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Buckley Wealth Management’s L3Harris LHX Stock Holding History

Buckley 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
2023
Q2 		– Sell
-1,578
Closed -$310K – 129
2023
Q1 		$310K Sell
1,578
-33
-2% -$6.75K 0.11% 92
2022
Q4 		$335K Sell
1,611
-9
-0.6% -$2.03K 0.12% 91
2022
Q3 		$337K Sell
1,620
-370
-19% -$85.3K 0.12% 96
2022
Q2 		$481K Sell
1,990
-50
-2% -$12.1K 0.15% 93
2022
Q1 		$507K Buy
2,040
+193
+10% +$44.9K 0.14% 97
2021
Q4 		$394K Buy
+1,847
New +$409K 0.12% 106

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Buckley Wealth Management's LHX Position: Q2 2023 in Review

Buckley Wealth Management sold out of L3Harris (LHX) in Q2 2023, closing a stake of 1,578 shares — an estimated $310K sold.

Buckley Wealth Management first reported a position in LHX in Q4 2021 and held it in 6 quarters. The position peaked at $507K in Q1 2022. 1,183 funds tracked by Wall St. Rank hold LHX as of Q2 2023.

  • Buckley Wealth Management reported no remaining L3Harris position as of Q2 2023 after selling out during the quarter.
  • Buckley Wealth Management sold 1,578 L3Harris shares in Q2 2023, an estimated $310K.
  • Buckley Wealth Management first reported a position in L3Harris in Q4 2021 and held it in 6 quarters.
  • Buckley Wealth Management's L3Harris position peaked at $507K in Q1 2022.
  • 1,183 funds tracked by Wall St. Rank held L3Harris as of Q2 2023.

Based on Buckley Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.