BWM
PLL

Bullock Wealth Management’s Piedmont Lithium PLL Stock Holding History

Bullock Wealth Management’s Portfolio PLL Stock Details PLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-22
Closed -$192 – 612
2024
Q4 		$192 Hold
22
– – ﹤0.01% 595
2024
Q3 		$192 Hold
22
– – ﹤0.01% 566
2024
Q2 		$216 Hold
22
– – ﹤0.01% 556
2024
Q1 		$292 Buy
+22
New +$353 ﹤0.01% 553

Other funds holding PLL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bullock Wealth Management's PLL Position: Q1 2025 in Review

Bullock Wealth Management sold out of Piedmont Lithium (PLL) in Q1 2025, closing a stake of 22 shares — an estimated $192 sold.

Bullock Wealth Management first reported a position in PLL in Q1 2024 and held it in 4 quarters. The position peaked at $292 in Q1 2024. 101 funds tracked by Wall St. Rank hold PLL as of Q1 2025.

  • Bullock Wealth Management reported no remaining Piedmont Lithium position as of Q1 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 22 Piedmont Lithium shares in Q1 2025, an estimated $192.
  • Bullock Wealth Management first reported a position in Piedmont Lithium in Q1 2024 and held it in 4 quarters.
  • Bullock Wealth Management's Piedmont Lithium position peaked at $292 in Q1 2024.
  • 101 funds tracked by Wall St. Rank held Piedmont Lithium as of Q1 2025.

Based on Bullock Wealth Management's 13F filing for Q1 2025, filed 24 Sep 2026.