Clearstead Advisors
LZM icon

Clearstead Advisors’s Lifezone Metals LZM Stock Holding History

Clearstead Advisors’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
Q2 		$39 Buy
+10
New +$47 ﹤0.01% 3516
2025
Q4 		– Sell
-41
Closed -$225 – 3052
2025
Q3 		$225 Buy
41
+6
+17% +$28 ﹤0.01% 2847
2025
Q2 		$145 Buy
+35
New +$130 ﹤0.01% 2585

Other funds holding LZM

CCM
Cinctive Capital Management New York $2.72B AUM 43.27% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Clearstead Advisors's LZM Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Lifezone Metals (LZM) in Q2 2026: 10 shares worth $39. The stake represents ﹤0.01% of the portfolio and ranks #3516 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in LZM as recently as Q3 2025.

Clearstead Advisors first reported a position in LZM in Q2 2025 and has held it in 3 quarters since. The position peaked at $225 in Q3 2025. 88 funds tracked by Wall St. Rank hold LZM as of Q2 2026.

  • Clearstead Advisors held 10 shares of Lifezone Metals worth $39 as of Q2 2026.
  • Lifezone Metals was a new Clearstead Advisors position in Q2 2026.
  • Lifezone Metals made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3516 holding.
  • Clearstead Advisors first reported a position in Lifezone Metals in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Lifezone Metals position peaked at $225 in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Lifezone Metals as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.