Axim Planning & Wealth’s LCNB Corp LCNB Stock Holding History

Axim Planning & Wealth’s Portfolio LCNB Stock Details LCNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$179K	Hold	11,500	–	–	0.22%	82
2025 Q4	$188K	Hold	11,500	–	–	0.2%	73
2025 Q3	$172K	Hold	11,500	–	–	0.14%	78
2025 Q2	$167K	Hold	11,500	–	–	0.15%	69
2025 Q1	$170K	Hold	11,500	–	–	0.15%	42
2024 Q4	$174K	Hold	11,500	–	–	0.19%	38
2024 Q3	$173K	Hold	11,500	–	–	0.2%	32
2024 Q2	$160K	Hold	11,500	–	–	0.19%	26
2024 Q1	$183K	Hold	11,500	–	–	0.15%	23
2023 Q4	$181K	Hold	11,500	–	–	0.17%	28
2023 Q3	$164K	Hold	11,500	–	–	0.15%	26
2023 Q2	$170K	Hold	11,500	–	–	0.15%	24
2023 Q1	$188K	Hold	11,500	–	–	0.19%	23
2022 Q4	$207K	Hold	11,500	–	–	0.21%	26
2022 Q3	$182K	Hold	11,500	–	–	0.18%	20
2022 Q2	$172K	Buy	+11,500	New	+$186K	0.13%	18

Other funds holding LCNB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LCNB Corp Lebanon, Ohio $297M AUM 22.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Axim Planning & Wealth's LCNB Position: Q1 2026 in Review

Axim Planning & Wealth held its LCNB Corp (LCNB) position steady in Q1 2026 at 11,500 shares worth $179K. The position accounts for 0.22% of the portfolio, ranked #82.

Axim Planning & Wealth first reported a position in LCNB in Q2 2022 and has held it in 16 quarters since. The position peaked at $207K in Q4 2022. 109 funds tracked by Wall St. Rank hold LCNB as of Q1 2026.

Axim Planning & Wealth held 11,500 shares of LCNB Corp worth $179K as of Q1 2026.
Axim Planning & Wealth left its LCNB Corp share count unchanged in Q1 2026.
LCNB Corp made up 0.22% of Axim Planning & Wealth's portfolio in Q1 2026, its #82 holding.
Axim Planning & Wealth first reported a position in LCNB Corp in Q2 2022 and has held it in 16 quarters since.
Axim Planning & Wealth's LCNB Corp position peaked at $207K in Q4 2022.
109 funds tracked by Wall St. Rank held LCNB Corp as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.