LWM Advisory Services’s L3Harris LHX Stock Holding History

LWM Advisory Services’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
2022 Q4	–	Sell	-1,314	Closed	-$273K	–	110
2022 Q3	$273K	Buy	1,314 +73	+6%	+$16.8K	0.31%	88
2022 Q2	$300K	Buy	1,241 +120	+11%	+$29K	0.36%	82
2022 Q1	$279K	Buy	+1,121	New	+$261K	0.35%	86

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

LWM Advisory Services's LHX Position: Q4 2022 in Review

LWM Advisory Services sold out of L3Harris (LHX) in Q4 2022, closing a stake of 1,314 shares — an estimated $273K sold.

LWM Advisory Services first reported a position in LHX in Q1 2022 and held it in 3 quarters. The position peaked at $300K in Q2 2022. 1,246 funds tracked by Wall St. Rank hold LHX as of Q4 2022.

LWM Advisory Services reported no remaining L3Harris position as of Q4 2022 after selling out during the quarter.
LWM Advisory Services sold 1,314 L3Harris shares in Q4 2022, an estimated $273K.
LWM Advisory Services first reported a position in L3Harris in Q1 2022 and held it in 3 quarters.
LWM Advisory Services's L3Harris position peaked at $300K in Q2 2022.
1,246 funds tracked by Wall St. Rank held L3Harris as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.