BWP
LHX icon

Bernardo Wealth Planning’s L3Harris LHX Stock Holding History

Bernardo Wealth Planning’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
2026
Q1 		$214K Buy
+621
New +$217K 0.04% 120
2021
Q1 		– Sell
-2,226
Closed -$420K – 113
2020
Q4 		$420K Hold
2,226
– – 0.16% 109
2020
Q3 		$378K Hold
2,226
– – 0.17% 100
2020
Q2 		$377K Sell
2,226
-49
-2% -$9.21K 0.2% 93
2020
Q1 		$409K Buy
2,275
+7
+0.3% +$1.44K 0.28% 88
2019
Q4 		$448K Hold
2,268
– – 0.27% 87
2019
Q3 		$473K Buy
2,268
+965
+74% +$198K 0.34% 71
2019
Q2 		$246K Sell
1,303
-42
-3% -$7.58K 0.19% 117
2019
Q1 		$215K Buy
+1,345
New +$207K 0.17% 134

Other funds holding LHX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return