Alan B. Lancz & Associates’s MP Materials MP Stock Holding History

Alan B. Lancz & Associates’s Portfolio MP Stock Details MP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$644K	Sell	13,350 -700	-5%	-$41.9K	0.63%	40
2025 Q4	$710K	Hold	14,050	–	–	0.62%	40
2025 Q3	$942K	Hold	14,050	–	–	0.85%	29
2025 Q2	$467K	Hold	14,050	–	–	0.47%	54
2025 Q1	$343K	Hold	14,050	–	–	0.37%	78
2024 Q4	$219K	Hold	14,050	–	–	0.22%	112
2024 Q3	$248K	Hold	14,050	–	–	0.23%	113
2024 Q2	$179K	Buy	+14,050	New	+$221K	0.18%	122
2023 Q4	$305K	Sell	15,350 -6,150	-29%	-$105K	0.32%	92
2023 Q3	$411K	Buy	21,500 +1,500	+8%	+$33.3K	0.47%	60
2023 Q2	$458K	Hold	20,000	–	–	0.49%	58
2023 Q1	$564K	Buy	20,000 +400	+2%	+$12.1K	0.58%	39
2022 Q4	$579K	Buy	19,600 +5,400	+38%	+$164K	0.58%	41
2022 Q3	$388K	Buy	14,200 +700	+5%	+$22.9K	0.46%	64
2022 Q2	$453K	Buy	+13,500	New	+$545K	0.45%	61

Other funds holding MP

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Alan B. Lancz & Associates's MP Position: Q1 2026 in Review

Alan B. Lancz & Associates reduced its MP Materials (MP) stake by 5% in Q1 2026, selling an estimated $41.9K and leaving 13,350 shares worth $644K. The position accounts for 0.63% of the portfolio, ranked #40.

Alan B. Lancz & Associates first reported a position in MP in Q2 2022 and has held it in 15 quarters since. The position peaked at $942K in Q3 2025. 710 funds tracked by Wall St. Rank hold MP as of Q1 2026.

Alan B. Lancz & Associates held 13,350 shares of MP Materials worth $644K as of Q1 2026.
Alan B. Lancz & Associates sold 700 MP Materials shares in Q1 2026, an estimated $41.9K.
MP Materials made up 0.63% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #40 holding.
Alan B. Lancz & Associates first reported a position in MP Materials in Q2 2022 and has held it in 15 quarters since.
Alan B. Lancz & Associates's MP Materials position peaked at $942K in Q3 2025.
710 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.