AWM
LOMA

Activest Wealth Management’s Loma Negra LOMA Stock Holding History

Activest Wealth Management’s Portfolio LOMA Stock Details LOMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$661K Sell
57,688
-31,872
-36% -$363K 0.13% 60
2026
Q1 		$993K Sell
89,560
-47,117
-34% -$526K 0.17% 52
2025
Q4 		$1.77M Sell
136,677
-12,295
-8% -$131K 0.33% 32
2025
Q3 		$1.1M Sell
148,972
-9,890
-6% -$98.4K 0.22% 49
2025
Q2 		$1.74M Sell
158,862
-10,676
-6% -$124K 0.42% 28
2025
Q1 		$1.86M Buy
169,538
+1,563
+0.9% +$17.9K 0.5% 29
2024
Q4 		$2.01M Buy
167,975
+166,017
+8,479% +$1.72M 0.56% 25
2024
Q3 		$15.8K Hold
1,958
– – ﹤0.01% 272
2024
Q2 		$13.2K Hold
1,958
– – ﹤0.01% 280
2024
Q1 		$13.1K Hold
1,958
– – 0.01% 200
2023
Q4 		$13.9K Hold
1,958
– – 0.01% 173
2023
Q3 		$11.8K Buy
1,958
+106
+6% +$682 0.01% 161
2023
Q2 		$12.6K Buy
1,852
+98
+6% +$638 0.01% 153
2023
Q1 		$12.7K Buy
+1,754
New +$12.2K 0.01% 150

Other funds holding LOMA

RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
PCM
Ping Capital Management New York $401M AUM 32.08% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Activest Wealth Management's LOMA Position: Q2 2026 in Review

Activest Wealth Management reduced its Loma Negra (LOMA) stake by 36% in Q2 2026, selling an estimated $363K and leaving 57,688 shares worth $661K. The position accounts for 0.13% of the portfolio, ranked #60.

Activest Wealth Management first reported a position in LOMA in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.01M in Q4 2024. 10 funds tracked by Wall St. Rank hold LOMA as of Q2 2026.

  • Activest Wealth Management held 57,688 shares of Loma Negra worth $661K as of Q2 2026.
  • Activest Wealth Management sold 31,872 Loma Negra shares in Q2 2026, an estimated $363K.
  • Loma Negra made up 0.13% of Activest Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Activest Wealth Management first reported a position in Loma Negra in Q1 2023 and has held it in 14 quarters since.
  • Activest Wealth Management's Loma Negra position peaked at $2.01M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Loma Negra as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.