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Waldron Private Wealth’s L3Harris LHX Stock Holding History

Waldron Private 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 		– Sell
-931
Closed -$221K – 432
2024
Q3 		$221K Sell
931
-72
-7% -$16.6K 0.01% 382
2024
Q2 		$225K Buy
+1,003
New +$217K 0.01% 376
2023
Q3 		– Sell
-1,036
Closed -$203K – 394
2023
Q2 		$203K Buy
1,036
+7
+0.7% +$1.34K 0.01% 357
2023
Q1 		$202K Buy
+1,029
New +$210K 0.01% 395
2022
Q3 		– Sell
-1,172
Closed -$283K – 386
2022
Q2 		$283K Sell
1,172
-36
-3% -$8.69K 0.02% 307
2022
Q1 		$300K Buy
+1,208
New +$281K 0.02% 313

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

Waldron Private Wealth's LHX Position: Q4 2024 in Review

Waldron Private Wealth sold out of L3Harris (LHX) in Q4 2024, closing a stake of 931 shares — an estimated $221K sold.

Waldron Private Wealth first reported a position in LHX in Q1 2022 and held it in 6 quarters. The position peaked at $300K in Q1 2022. 1,400 funds tracked by Wall St. Rank hold LHX as of Q4 2024.

  • Waldron Private Wealth reported no remaining L3Harris position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 931 L3Harris shares in Q4 2024, an estimated $221K.
  • Waldron Private Wealth first reported a position in L3Harris in Q1 2022 and held it in 6 quarters.
  • Waldron Private Wealth's L3Harris position peaked at $300K in Q1 2022.
  • 1,400 funds tracked by Wall St. Rank held L3Harris as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.