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Transform Wealth’s L3Harris LHX Stock Holding History

Transform Wealth’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
Q1 		– Sell
-2,126
Closed -$448K – 236
2023
Q4 		$448K Sell
2,126
-47
-2% -$8.82K 0.04% 179
2023
Q3 		$378K Buy
2,173
+173
+9% +$31.8K 0.04% 187
2023
Q2 		$392K Buy
2,000
+11
+0.6% +$2.1K 0.04% 197
2023
Q1 		$390K Sell
1,989
-20
-1% -$4.09K 0.04% 191
2022
Q4 		$418K Sell
2,009
-311
-13% -$70.1K 0.05% 155
2022
Q3 		$482K Sell
2,320
-290
-11% -$66.9K 0.06% 125
2022
Q2 		$631K Sell
2,610
-89
-3% -$21.5K 0.09% 109
2022
Q1 		$671K Sell
2,699
-408
-13% -$95K 0.08% 137
2021
Q4 		$662K Sell
3,107
-397
-11% -$88K 0.07% 141
2021
Q3 		$772K Sell
3,504
-258
-7% -$58.7K 0.09% 134
2021
Q2 		$813K Sell
3,762
-120
-3% -$25.8K 0.1% 135
2021
Q1 		$787K Sell
3,882
-12
-0.3% -$2.25K 0.16% 113
2020
Q4 		$736K Buy
3,894
+160
+4% +$29.3K 0.15% 120
2020
Q3 		$634K Buy
3,734
+81
+2% +$14.2K 0.1% 130
2020
Q2 		$620K Buy
3,653
+306
+9% +$57.5K 0.11% 132
2020
Q1 		$603K Buy
3,347
+227
+7% +$46.5K 0.13% 131
2019
Q4 		$617K Buy
3,120
+191
+7% +$38.3K 0.1% 146
2019
Q3 		$611K Sell
2,929
-3,046
-51% -$624K 0.11% 137
2019
Q2 		$1.13M Buy
+5,975
New +$1.08M 0.17% 127

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Transform Wealth's LHX Position: Q1 2024 in Review

Transform Wealth sold out of L3Harris (LHX) in Q1 2024, closing a stake of 2,126 shares — an estimated $448K sold.

Transform Wealth first reported a position in LHX in Q2 2019 and held it in 19 quarters. The position peaked at $1.13M in Q2 2019. 1,282 funds tracked by Wall St. Rank hold LHX as of Q1 2024.

  • Transform Wealth reported no remaining L3Harris position as of Q1 2024 after selling out during the quarter.
  • Transform Wealth sold 2,126 L3Harris shares in Q1 2024, an estimated $448K.
  • Transform Wealth first reported a position in L3Harris in Q2 2019 and held it in 19 quarters.
  • Transform Wealth's L3Harris position peaked at $1.13M in Q2 2019.
  • 1,282 funds tracked by Wall St. Rank held L3Harris as of Q1 2024.

Based on Transform Wealth's 13F filing for Q1 2024, filed 16 Apr 2024.