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Maxwell Wealth Strategies’s L3Harris LHX Stock Holding History

Maxwell Wealth Strategies’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 		$1.76M Buy
8,352
+28
+0.3% +$6.71K 0.72% 42
2024
Q3 		$2.09M Buy
8,324
+1,954
+31% +$451K 0.89% 40
2024
Q2 		$1.43M Buy
6,370
+22
+0.3% +$4.75K 0.7% 48
2024
Q1 		$1.39M Buy
+6,348
New +$1.33M 0.71% 51

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

Maxwell Wealth Strategies's LHX Position: Q4 2024 in Review

Maxwell Wealth Strategies increased its L3Harris (LHX) stake by 0.34% in Q4 2024, buying an estimated $6.71K and bringing the position to 8,352 shares worth $1.76M. The position accounts for 0.72% of the portfolio, ranked #42.

Maxwell Wealth Strategies first reported a position in LHX in Q1 2024 and has held it in 4 quarters since. The position peaked at $2.09M in Q3 2024. 1,400 funds tracked by Wall St. Rank hold LHX as of Q4 2024.

  • Maxwell Wealth Strategies held 8,352 shares of L3Harris worth $1.76M as of Q4 2024.
  • Maxwell Wealth Strategies bought 28 L3Harris shares in Q4 2024, an estimated $6.71K.
  • L3Harris made up 0.72% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #42 holding.
  • Maxwell Wealth Strategies first reported a position in L3Harris in Q1 2024 and has held it in 4 quarters since.
  • Maxwell Wealth Strategies's L3Harris position peaked at $2.09M in Q3 2024.
  • 1,400 funds tracked by Wall St. Rank held L3Harris as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.