IWP
LHX icon

Icon Wealth Partners’s L3Harris LHX Stock Holding History

Icon Wealth Partners’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
Q3 		$183K Sell
1,052
-18
-2% -$3.31K 0.02% 301
2023
Q2 		$209K Sell
1,070
-143
-12% -$27.4K 0.02% 306
2023
Q1 		$238K Buy
+1,213
New +$248K 0.03% 291
2022
Q2 		$312K Sell
1,293
-38
-3% -$9.17K 0.04% 240
2022
Q1 		$331K Sell
1,331
-215
-14% -$50.1K 0.03% 259
2021
Q4 		$330K Sell
1,546
-157
-9% -$34.8K 0.03% 254
2021
Q3 		$375K Sell
1,703
-520
-23% -$118K 0.04% 253
2021
Q2 		$480K Sell
2,223
-187
-8% -$40.2K 0.05% 228
2021
Q1 		$488K Buy
2,410
+322
+15% +$60.4K 0.06% 215
2020
Q4 		$395K Sell
2,088
-291
-12% -$53.2K 0.06% 198
2020
Q3 		$404K Sell
2,379
-1,426
-37% -$250K 0.08% 163
2020
Q2 		$646K Buy
3,805
+1,776
+88% +$334K 0.16% 105
2020
Q1 		$365K Buy
2,029
+47
+2% +$9.63K 0.14% 78
2019
Q4 		$392K Buy
1,982
+205
+12% +$41.1K 0.12% 89
2019
Q3 		$371K Buy
+1,777
New +$364K 0.13% 90
2019
Q2 		– Sell
-40
Closed -$6K – 503
2019
Q1 		$6K Buy
+40
New +$6.16K ﹤0.01% 736
2018
Q3 		– Sell
-26
Closed -$4K – 528
2018
Q2 		$4K Buy
+26
New +$4.03K ﹤0.01% 774
2018
Q1 		– Sell
-24
Closed -$3K – 523
2017
Q4 		$3K Buy
+24
New +$3.35K ﹤0.01% 811

Other funds holding LHX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Icon Wealth Partners's LHX Position: Q3 2023 in Review

Icon Wealth Partners reduced its L3Harris (LHX) stake by 1.7% in Q3 2023, selling an estimated $3.31K and leaving 1,052 shares worth $183K. The position accounts for 0.02% of the portfolio, ranked #301.

Icon Wealth Partners first reported a position in LHX in Q4 2017 and has held it in 18 quarters since. The position peaked at $646K in Q2 2020. 1,168 funds tracked by Wall St. Rank hold LHX as of Q3 2023.

  • Icon Wealth Partners held 1,052 shares of L3Harris worth $183K as of Q3 2023.
  • Icon Wealth Partners sold 18 L3Harris shares in Q3 2023, an estimated $3.31K.
  • L3Harris made up 0.02% of Icon Wealth Partners's portfolio in Q3 2023, its #301 holding.
  • Icon Wealth Partners first reported a position in L3Harris in Q4 2017 and has held it in 18 quarters since.
  • Icon Wealth Partners's L3Harris position peaked at $646K in Q2 2020.
  • 1,168 funds tracked by Wall St. Rank held L3Harris as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.