Geode Capital Management
LCII icon

Geode Capital Management’s LCI Industries LCII Stock Holding History

Geode Capital Management’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 		$71.8M Buy
583,907
+15,013
+3% +$2.05M ﹤0.01% 1287
2025
Q4 		$69M Sell
568,894
-13,909
-2% -$1.48M ﹤0.01% 1303
2025
Q3 		$54.3M Sell
582,803
-6,800
-1% -$679K ﹤0.01% 1418
2025
Q2 		$53.8M Buy
589,603
+8,942
+2% +$763K ﹤0.01% 1383
2025
Q1 		$50.8M Buy
580,661
+16,857
+3% +$1.69M ﹤0.01% 1362
2024
Q4 		$58.3M Sell
563,804
-957
-0.2% -$110K ﹤0.01% 1337
2024
Q3 		$68.1M Buy
564,761
+1,688
+0.3% +$191K 0.01% 1240
2024
Q2 		$58.2M Buy
563,073
+14,350
+3% +$1.55M 0.01% 1257
2024
Q1 		$67.5M Buy
548,723
+17,923
+3% +$2.11M 0.01% 1162
2023
Q4 		$66.7M Buy
530,800
+25,670
+5% +$2.95M 0.01% 1143
2023
Q3 		$59.3M Buy
505,130
+16,726
+3% +$2.1M 0.01% 1120
2023
Q2 		$61.7M Buy
488,404
+19,576
+4% +$2.24M 0.01% 1092
2023
Q1 		$51.5M Buy
468,828
+21,237
+5% +$2.32M 0.01% 1161
2022
Q4 		$41.4M Buy
447,591
+16,285
+4% +$1.6M 0.01% 1281
2022
Q3 		$43.8M Buy
431,306
+7,719
+2% +$938K 0.01% 1163
2022
Q2 		$47.4M Sell
423,587
-735
-0.2% -$80.3K 0.01% 1172
2022
Q1 		$44M Buy
424,322
+12,301
+3% +$1.54M 0.01% 1337
2021
Q4 		$64.2M Buy
412,021
+13,098
+3% +$1.95M 0.01% 1113
2021
Q3 		$53.7M Sell
398,923
-9,253
-2% -$1.28M 0.01% 1213
2021
Q2 		$53.6M Buy
408,176
+13,595
+3% +$1.91M 0.01% 1246
2021
Q1 		$52.2M Buy
394,581
+29,735
+8% +$4.16M 0.01% 1191
2020
Q4 		$47.3M Buy
364,846
+22,813
+7% +$2.8M 0.01% 1135
2020
Q3 		$36.4M Sell
342,033
-12,837
-4% -$1.49M 0.01% 1099
2020
Q2 		$40.8M Buy
354,870
+11,982
+3% +$1.1M 0.01% 1002
2020
Q1 		$22.9M Buy
342,888
+18,897
+6% +$1.84M 0.01% 1208
2019
Q4 		$34.7M Buy
323,991
+10,898
+3% +$1.1M 0.01% 1183
2019
Q3 		$28.8M Buy
313,093
+6,198
+2% +$551K 0.01% 1236
2019
Q2 		$27.6M Buy
306,895
+23,645
+8% +$2.09M 0.01% 1254
2019
Q1 		$21.8M Buy
283,250
+18,631
+7% +$1.47M 0.01% 1358
2018
Q4 		$17.7M Buy
264,619
+21,484
+9% +$1.57M 0.01% 1372
2018
Q3 		$20.1M Buy
243,135
+13,090
+6% +$1.22M 0.01% 1413
2018
Q2 		$20.7M Buy
230,045
+18,274
+9% +$1.7M 0.01% 1326
2018
Q1 		$22.1M Buy
211,771
+8,463
+4% +$972K 0.01% 1196
2017
Q4 		$26.4M Buy
203,308
+862
+0.4% +$106K 0.01% 1074
2017
Q3 		$23.5M Sell
202,446
-9,876
-5% -$1.01M 0.01% 1121
2017
Q2 		$21.7M Sell
212,322
-6,885
-3% -$661K 0.01% 1113
2017
Q1 		$21.9M Buy
219,207
+19,226
+10% +$2.07M 0.01% 1074
2016
Q4 		$21.5M Buy
199,981
+17,794
+10% +$1.77M 0.01% 1031
2016
Q3 		$17.9M Buy
182,187
+7,617
+4% +$724K 0.01% 1074
2016
Q2 		$14.8M Buy
174,570
+12,601
+8% +$907K 0.01% 1147
2016
Q1 		$10.4K Buy
161,969
+13,780
+9% +$810K 0.01% 1368
2015
Q4 		$9.02M Buy
148,189
+797
+0.5% +$47.3K 0.01% 1446
2015
Q3 		$8.05M Sell
147,392
-11,366
-7% -$641K ﹤0.01% 1489
2015
Q2 		$9.21M Buy
158,758
+6,997
+5% +$417K 0.01% 1468
2015
Q1 		$9.34M Buy
151,761
+10,313
+7% +$567K 0.01% 1438
2014
Q4 		$7.22M Sell
141,448
-3,753
-3% -$175K ﹤0.01% 1585
2014
Q3 		$6.13M Buy
145,201
+2,436
+2% +$110K ﹤0.01% 1630
2014
Q2 		$7.14M Buy
142,765
+13,149
+10% +$656K ﹤0.01% 1558
2014
Q1 		$7.03M Buy
129,616
+8,075
+7% +$406K ﹤0.01% 1510
2013
Q4 		$6.22M Buy
121,541
+15,326
+14% +$780K ﹤0.01% 1530
2013
Q3 		$4.84M Buy
106,215
+11,069
+12% +$468K ﹤0.01% 1584
2013
Q2 		$3.74M Buy
+95,146
New +$3.53M ﹤0.01% 1626

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

Geode Capital Management's LCII Position: Q1 2026 in Review

Geode Capital Management increased its LCI Industries (LCII) stake by 2.6% in Q1 2026, buying an estimated $2.05M and bringing the position to 583,907 shares worth $71.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Geode Capital Management first reported a position in LCII in Q2 2013 and has held it in 52 quarters since. 348 funds tracked by Wall St. Rank hold LCII as of Q1 2026.

  • Geode Capital Management held 583,907 shares of LCI Industries worth $71.8M as of Q1 2026.
  • Geode Capital Management bought 15,013 LCI Industries shares in Q1 2026, an estimated $2.05M.
  • LCI Industries made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #1287 holding.
  • Geode Capital Management first reported a position in LCI Industries in Q2 2013 and has held it in 52 quarters since.
  • 348 funds tracked by Wall St. Rank held LCI Industries as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.