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Cassady Schiller Wealth Management’s L3Harris LHX Stock Holding History

Cassady Schiller 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
Q4 		$10.1K Buy
48
+8
+20% +$1.92K ﹤0.01% 339
2024
Q3 		$9.52K Hold
40
– – ﹤0.01% 322
2024
Q2 		$8.98K Hold
40
– – ﹤0.01% 323
2024
Q1 		$8.52K Buy
40
+9
+29% +$1.89K ﹤0.01% 341
2023
Q4 		$6.53K Hold
31
– – ﹤0.01% 347
2023
Q3 		$5.4K Hold
31
– – ﹤0.01% 367
2023
Q2 		$6.07K Hold
31
– – ﹤0.01% 371
2023
Q1 		$6.08K Sell
31
-10
-24% -$2.04K ﹤0.01% 351
2022
Q4 		$8.54K Buy
+41
New +$9.25K 0.01% 332
2022
Q1 		– Sell
-37
Closed -$8K – 373
2021
Q4 		$8K Buy
+37
New +$8.2K ﹤0.01% 332

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
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
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

Cassady Schiller Wealth Management's LHX Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its L3Harris (LHX) stake by 20% in Q4 2024, buying an estimated $1.92K and bringing the position to 48 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Cassady Schiller Wealth Management first reported a position in LHX in Q4 2021 and has held it in 10 quarters since. 1,400 funds tracked by Wall St. Rank hold LHX as of Q4 2024.

  • Cassady Schiller Wealth Management held 48 shares of L3Harris worth $10.1K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 8 L3Harris shares in Q4 2024, an estimated $1.92K.
  • L3Harris made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #339 holding.
  • Cassady Schiller Wealth Management first reported a position in L3Harris in Q4 2021 and has held it in 10 quarters since.
  • 1,400 funds tracked by Wall St. Rank held L3Harris as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.