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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Bogart Wealth LLC opened a new position in LCI Industries (LCII) in Q1 2026: 1 share worth $123. The stake represents ﹤0.01% of the portfolio and ranks #1729 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in LCII as recently as Q1 2024.

Bogart Wealth LLC first reported a position in LCII in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.26K in Q2 2023. 348 funds tracked by Wall St. Rank hold LCII as of Q1 2026.

  • Bogart Wealth LLC held 1 share of LCI Industries worth $123 as of Q1 2026.
  • LCI Industries was a new Bogart Wealth LLC position in Q1 2026.
  • LCI Industries made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1729 holding.
  • Bogart Wealth LLC first reported a position in LCI Industries in Q1 2023 and has held it in 6 quarters since.
  • Bogart Wealth LLC's LCI Industries position peaked at $1.26K in Q2 2023.
  • 348 funds tracked by Wall St. Rank held LCI Industries as of Q1 2026.

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