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CBIZ Investment Advisory Services’s LCI Industries LCII Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-51
Closed -$6.19K – 602
2025
Q4 		$6.19K Buy
+51
New +$5.42K ﹤0.01% 466

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

CBIZ Investment Advisory Services's LCII Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of LCI Industries (LCII) in Q1 2026, closing a stake of 51 shares — an estimated $6.19K sold.

CBIZ Investment Advisory Services first reported a position in LCII in Q4 2025 and held it in 1 quarter. The position peaked at $6.19K in Q4 2025. 348 funds tracked by Wall St. Rank hold LCII as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining LCI Industries position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 51 LCI Industries shares in Q1 2026, an estimated $6.19K.
  • CBIZ Investment Advisory Services first reported a position in LCI Industries in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's LCI Industries position peaked at $6.19K in Q4 2025.
  • 348 funds tracked by Wall St. Rank held LCI Industries as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.