Congress Wealth Management’s L3Harris LHX Stock Holding History

Congress 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
2025 Q2	$624K	Buy	2,486 +321	+15%	+$73.8K	0.01%	850
2025 Q1	$454K	Buy	2,165 +544	+34%	+$114K	0.01%	843
2024 Q4	$341K	Buy	1,621 +498	+44%	+$119K	﹤0.01%	736
2024 Q3	$267K	Buy	1,123 +93	+9%	+$21.5K	﹤0.01%	761
2024 Q2	$231K	Buy	1,030 +12	+1%	+$2.59K	﹤0.01%	669
2024 Q1	$217K	Sell	1,018 -88	-8%	-$18.5K	﹤0.01%	564
2023 Q4	$233K	Sell	1,106 -194	-15%	-$36.4K	﹤0.01%	572
2023 Q3	$226K	Sell	1,300 -29	-2%	-$5.33K	﹤0.01%	566
2023 Q2	$260K	Buy	1,329 +28	+2%	+$5.36K	0.01%	501
2023 Q1	$256K	Sell	1,301 -64	-5%	-$13.1K	0.01%	505
2022 Q4	$284K	Buy	1,365 +318	+30%	+$71.7K	0.01%	489
2022 Q3	$218K	Sell	1,047 -5	-0.5%	-$1.15K	0.01%	517
2022 Q2	$255K	Sell	1,052 -2	-0.2%	-$483	0.01%	501
2022 Q1	$262K	Sell	1,054 -1,950	-65%	-$454K	0.01%	537
2021 Q4	$640K	Buy	+3,004	New	+$666K	0.01%	436

Other funds holding LHX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return