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Jamison Private Wealth Management’s L3Harris LHX Stock Holding History

Jamison Private 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 		– Sell
-325
Closed -$77.2K – 349
2024
Q3 		$77.2K Buy
325
+2
+0.6% +$462 0.01% 234
2024
Q2 		$72.5K Sell
323
-287
-47% -$62K 0.01% 234
2024
Q1 		$130K Buy
610
+9
+1% +$1.89K 0.02% 198
2023
Q4 		$127K Buy
601
+4
+0.7% +$751 0.02% 192
2023
Q3 		$104K Buy
+597
New +$110K 0.02% 196

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

Jamison Private Wealth Management's LHX Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of L3Harris (LHX) in Q4 2024, closing a stake of 325 shares — an estimated $77.2K sold.

Jamison Private Wealth Management first reported a position in LHX in Q3 2023 and held it in 5 quarters. The position peaked at $130K in Q1 2024. 1,400 funds tracked by Wall St. Rank hold LHX as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining L3Harris position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 325 L3Harris shares in Q4 2024, an estimated $77.2K.
  • Jamison Private Wealth Management first reported a position in L3Harris in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's L3Harris position peaked at $130K in Q1 2024.
  • 1,400 funds tracked by Wall St. Rank held L3Harris as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.