BWL
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Bogart Wealth LLC’s Jones Lang LaSalle JLL Stock Holding History

Bogart Wealth LLC’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$310 Sell
1
-2
-67% -$622 ﹤0.01% 1869
2026
Q1 		$913 Buy
3
+1
+50% +$323 ﹤0.01% 1470
2025
Q4 		$673 Buy
+2
New +$627 ﹤0.01% 1395

Other funds holding JLL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Bogart Wealth LLC reduced its Jones Lang LaSalle (JLL) stake by 67% in Q2 2026, selling an estimated $622 and leaving 1 share worth $310. The position accounts for ﹤0.01% of the portfolio, ranked #1869.

Bogart Wealth LLC first reported a position in JLL in Q4 2025 and has held it in 3 quarters since. The position peaked at $913 in Q1 2026. 665 funds tracked by Wall St. Rank hold JLL as of Q2 2026.

  • Bogart Wealth LLC held 1 share of Jones Lang LaSalle worth $310 as of Q2 2026.
  • Bogart Wealth LLC sold 2 Jones Lang LaSalle shares in Q2 2026, an estimated $622.
  • Jones Lang LaSalle made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1869 holding.
  • Bogart Wealth LLC first reported a position in Jones Lang LaSalle in Q4 2025 and has held it in 3 quarters since.
  • Bogart Wealth LLC's Jones Lang LaSalle position peaked at $913 in Q1 2026.
  • 665 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2026.

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