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TrinityPoint Wealth’s L3Harris LHX Stock Holding History

TrinityPoint 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
Q4 		$666K Buy
3,168
+42
+1% +$10.1K 0.09% 199
2024
Q3 		$744K Buy
3,126
+181
+6% +$41.8K 0.11% 182
2024
Q2 		$661K Buy
2,945
+3
+0.1% +$648 0.1% 183
2024
Q1 		$627K Buy
2,942
+2
+0.1% +$420 0.1% 173
2023
Q4 		$619K Sell
2,940
-201
-6% -$37.7K 0.11% 171
2023
Q3 		$547K Buy
3,141
+173
+6% +$31.8K 0.11% 170
2023
Q2 		$581K Buy
2,968
+72
+2% +$13.8K 0.11% 165
2023
Q1 		$568K Sell
2,896
-41
-1% -$8.38K 0.12% 162
2022
Q4 		$612K Sell
2,937
-39
-1% -$8.79K 0.14% 148
2022
Q3 		$618K Buy
2,976
+199
+7% +$45.9K 0.14% 143
2022
Q2 		$671K Sell
2,777
-21
-0.8% -$5.07K 0.15% 133
2022
Q1 		$695K Buy
2,798
+50
+2% +$11.6K 0.13% 143
2021
Q4 		$586K Sell
2,748
-98
-3% -$21.7K 0.1% 162
2021
Q3 		$627K Buy
2,846
+229
+9% +$52.1K 0.12% 146
2021
Q2 		$566K Buy
2,617
+100
+4% +$21.5K 0.12% 153
2021
Q1 		$510K Hold
2,517
– – 0.12% 154
2020
Q4 		$453K Buy
2,517
+140
+6% +$25.6K 0.11% 156
2020
Q3 		$404K Sell
2,377
-39
-2% -$6.84K 0.11% 159
2020
Q2 		$410K Hold
2,416
– – 0.13% 146
2020
Q1 		$435K Sell
2,416
-4
-0.2% -$820 0.17% 126
2019
Q4 		$479K Sell
2,420
-295
-11% -$59.2K 0.16% 129
2019
Q3 		$529K Buy
2,715
+123
+5% +$25.2K 0.18% 125
2019
Q2 		$513K Buy
2,592
+951
+58% +$172K 0.25% 98
2019
Q1 		$262K Buy
+1,641
New +$253K 0.13% 143

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

TrinityPoint Wealth's LHX Position: Q4 2024 in Review

TrinityPoint Wealth increased its L3Harris (LHX) stake by 1.3% in Q4 2024, buying an estimated $10.1K and bringing the position to 3,168 shares worth $666K. The position accounts for 0.09% of the portfolio, ranked #199.

TrinityPoint Wealth first reported a position in LHX in Q1 2019 and has held it in 24 quarters since. The position peaked at $744K in Q3 2024. 1,400 funds tracked by Wall St. Rank hold LHX as of Q4 2024.

  • TrinityPoint Wealth held 3,168 shares of L3Harris worth $666K as of Q4 2024.
  • TrinityPoint Wealth bought 42 L3Harris shares in Q4 2024, an estimated $10.1K.
  • L3Harris made up 0.09% of TrinityPoint Wealth's portfolio in Q4 2024, its #199 holding.
  • TrinityPoint Wealth first reported a position in L3Harris in Q1 2019 and has held it in 24 quarters since.
  • TrinityPoint Wealth's L3Harris position peaked at $744K in Q3 2024.
  • 1,400 funds tracked by Wall St. Rank held L3Harris as of Q4 2024.

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