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Buckingham Strategic Wealth’s L3Harris LHX Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$789K Sell
3,515
-152
-4% -$32.8K 0.01% 377
2024
Q1 		$781K Buy
3,667
+129
+4% +$27.1K 0.01% 377
2023
Q4 		$745K Buy
3,538
+583
+20% +$109K 0.01% 367
2023
Q3 		$514K Sell
2,955
-168
-5% -$30.9K 0.01% 412
2023
Q2 		$611K Buy
3,123
+553
+22% +$106K 0.01% 381
2023
Q1 		$535K Hold
2,570
– – 0.01% 363
2022
Q4 		$535K Sell
2,570
-264
-9% -$59.5K 0.01% 365
2022
Q3 		$589K Sell
2,834
-2
-0.1% -$461 0.01% 332
2022
Q2 		$685K Buy
2,836
+27
+1% +$6.52K 0.01% 312
2022
Q1 		$698K Buy
2,809
+155
+6% +$36.1K 0.01% 307
2021
Q4 		$566K Buy
2,654
+326
+14% +$72.3K 0.01% 345
2021
Q3 		$513K Buy
2,328
+431
+23% +$98K 0.01% 352
2021
Q2 		$410K Buy
1,897
+86
+5% +$18.5K 0.01% 405
2021
Q1 		$367K Sell
1,811
-248
-12% -$46.5K 0.02% 393
2020
Q4 		$389K Buy
2,059
+154
+8% +$28.2K 0.02% 368
2020
Q3 		$323K Sell
1,905
-579
-23% -$102K 0.02% 351
2020
Q2 		$421K Sell
2,484
-408
-14% -$76.7K 0.04% 250
2020
Q1 		$521K Buy
2,892
+91
+3% +$18.7K 0.05% 246
2019
Q4 		$554K Sell
2,801
-2
-0.1% -$401 0.05% 225
2019
Q3 		$585K Buy
+2,803
New +$574K 0.06% 209
2018
Q1 		– Sell
-1,685
Closed -$239K – 332
2017
Q4 		$239K Sell
1,685
-8
-0.5% -$1.12K 0.05% 271
2017
Q3 		$223K Buy
+1,693
New +$203K 0.05% 259

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Buckingham Strategic Wealth's LHX Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its L3Harris (LHX) stake by 4.1% in Q2 2024, selling an estimated $32.8K and leaving 3,515 shares worth $789K. The position accounts for 0.01% of the portfolio, ranked #377.

Buckingham Strategic Wealth first reported a position in LHX in Q3 2017 and has held it in 22 quarters since. 1,323 funds tracked by Wall St. Rank hold LHX as of Q2 2024.

  • Buckingham Strategic Wealth held 3,515 shares of L3Harris worth $789K as of Q2 2024.
  • Buckingham Strategic Wealth sold 152 L3Harris shares in Q2 2024, an estimated $32.8K.
  • L3Harris made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #377 holding.
  • Buckingham Strategic Wealth first reported a position in L3Harris in Q3 2017 and has held it in 22 quarters since.
  • 1,323 funds tracked by Wall St. Rank held L3Harris as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.