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Bogart Wealth LLC’s LCI Industries LCII Stock Holding History

Bogart Wealth LLC’s Portfolio LCII Stock Details LCII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$106 Hold
1
– – ﹤0.01% 1937
2026
Q1 		$123 Buy
+1
New +$137 ﹤0.01% 1729
2024
Q2 		– Sell
-10
Closed -$1.23K – 1149
2024
Q1 		$1.23K Hold
10
– – ﹤0.01% 957
2023
Q4 		$1.26K Hold
10
– – ﹤0.01% 944
2023
Q3 		$1.17K Hold
10
– – ﹤0.01% 948
2023
Q2 		$1.26K Hold
10
– – ﹤0.01% 934
2023
Q1 		$1.1K Buy
+10
New +$1.09K ﹤0.01% 980

Other funds holding LCII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Bogart Wealth LLC held its LCI Industries (LCII) position steady in Q2 2026 at 1 share worth $106. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

Bogart Wealth LLC first reported a position in LCII in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.26K in Q2 2023. 359 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

  • Bogart Wealth LLC held 1 share of LCI Industries worth $106 as of Q2 2026.
  • Bogart Wealth LLC left its LCI Industries share count unchanged in Q2 2026.
  • LCI Industries made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1937 holding.
  • Bogart Wealth LLC first reported a position in LCI Industries in Q1 2023 and has held it in 7 quarters since.
  • Bogart Wealth LLC's LCI Industries position peaked at $1.26K in Q2 2023.
  • 359 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

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