +$42.2K 0.08% 147
2020
Q4 		$771K Buy
+4,080
New +$746K 0.08% 150

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Geode Capital Management
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Wells Fargo
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return