LHX β€” L3HARRIS TECHNOLOGIES IN

Ownership history in Brick & Kyle, Associates  Β·  23 quarters on record

This page tracks every 13F SEC filing in which Brick & Kyle, Associates reported a position in L3HARRIS TECHNOLOGIES IN (LHX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.83% (2025 Q3)
πŸ“Š Avg. % of fund
2.38%
πŸ“… First filed
2020 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
23

Position Intelligence

Brick & Kyle, Associates Γ— LHX AI Analytics

πŸ“‰ Brick & Kyle, Associates underperformed the S&P 500 by –3.1% annually on this LHX position. Timing score: 68% (15/22 decisions correct). Average cost basis: $165.95. Maximum drawdown during holding period: –27.6%.

πŸ“ˆ Position Alpha vs SPY
-3.1%
annualised excess return

⚠️ Trailed SPY by 3.1% ann. on this position.
22 quarters analyzed

⏱️ Timing Score
68%

βœ… Decent timing β€” more right than wrong on entries and exits.
15 of 22 add/trim decisions correct

πŸ’° Entry Quality
$165.95
+76.3% vs current ($292.55)

Best entry: $151.34 (2020 Q2)  Β·  Worst: $247.84 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–27.6%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
52%
buy-side decisions

12 adds Β· 11 trims. Bought during 4 of 7 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Brick & Kyle, Associates has been actively increasing its LHX allocation β€” a bullish signal from insiders.
Currently 2.61% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    LHX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 25,059 -74 -0.3% 2.61% $7.4M $292.55
2025 Q3 REDUCED 25,133 -46 -0.2% 2.83% $7.7M $303.09
2025 Q2 ADDED 25,179 +2,519 +11.1% 2.83% $6.4M $247.84
2025 Q1 ADDED 22,660 +234 +1.0% 2.19% $4.8M $205.78
2024 Q4 ADDED 22,426 +432 +2.0% 2.01% $4.7M $205.61
2024 Q3 REDUCED 21,994 -684 -3.0% 2.24% $5.2M $231.50
2024 Q2 REDUCED 22,678 -135 -0.6% 2.10% $5.1M $217.47
2024 Q1 ADDED 22,813 +1,623 +7.7% 2.07% $4.7M $205.30
2023 Q4 REDUCED 21,190 -198 -0.9% 2.22% $4.5M $201.82
2023 Q3 REDUCED 21,388 -161 -0.7% 1.98% $3.7M $165.83
13 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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