Axxcess Wealth Management’s Lithium Americas LAC Stock Holding History

Axxcess Wealth Management’s Portfolio LAC Stock Details LAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$93.1K	Sell	35,382 -100	-0.3%	-$307	﹤0.01%	964
2026 Q2	$137K	Buy	35,482 +300	+0.9%	+$1.43K	﹤0.01%	1031
2026 Q1	$139K	Buy	35,182 +18,600	+112%	+$91.4K	﹤0.01%	370
2025 Q4	$72.3K	Hold	16,582	–	–	﹤0.01%	1026
2025 Q3	$94.7K	Hold	16,582	–	–	﹤0.01%	913
2025 Q2	$44.4K	Buy	16,582 +4,200	+34%	+$11.6K	﹤0.01%	876
2025 Q1	$33.6K	Hold	12,382	–	–	﹤0.01%	843
2024 Q4	$36.8K	Buy	+12,382	New	+$42.9K	﹤0.01%	848

Other funds holding LAC

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Axxcess Wealth Management's LAC Position: Q3 2026 in Review

Axxcess Wealth Management reduced its Lithium Americas (LAC) stake by 0.28% in Q3 2026, selling an estimated $307 and leaving 35,382 shares worth $93.1K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Axxcess Wealth Management first reported a position in LAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $139K in Q1 2026. 52 funds tracked by Wall St. Rank hold LAC as of Q3 2026.

Axxcess Wealth Management held 35,382 shares of Lithium Americas worth $93.1K as of Q3 2026.
Axxcess Wealth Management sold 100 Lithium Americas shares in Q3 2026, an estimated $307.
Lithium Americas made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q3 2026, its #964 holding.
Axxcess Wealth Management first reported a position in Lithium Americas in Q4 2024 and has held it in 8 quarters since.
Axxcess Wealth Management's Lithium Americas position peaked at $139K in Q1 2026.
52 funds tracked by Wall St. Rank held Lithium Americas as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.