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Marcum Wealth’s L3Harris LHX Stock Holding History

Marcum Wealth’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
Q1 		$276K Sell
1,320
-41
-3% -$8.59K 0.02% 300
2024
Q4 		$286K Buy
1,361
+94
+7% +$22.5K 0.02% 290
2024
Q3 		$301K Buy
1,267
+16
+1% +$3.69K 0.03% 285
2024
Q2 		$281K Buy
1,251
+5
+0.4% +$1.08K 0.03% 284
2024
Q1 		$266K Buy
1,246
+17
+1% +$3.57K 0.03% 293
2023
Q4 		$259K Buy
1,229
+76
+7% +$14.3K 0.03% 287
2023
Q3 		$201K Buy
1,153
+107
+10% +$19.7K 0.02% 321
2023
Q2 		$205K Sell
1,046
-65
-6% -$12.4K 0.02% 332
2023
Q1 		$218K Buy
+1,111
New +$227K 0.03% 307
2022
Q4 		– Sell
-1,278
Closed -$266K – 389
2022
Q3 		$266K Buy
1,278
+41
+3% +$9.45K 0.04% 256
2022
Q2 		$299K Buy
1,237
+35
+3% +$8.45K 0.04% 234
2022
Q1 		$299K Buy
1,202
+121
+11% +$28.2K 0.04% 243
2021
Q4 		$231K Sell
1,081
-303
-22% -$67.2K 0.03% 299
2021
Q3 		$305K Buy
1,384
+27
+2% +$6.14K 0.05% 236
2021
Q2 		$293K Sell
1,357
-20
-1% -$4.3K 0.05% 222
2021
Q1 		$279K Buy
+1,377
New +$258K 0.05% 231

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Marcum Wealth's LHX Position: Q1 2025 in Review

Marcum Wealth reduced its L3Harris (LHX) stake by 3% in Q1 2025, selling an estimated $8.59K and leaving 1,320 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #300.

Marcum Wealth first reported a position in LHX in Q1 2021 and has held it in 16 quarters since. The position peaked at $305K in Q3 2021. 1,370 funds tracked by Wall St. Rank hold LHX as of Q1 2025.

  • Marcum Wealth held 1,320 shares of L3Harris worth $276K as of Q1 2025.
  • Marcum Wealth sold 41 L3Harris shares in Q1 2025, an estimated $8.59K.
  • L3Harris made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #300 holding.
  • Marcum Wealth first reported a position in L3Harris in Q1 2021 and has held it in 16 quarters since.
  • Marcum Wealth's L3Harris position peaked at $305K in Q3 2021.
  • 1,370 funds tracked by Wall St. Rank held L3Harris as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.