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Bogart Wealth LLC’s Southern Copper SCCO Stock Holding History

Bogart Wealth LLC’s Portfolio SCCO Stock Details SCCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$131K Buy
759
+611
+413% +$110K ﹤0.01% 343
2026
Q1 		$25K Buy
148
+12
+9% +$2.17K ﹤0.01% 660
2025
Q4 		$19K Buy
136
+8
+6% +$1.05K ﹤0.01% 699
2025
Q3 		$14.9K Sell
128
-98
-43% -$9.51K ﹤0.01% 741
2025
Q2 		$21.8K Sell
226
-337
-60% -$29.3K ﹤0.01% 611
2025
Q1 		$49.6K Buy
563
+26
+5% +$2.31K ﹤0.01% 419
2024
Q4 		$45.8K Sell
537
-8
-1% -$790 ﹤0.01% 424
2024
Q3 		$58.6K Sell
545
-1
-0.2% -$97 ﹤0.01% 382
2024
Q2 		$54.4K Hold
546
– – ﹤0.01% 394
2024
Q1 		$53.3K Hold
546
– – ﹤0.01% 369
2023
Q4 		$43K Hold
546
– – ﹤0.01% 398
2023
Q3 		$37.6K Hold
546
– – ﹤0.01% 388
2023
Q2 		$35.9K Hold
546
– – ﹤0.01% 382
2023
Q1 		$38.1K Buy
546
+109
+25% +$7.32K ﹤0.01% 359
2022
Q4 		$24.2K Hold
437
– – ﹤0.01% 404
2022
Q3 		$18K Buy
437
+55
+14% +$2.4K ﹤0.01% 452
2022
Q2 		$17K Hold
382
– – ﹤0.01% 443
2022
Q1 		$27K Hold
382
– – ﹤0.01% 344
2021
Q4 		$22K Buy
382
+16
+4% +$882 ﹤0.01% 364
2021
Q3 		$19K Buy
366
+11
+3% +$629 ﹤0.01% 369
2021
Q2 		$21K Buy
355
+28
+9% +$1.8K ﹤0.01% 343
2021
Q1 		$20K Hold
327
– – ﹤0.01% 327
2020
Q4 		$19K Hold
327
– – ﹤0.01% 272
2020
Q3 		$13K Hold
327
– – ﹤0.01% 282
2020
Q2 		$12K Sell
327
-110
-25% -$3.44K ﹤0.01% 275
2020
Q1 		$11K Buy
+437
New +$14.5K ﹤0.01% 259

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bogart Wealth LLC increased its Southern Copper (SCCO) stake by 413% in Q2 2026, buying an estimated $110K and bringing the position to 759 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Bogart Wealth LLC first reported a position in SCCO in Q1 2020 and has held it in 26 quarters since. 864 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Bogart Wealth LLC held 759 shares of Southern Copper worth $131K as of Q2 2026.
  • Bogart Wealth LLC bought 611 Southern Copper shares in Q2 2026, an estimated $110K.
  • Southern Copper made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #343 holding.
  • Bogart Wealth LLC first reported a position in Southern Copper in Q1 2020 and has held it in 26 quarters since.
  • 864 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

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