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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
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 $1.53B AUM 48.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Clearstead Advisors's LZM Position: Q4 2025 in Review

Clearstead Advisors sold out of Lifezone Metals (LZM) in Q4 2025, closing a stake of 41 shares — an estimated $225 sold.

Clearstead Advisors first reported a position in LZM in Q2 2025 and held it in 2 quarters. The position peaked at $225 in Q3 2025. 73 funds tracked by Wall St. Rank hold LZM as of Q4 2025.

  • Clearstead Advisors reported no remaining Lifezone Metals position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 41 Lifezone Metals shares in Q4 2025, an estimated $225.
  • Clearstead Advisors first reported a position in Lifezone Metals in Q2 2025 and held it in 2 quarters.
  • Clearstead Advisors's Lifezone Metals position peaked at $225 in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Lifezone Metals as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.