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Bogart Wealth LLC’s James Hardie Industries JHX Stock Holding History

Bogart Wealth LLC’s Portfolio JHX Stock Details JHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$758 Sell
40
-1
-2% -$22 ﹤0.01% 1504
2025
Q4 		$851 Hold
41
– – ﹤0.01% 1355
2025
Q3 		$788 Buy
+41
New +$982 ﹤0.01% 1322

Other funds holding JHX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Bogart Wealth LLC's JHX Position: Q1 2026 in Review

Bogart Wealth LLC reduced its James Hardie Industries (JHX) stake by 2.4% in Q1 2026, selling an estimated $22 and leaving 40 shares worth $758. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Bogart Wealth LLC first reported a position in JHX in Q3 2025 and has held it in 3 quarters since. The position peaked at $851 in Q4 2025. 297 funds tracked by Wall St. Rank hold JHX as of Q1 2026.

  • Bogart Wealth LLC held 40 shares of James Hardie Industries worth $758 as of Q1 2026.
  • Bogart Wealth LLC sold 1 James Hardie Industries share in Q1 2026, an estimated $22.
  • James Hardie Industries made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1504 holding.
  • Bogart Wealth LLC first reported a position in James Hardie Industries in Q3 2025 and has held it in 3 quarters since.
  • Bogart Wealth LLC's James Hardie Industries position peaked at $851 in Q4 2025.
  • 297 funds tracked by Wall St. Rank held James Hardie Industries as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.