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Bogart Wealth LLC’s First Majestic Silver AG Stock Holding History

Bogart Wealth LLC’s Portfolio AG Stock Details AG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$178K Buy
10,507
+2,977
+40% +$59K 0.01% 306
2026
Q1 		$162K Buy
7,530
+4,030
+115% +$92.9K 0.01% 292
2025
Q4 		$58.3K Buy
3,500
+1,200
+52% +$16.7K ﹤0.01% 432
2025
Q3 		$28.3K Buy
+2,300
New +$21.3K ﹤0.01% 579

Other funds holding AG

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Bogart Wealth LLC's AG Position: Q2 2026 in Review

Bogart Wealth LLC increased its First Majestic Silver (AG) stake by 40% in Q2 2026, buying an estimated $59K and bringing the position to 10,507 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #306.

Bogart Wealth LLC first reported a position in AG in Q3 2025 and has held it in 4 quarters since. 348 funds tracked by Wall St. Rank hold AG as of Q2 2026.

  • Bogart Wealth LLC held 10,507 shares of First Majestic Silver worth $178K as of Q2 2026.
  • Bogart Wealth LLC bought 2,977 First Majestic Silver shares in Q2 2026, an estimated $59K.
  • First Majestic Silver made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #306 holding.
  • Bogart Wealth LLC first reported a position in First Majestic Silver in Q3 2025 and has held it in 4 quarters since.
  • 348 funds tracked by Wall St. Rank held First Majestic Silver as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.