MWM
LHX icon

MGB Wealth Management’s L3Harris LHX Stock Holding History

MGB 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
2025
Q1 		– Sell
-1,179
Closed -$248K – 302
2024
Q4 		$248K Sell
1,179
-750
-39% -$180K 0.08% 176
2024
Q3 		$459K Buy
1,929
+500
+35% +$115K 0.17% 125
2024
Q2 		$330K Hold
1,429
– – 0.12% 145
2024
Q1 		$305K Hold
1,429
– – 0.12% 152
2023
Q4 		$301K Buy
+1,429
New +$268K 0.15% 144

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

MGB Wealth Management's LHX Position: Q1 2025 in Review

MGB Wealth Management sold out of L3Harris (LHX) in Q1 2025, closing a stake of 1,179 shares — an estimated $248K sold.

MGB Wealth Management first reported a position in LHX in Q4 2023 and held it in 5 quarters. The position peaked at $459K in Q3 2024. 1,369 funds tracked by Wall St. Rank hold LHX as of Q1 2025.

  • MGB Wealth Management reported no remaining L3Harris position as of Q1 2025 after selling out during the quarter.
  • MGB Wealth Management sold 1,179 L3Harris shares in Q1 2025, an estimated $248K.
  • MGB Wealth Management first reported a position in L3Harris in Q4 2023 and held it in 5 quarters.
  • MGB Wealth Management's L3Harris position peaked at $459K in Q3 2024.
  • 1,369 funds tracked by Wall St. Rank held L3Harris as of Q1 2025.

Based on MGB Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.