BWL
AL

Bogart Wealth LLC’s Air Lease Corp AL Stock Holding History

Bogart Wealth LLC’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-279
Closed -$18.1K – 2013
2026
Q1 		$18.1K Buy
279
+39
+16% +$2.52K ﹤0.01% 752
2025
Q4 		$15.4K Buy
240
+8
+3% +$511 ﹤0.01% 745
2025
Q3 		$14.8K Hold
232
– – ﹤0.01% 745
2025
Q2 		$13.6K Buy
232
+1
+0.4% +$52 ﹤0.01% 720
2025
Q1 		$11.2K Hold
231
– – ﹤0.01% 724
2024
Q4 		$11.1K Hold
231
– – ﹤0.01% 708
2024
Q3 		$10.5K Hold
231
– – ﹤0.01% 691
2024
Q2 		$11K Buy
231
+1
+0.4% +$49 ﹤0.01% 644
2024
Q1 		$11.8K Hold
230
– – ﹤0.01% 612
2023
Q4 		$9.65K Hold
230
– – ﹤0.01% 633
2023
Q3 		$9.05K Hold
230
– – ﹤0.01% 611
2023
Q2 		$9.61K Buy
230
+1
+0.4% +$40 ﹤0.01% 586
2023
Q1 		$9.03K Hold
229
– – ﹤0.01% 610
2022
Q4 		$8.8K Hold
229
– – ﹤0.01% 579
2022
Q3 		$7K Buy
229
+1
+0.4% +$36 ﹤0.01% 616
2022
Q2 		$8K Hold
228
– – ﹤0.01% 566
2022
Q1 		$10K Hold
228
– – ﹤0.01% 490
2021
Q4 		$10K Hold
228
– – ﹤0.01% 473
2021
Q3 		$9K Buy
228
+1
+0.4% +$41 ﹤0.01% 468
2021
Q2 		$9K Hold
227
– – ﹤0.01% 454
2021
Q1 		$11K Hold
227
– – ﹤0.01% 394
2020
Q4 		$10K Buy
227
+1
+0.4% +$36 ﹤0.01% 312
2020
Q3 		$6K Sell
226
-1
-0.4% -$29 ﹤0.01% 347
2020
Q2 		$7K Buy
227
+1
+0.4% +$27 ﹤0.01% 318
2020
Q1 		$5K Hold
226
– – ﹤0.01% 324
2019
Q4 		$11K Hold
226
– – ﹤0.01% 270
2019
Q3 		$9K Buy
226
+51
+29% +$2.1K ﹤0.01% 268
2019
Q2 		$7K Hold
175
– – ﹤0.01% 262
2019
Q1 		$6K Hold
175
– – ﹤0.01% 267
2018
Q4 		$5K Hold
175
– – ﹤0.01% 274
2018
Q3 		$8K Hold
175
– – ﹤0.01% 238
2018
Q2 		$7K Hold
175
– – ﹤0.01% 256
2018
Q1 		$8K Hold
175
– – ﹤0.01% 244
2017
Q4 		$8K Hold
175
– – 0.01% 243
2017
Q3 		$8K Buy
+175
New +$6.98K 0.01% 239

Other funds holding AL

WG
Wellington Group Indianapolis, Indiana $325M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CIAS
CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 16.93% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Bogart Wealth LLC sold out of Air Lease Corp (AL) in Q2 2026, closing a stake of 279 shares — an estimated $18.1K sold.

Bogart Wealth LLC first reported a position in AL in Q3 2017 and held it in 35 quarters. The position peaked at $18.1K in Q1 2026. 4 funds tracked by Wall St. Rank hold AL as of Q2 2026.

  • Bogart Wealth LLC reported no remaining Air Lease Corp position as of Q2 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 279 Air Lease Corp shares in Q2 2026, an estimated $18.1K.
  • Bogart Wealth LLC first reported a position in Air Lease Corp in Q3 2017 and held it in 35 quarters.
  • Bogart Wealth LLC's Air Lease Corp position peaked at $18.1K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Air Lease Corp as of Q2 2026.

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