Morgan Stanley
LCII icon

Morgan Stanley’s LCI Industries LCII Stock Holding History

Morgan Stanley’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 		$64.5M Buy
524,203
+19,438
+4% +$2.66M ﹤0.01% 1847
2025
Q4 		$61.2M Buy
504,765
+49,512
+11% +$5.27M ﹤0.01% 1895
2025
Q3 		$42.4M Buy
455,253
+17,726
+4% +$1.77M ﹤0.01% 2156
2025
Q2 		$39.9M Buy
437,527
+46,440
+12% +$3.96M ﹤0.01% 2132
2025
Q1 		$34.2M Buy
391,087
+7,197
+2% +$723K ﹤0.01% 2171
2024
Q4 		$39.7M Sell
383,890
-4,300
-1% -$496K ﹤0.01% 2055
2024
Q3 		$46.8M Buy
388,190
+55,161
+17% +$6.23M ﹤0.01% 1892
2024
Q2 		$34.4M Buy
333,029
+112,395
+51% +$12.1M ﹤0.01% 2112
2024
Q1 		$27.2M Sell
220,634
-251,080
-53% -$29.5M ﹤0.01% 2359
2023
Q4 		$59.3M Buy
471,714
+271,184
+135% +$31.2M ﹤0.01% 2260
2023
Q3 		$23.5M Sell
200,530
-12,803
-6% -$1.6M ﹤0.01% 2280
2023
Q2 		$27M Buy
213,333
+37,074
+21% +$4.25M ﹤0.01% 2150
2023
Q1 		$19.4M Sell
176,259
-75,604
-30% -$8.27M ﹤0.01% 2466
2022
Q4 		$23.3M Buy
251,863
+38,051
+18% +$3.74M ﹤0.01% 2192
2022
Q3 		$21.7M Sell
213,812
-112,199
-34% -$13.6M ﹤0.01% 2101
2022
Q2 		$36.5M Buy
326,011
+193,432
+146% +$21.1M ﹤0.01% 1650
2022
Q1 		$13.8M Buy
132,579
+15,213
+13% +$1.9M ﹤0.01% 2528
2021
Q4 		$18.3M Buy
117,366
+10,522
+10% +$1.57M ﹤0.01% 2260
2021
Q3 		$14.4M Sell
106,844
-9,201
-8% -$1.27M ﹤0.01% 2466
2021
Q2 		$15.3M Sell
116,045
-10,127
-8% -$1.42M ﹤0.01% 2482
2021
Q1 		$16.7M Sell
126,172
-196,250
-61% -$27.4M ﹤0.01% 2102
2020
Q4 		$41.8M Buy
322,422
+252,460
+361% +$31M 0.01% 1217
2020
Q3 		$7.44M Sell
69,962
-8,981
-11% -$1.05M ﹤0.01% 2316
2020
Q2 		$9.08M Sell
78,943
-5,957
-7% -$549K ﹤0.01% 2063
2020
Q1 		$5.67M Sell
84,900
-53,220
-39% -$5.19M ﹤0.01% 2337
2019
Q4 		$14.8M Buy
138,120
+30,817
+29% +$3.12M ﹤0.01% 1962
2019
Q3 		$9.86M Sell
107,303
-24,955
-19% -$2.22M ﹤0.01% 2146
2019
Q2 		$11.9M Buy
132,258
+96,017
+265% +$8.48M ﹤0.01% 1969
2019
Q1 		$2.78M Sell
36,241
-31,685
-47% -$2.51M ﹤0.01% 3298
2018
Q4 		$4.54M Sell
67,926
-6,695
-9% -$488K ﹤0.01% 3017
2018
Q3 		$6.18M Sell
74,621
-109,594
-59% -$10.2M ﹤0.01% 2956
2018
Q2 		$16.6M Buy
184,215
+106,205
+136% +$9.86M ﹤0.01% 1823
2018
Q1 		$8.13M Buy
78,010
+9,323
+14% +$1.07M ﹤0.01% 2544
2017
Q4 		$8.93M Buy
68,687
+19,180
+39% +$2.36M ﹤0.01% 2515
2017
Q3 		$5.74M Buy
49,507
+6,166
+14% +$629K ﹤0.01% 2822
2017
Q2 		$4.44M Sell
43,341
-42,224
-49% -$4.05M ﹤0.01% 2977
2017
Q1 		$8.54M Sell
85,565
-8,538
-9% -$919K ﹤0.01% 2364
2016
Q4 		$10.1M Sell
94,103
-88,626
-49% -$8.81M ﹤0.01% 2236
2016
Q3 		$17.9M Buy
182,729
+31,440
+21% +$2.99M 0.01% 1545
2016
Q2 		$12.8M Buy
151,289
+14,061
+10% +$1.01M ﹤0.01% 1777
2016
Q1 		$8.85M Buy
137,228
+115,504
+532% +$6.79M ﹤0.01% 1959
2015
Q4 		$1.32M Buy
21,724
+16,059
+283% +$953K ﹤0.01% 3839
2015
Q3 		$309K Sell
5,665
-22,430
-80% -$1.27M ﹤0.01% 4872
2015
Q2 		$1.63M Sell
28,095
-29,678
-51% -$1.77M ﹤0.01% 3804
2015
Q1 		$3.56M Buy
57,773
+43,277
+299% +$2.38M ﹤0.01% 3069
2014
Q4 		$740K Sell
14,496
-23,265
-62% -$1.09M ﹤0.01% 4376
2014
Q3 		$1.59M Sell
37,761
-64,788
-63% -$2.94M ﹤0.01% 3622
2014
Q2 		$5.13M Buy
102,549
+42,200
+70% +$2.11M ﹤0.01% 2648
2014
Q1 		$3.27M Sell
60,349
-24,429
-29% -$1.23M ﹤0.01% 2996
2013
Q4 		$4.34M Buy
84,778
+67,406
+388% +$3.43M ﹤0.01% 2703
2013
Q3 		$791K Buy
+17,372
New +$735K ﹤0.01% 3990

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

Morgan Stanley's LCII Position: Q1 2026 in Review

Morgan Stanley increased its LCI Industries (LCII) stake by 3.9% in Q1 2026, buying an estimated $2.66M and bringing the position to 524,203 shares worth $64.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

Morgan Stanley first reported a position in LCII in Q3 2013 and has held it in 51 quarters since. 348 funds tracked by Wall St. Rank hold LCII as of Q1 2026.

  • Morgan Stanley held 524,203 shares of LCI Industries worth $64.5M as of Q1 2026.
  • Morgan Stanley bought 19,438 LCI Industries shares in Q1 2026, an estimated $2.66M.
  • LCI Industries made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #1847 holding.
  • Morgan Stanley first reported a position in LCI Industries in Q3 2013 and has held it in 51 quarters since.
  • 348 funds tracked by Wall St. Rank held LCI Industries as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.