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WMS Partners’s L3Harris LHX Stock Holding History

WMS Partners’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
-858
Closed -$204K – 307
2024
Q3 		$204K Buy
+858
New +$198K 0.01% 283
2023
Q1 		– Sell
-981
Closed -$204K – 287
2022
Q4 		$204K Hold
981
– – 0.02% 250
2022
Q3 		$204K Sell
981
-6
-0.6% -$1.38K 0.03% 230
2022
Q2 		$239K Sell
987
-35
-3% -$8.45K 0.04% 204
2022
Q1 		$254K Sell
1,022
-156
-13% -$36.3K 0.03% 214
2021
Q4 		$251K Buy
+1,178
New +$261K 0.05% 177
2019
Q4 		– Sell
-968
Closed -$202K – 228
2019
Q3 		$202K Buy
+968
New +$198K 0.05% 216

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

WMS Partners's LHX Position: Q4 2024 in Review

WMS Partners sold out of L3Harris (LHX) in Q4 2024, closing a stake of 858 shares — an estimated $204K sold.

WMS Partners first reported a position in LHX in Q3 2019 and held it in 7 quarters. The position peaked at $254K in Q1 2022. 1,400 funds tracked by Wall St. Rank hold LHX as of Q4 2024.

  • WMS Partners reported no remaining L3Harris position as of Q4 2024 after selling out during the quarter.
  • WMS Partners sold 858 L3Harris shares in Q4 2024, an estimated $204K.
  • WMS Partners first reported a position in L3Harris in Q3 2019 and held it in 7 quarters.
  • WMS Partners's L3Harris position peaked at $254K in Q1 2022.
  • 1,400 funds tracked by Wall St. Rank held L3Harris as of Q4 2024.

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