Obermeyer Wealth Partners’s L3Harris LHX Stock Holding History

Obermeyer Wealth Partners’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	-999	Closed	-$238K	–	263
2024 Q3	$238K	Buy	999 +30	+3%	+$6.93K	0.01%	228
2024 Q2	$218K	Hold	969	–	–	0.01%	230
2024 Q1	$206K	Sell	969 -1,384	-59%	-$291K	0.01%	245
2023 Q4	$496K	Sell	2,353 -1,150	-33%	-$216K	0.03%	112
2023 Q3	$610K	Hold	3,503	–	–	0.05%	100
2023 Q2	$686K	Sell	3,503 -101	-3%	-$19.3K	0.05%	96
2023 Q1	$707K	Sell	3,604 -300	-8%	-$61.3K	0.05%	90
2022 Q4	$813K	Buy	3,904 +1,095	+39%	+$247K	0.06%	79
2022 Q3	$584K	Buy	2,809 +55	+2%	+$12.7K	0.05%	97
2022 Q2	$666K	Buy	2,754 +101	+4%	+$24.4K	0.05%	89
2022 Q1	$659K	Hold	2,653	–	–	0.04%	109
2021 Q4	$566K	Hold	2,653	–	–	0.03%	116
2021 Q3	$584K	Hold	2,653	–	–	0.03%	108
2021 Q2	$573K	Sell	2,653 -24	-0.9%	-$5.16K	0.03%	113
2021 Q1	$543K	Buy	+2,677	New	+$502K	0.03%	117

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Obermeyer Wealth Partners's LHX Position: Q4 2024 in Review

Obermeyer Wealth Partners sold out of L3Harris (LHX) in Q4 2024, closing a stake of 999 shares — an estimated $238K sold.

Obermeyer Wealth Partners first reported a position in LHX in Q1 2021 and held it in 15 quarters. The position peaked at $813K in Q4 2022. 1,400 funds tracked by Wall St. Rank hold LHX as of Q4 2024.

Obermeyer Wealth Partners reported no remaining L3Harris position as of Q4 2024 after selling out during the quarter.
Obermeyer Wealth Partners sold 999 L3Harris shares in Q4 2024, an estimated $238K.
Obermeyer Wealth Partners first reported a position in L3Harris in Q1 2021 and held it in 15 quarters.
Obermeyer Wealth Partners's L3Harris position peaked at $813K in Q4 2022.
1,400 funds tracked by Wall St. Rank held L3Harris as of Q4 2024.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.