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Phillips Wealth Planners’s L3Harris LHX Stock Holding History

Phillips Wealth Planners’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
-1,022
Closed -$254K – 187
2024
Q3 		$254K Buy
1,022
+29
+3% +$6.7K 0.24% 150
2024
Q2 		$226K Buy
+993
New +$215K 0.24% 158

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

Phillips Wealth Planners's LHX Position: Q4 2024 in Review

Phillips Wealth Planners sold out of L3Harris (LHX) in Q4 2024, closing a stake of 1,022 shares — an estimated $254K sold.

Phillips Wealth Planners first reported a position in LHX in Q2 2024 and held it in 2 quarters. The position peaked at $254K in Q3 2024. 1,400 funds tracked by Wall St. Rank hold LHX as of Q4 2024.

  • Phillips Wealth Planners reported no remaining L3Harris position as of Q4 2024 after selling out during the quarter.
  • Phillips Wealth Planners sold 1,022 L3Harris shares in Q4 2024, an estimated $254K.
  • Phillips Wealth Planners first reported a position in L3Harris in Q2 2024 and held it in 2 quarters.
  • Phillips Wealth Planners's L3Harris position peaked at $254K in Q3 2024.
  • 1,400 funds tracked by Wall St. Rank held L3Harris as of Q4 2024.

Based on Phillips Wealth Planners's 13F filing for Q4 2024, filed 17 Jan 2025.