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Bartlett & Co Wealth Management’s LSI Industries LYTS Stock Holding History

Bartlett & Co Wealth Management’s Portfolio LYTS Stock Details LYTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$318K Hold
11,981
– – ﹤0.01% 409
2026
Q1 		$279K Sell
11,981
-4,750
-28% -$98K ﹤0.01% 407
2025
Q4 		$307K Sell
16,731
-9,965
-37% -$203K ﹤0.01% 403
2025
Q3 		$630K Hold
26,696
– – 0.01% 306
2025
Q2 		$454K Sell
26,696
-400
-1% -$6.42K 0.01% 345
2025
Q1 		$461K Sell
27,096
-4,235
-14% -$81.3K 0.01% 343
2024
Q4 		$608K Sell
31,331
-6,483
-17% -$120K 0.01% 301
2024
Q3 		$611K Buy
+37,814
New +$579K 0.01% 310
2024
Q2 		– Sell
-22,256
Closed -$337K – 1159
2024
Q1 		$337K Hold
22,256
– – 0.01% 384
2023
Q4 		$317K Hold
22,256
– – 0.01% 406
2023
Q3 		$353K Hold
22,256
– – 0.01% 376
2023
Q2 		$280K Sell
22,256
-2,000
-8% -$25K ﹤0.01% 412
2023
Q1 		$338K Sell
24,256
-2,000
-8% -$27.6K 0.01% 327
2022
Q4 		$321K Hold
26,256
– – 0.01% 336
2022
Q3 		$202K Hold
26,256
– – ﹤0.01% 372
2022
Q2 		$162K Hold
26,256
– – ﹤0.01% 397
2022
Q1 		$158K Hold
26,256
– – ﹤0.01% 413
2021
Q4 		$180K Buy
+26,256
New +$198K ﹤0.01% 397

Other funds holding LYTS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bartlett & Co Wealth Management's LYTS Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its LSI Industries (LYTS) position steady in Q2 2026 at 11,981 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Bartlett & Co Wealth Management first reported a position in LYTS in Q4 2021 and has held it in 18 quarters since. The position peaked at $630K in Q3 2025. 174 funds tracked by Wall St. Rank hold LYTS as of Q2 2026.

  • Bartlett & Co Wealth Management held 11,981 shares of LSI Industries worth $318K as of Q2 2026.
  • Bartlett & Co Wealth Management left its LSI Industries share count unchanged in Q2 2026.
  • LSI Industries made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #409 holding.
  • Bartlett & Co Wealth Management first reported a position in LSI Industries in Q4 2021 and has held it in 18 quarters since.
  • Bartlett & Co Wealth Management's LSI Industries position peaked at $630K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held LSI Industries as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.