ZF
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Zhang Financial’s LCI Industries LCII Stock Holding History

Zhang Financial’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
-11,844
Closed -$1.44M – 379
2025
Q4 		$1.44M Hold
11,844
– – 0.05% 151
2025
Q3 		$1.1M Hold
11,844
– – 0.04% 166
2025
Q2 		$1.08M Hold
11,844
– – 0.05% 160
2025
Q1 		$1.04M Hold
11,844
– – 0.05% 156
2024
Q4 		$1.22M Hold
11,844
– – 0.07% 136
2024
Q3 		$1.43M Hold
11,844
– – 0.09% 118
2024
Q2 		$1.22M Hold
11,844
– – 0.09% 120
2024
Q1 		$1.46M Hold
11,844
– – 0.11% 108
2023
Q4 		$1.49M Hold
11,844
– – 0.13% 97
2023
Q3 		$1.39M Hold
11,844
– – 0.14% 90
2023
Q2 		$1.5M Hold
11,844
– – 0.15% 81
2023
Q1 		$1.3M Hold
11,844
– – 0.15% 86
2022
Q4 		$1.09M Hold
11,844
– – 0.14% 91
2022
Q3 		$1.2M Hold
11,844
– – 0.18% 67
2022
Q2 		$1.32M Buy
11,844
+1,416
+14% +$155K 0.21% 61
2022
Q1 		$1.08M Buy
10,428
+3,606
+53% +$451K 0.18% 74
2021
Q4 		$1.06M Hold
6,822
– – 0.19% 73
2021
Q3 		$918K Hold
6,822
– – 0.21% 60
2021
Q2 		$897K Hold
6,822
– – 0.22% 54
2021
Q1 		$902K Hold
6,822
– – 0.24% 48
2020
Q4 		$885K Sell
6,822
-6,500
-49% -$799K 0.27% 38
2020
Q3 		$1.42M Buy
13,322
+1,716
+15% +$200K 0.51% 28
2020
Q2 		$1.33M Hold
11,606
– – 0.51% 28
2020
Q1 		$776K Hold
11,606
– – 0.34% 34
2019
Q4 		$1.24M Buy
11,606
+563
+5% +$57K 0.47% 28
2019
Q3 		$1.01M Hold
11,043
– – 0.43% 30
2019
Q2 		$994K Hold
11,043
– – 0.42% 32
2019
Q1 		$848K Buy
11,043
+3,650
+49% +$289K 0.37% 34
2018
Q4 		$494K Buy
7,393
+703
+11% +$51.2K 0.24% 47
2018
Q3 		$551K Buy
6,690
+134
+2% +$12.5K 0.26% 43
2018
Q2 		$600K Buy
6,556
+3,000
+84% +$279K 0.31% 39
2018
Q1 		$352K Buy
+3,556
New +$408K 0.18% 54

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

Zhang Financial's LCII Position: Q1 2026 in Review

Zhang Financial sold out of LCI Industries (LCII) in Q1 2026, closing a stake of 11,844 shares — an estimated $1.44M sold.

Zhang Financial first reported a position in LCII in Q1 2018 and held it in 32 quarters. The position peaked at $1.5M in Q2 2023. 348 funds tracked by Wall St. Rank hold LCII as of Q1 2026.

  • Zhang Financial reported no remaining LCI Industries position as of Q1 2026 after selling out during the quarter.
  • Zhang Financial sold 11,844 LCI Industries shares in Q1 2026, an estimated $1.44M.
  • Zhang Financial first reported a position in LCI Industries in Q1 2018 and held it in 32 quarters.
  • Zhang Financial's LCI Industries position peaked at $1.5M in Q2 2023.
  • 348 funds tracked by Wall St. Rank held LCI Industries as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.