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Spartan Planning & Wealth Management’s L3Harris LHX Stock Holding History

Spartan Planning & 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
2023
Q4 		$56.9K Buy
270
+262
+3,275% +$49.2K 0.06% 133
2023
Q3 		$1.39K Buy
+8
New +$1.47K ﹤0.01% 115
2022
Q4 		$208 Buy
+1
New +$226 ﹤0.01% 150
2022
Q3 		– Sell
-27
Closed -$7K – 101
2022
Q2 		$7K Hold
27
– – 0.01% 73
2022
Q1 		$7K Buy
+27
New +$6.29K 0.01% 115

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Spartan Planning & Wealth Management's LHX Position: Q4 2023 in Review

Spartan Planning & Wealth Management increased its L3Harris (LHX) stake by 3,275% in Q4 2023, buying an estimated $49.2K and bringing the position to 270 shares worth $56.9K. The position accounts for 0.06% of the portfolio, ranked #133.

Spartan Planning & Wealth Management first reported a position in LHX in Q1 2022 and has held it in 5 quarters since. 1,257 funds tracked by Wall St. Rank hold LHX as of Q4 2023.

  • Spartan Planning & Wealth Management held 270 shares of L3Harris worth $56.9K as of Q4 2023.
  • Spartan Planning & Wealth Management bought 262 L3Harris shares in Q4 2023, an estimated $49.2K.
  • L3Harris made up 0.06% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #133 holding.
  • Spartan Planning & Wealth Management first reported a position in L3Harris in Q1 2022 and has held it in 5 quarters since.
  • 1,257 funds tracked by Wall St. Rank held L3Harris as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.