Carson Wealth (CWM LLC)
LZM icon

Carson Wealth (CWM LLC)’s Lifezone Metals LZM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LZM Stock Details LZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.5K Buy
4,920
+3,124
+174% +$14.5K ﹤0.01% 4530
2025
Q4 		$8K Sell
1,796
-1,536
-46% -$6.94K ﹤0.01% 4649
2025
Q3 		$18K Buy
3,332
+682
+26% +$3.14K ﹤0.01% 4188
2025
Q2 		$11K Buy
2,650
+2,322
+708% +$8.65K ﹤0.01% 4247
2025
Q1 		$1K Sell
328
-240
-42% -$1.34K ﹤0.01% 4936
2024
Q4 		$4K Buy
568
+319
+128% +$2.13K ﹤0.01% 4327
2024
Q3 		$2K Buy
+249
New +$1.74K ﹤0.01% 4419

Other funds holding LZM

CCM
Cinctive Capital Management New York $1.53B AUM 48.83% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LZM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Lifezone Metals (LZM) stake by 174% in Q1 2026, buying an estimated $14.5K and bringing the position to 4,920 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4530.

Carson Wealth (CWM LLC) first reported a position in LZM in Q3 2024 and has held it in 7 quarters since. The position peaked at $18K in Q3 2025. 86 funds tracked by Wall St. Rank hold LZM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,920 shares of Lifezone Metals worth $16.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,124 Lifezone Metals shares in Q1 2026, an estimated $14.5K.
  • Lifezone Metals made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4530 holding.
  • Carson Wealth (CWM LLC) first reported a position in Lifezone Metals in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Lifezone Metals position peaked at $18K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Lifezone Metals as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.