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Bogart Wealth LLC’s Lyft LYFT Stock Holding History

Bogart Wealth LLC’s Portfolio LYFT Stock Details LYFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.97K Hold
272
– – ﹤0.01% 1272
2026
Q1 		$3.62K Buy
272
+111
+69% +$1.72K ﹤0.01% 1143
2025
Q4 		$3.12K Sell
161
-3,000
-95% -$62.4K ﹤0.01% 1096
2025
Q3 		$69.6K Buy
3,161
+1,000
+46% +$16.7K ﹤0.01% 391
2025
Q2 		$34.1K Buy
2,161
+2,000
+1,242% +$28K ﹤0.01% 522
2025
Q1 		$1.91K Buy
161
+53
+49% +$690 ﹤0.01% 1077
2024
Q4 		$1.39K Hold
108
– – ﹤0.01% 1169
2024
Q3 		$1.38K Sell
108
-16
-13% -$191 ﹤0.01% 1004
2024
Q2 		$1.75K Sell
124
-100
-45% -$1.62K ﹤0.01% 949
2024
Q1 		$4.33K Hold
224
– – ﹤0.01% 792
2023
Q4 		$3.36K Hold
224
– – ﹤0.01% 823
2023
Q3 		$2.36K Hold
224
– – ﹤0.01% 858
2023
Q2 		$2.15K Hold
224
– – ﹤0.01% 871
2023
Q1 		$2.08K Sell
224
-97
-30% -$1.17K ﹤0.01% 903
2022
Q4 		$3.54K Hold
321
– – ﹤0.01% 725
2022
Q3 		$4K Sell
321
-224
-41% -$3.45K ﹤0.01% 729
2022
Q2 		$7K Buy
545
+224
+70% +$5.22K ﹤0.01% 594
2022
Q1 		$12K Hold
321
– – ﹤0.01% 471
2021
Q4 		$14K Hold
321
– – ﹤0.01% 436
2021
Q3 		$17K Buy
321
+100
+45% +$5.3K ﹤0.01% 382
2021
Q2 		$13K Hold
221
– – ﹤0.01% 408
2021
Q1 		$14K Buy
221
+33
+18% +$1.84K ﹤0.01% 370
2020
Q4 		$9K Hold
188
– – ﹤0.01% 336
2020
Q3 		$5K Hold
188
– – ﹤0.01% 362
2020
Q2 		$6K Sell
188
-16
-8% -$506 ﹤0.01% 334
2020
Q1 		$5K Hold
204
– – ﹤0.01% 329
2019
Q4 		$9K Buy
+204
New +$8.94K ﹤0.01% 296

Other funds holding LYFT

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Bogart Wealth LLC held its Lyft (LYFT) position steady in Q2 2026 at 272 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Bogart Wealth LLC first reported a position in LYFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $69.6K in Q3 2025. 524 funds tracked by Wall St. Rank hold LYFT as of Q2 2026.

  • Bogart Wealth LLC held 272 shares of Lyft worth $3.97K as of Q2 2026.
  • Bogart Wealth LLC left its Lyft share count unchanged in Q2 2026.
  • Lyft made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1272 holding.
  • Bogart Wealth LLC first reported a position in Lyft in Q4 2019 and has held it in 27 quarters since.
  • Bogart Wealth LLC's Lyft position peaked at $69.6K in Q3 2025.
  • 524 funds tracked by Wall St. Rank held Lyft as of Q2 2026.

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