Compagnie Lombard Odier SCmA’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Compagnie Lombard Odier SCmA’s Portfolio LIT Stock Details LIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$391K	Buy	5,000 +1,300	+35%	+$108K	﹤0.01%	238
2026 Q1	$275K	Hold	3,700	–	–	﹤0.01%	241
2025 Q4	$240K	Buy	+3,700	New	+$228K	﹤0.01%	240
2024 Q3	–	Sell	-1,900	Closed	-$73.7K	–	469
2024 Q2	$73.7K	Hold	1,900	–	–	﹤0.01%	307
2024 Q1	$86.1K	Hold	1,900	–	–	﹤0.01%	318
2023 Q4	$96.8K	Hold	1,900	–	–	﹤0.01%	358
2023 Q3	$105K	Hold	1,900	–	–	﹤0.01%	347
2023 Q2	$124K	Sell	1,900 -5,490	-74%	-$342K	﹤0.01%	332
2023 Q1	$470K	Buy	7,390 +5,490	+289%	+$354K	0.01%	205
2022 Q4	$111K	Hold	1,900	–	–	﹤0.01%	372
2022 Q3	$126K	Hold	1,900	–	–	﹤0.01%	366
2022 Q2	$138K	Hold	1,900	–	–	﹤0.01%	341
2022 Q1	$146K	Sell	1,900 -1,400	-42%	-$107K	﹤0.01%	343
2021 Q4	$278K	Sell	3,300 -100	-3%	-$8.87K	0.01%	320
2021 Q3	$279K	Hold	3,400	–	–	0.01%	314
2021 Q2	$247K	Buy	3,400 +1,500	+79%	+$96.5K	0.01%	314
2021 Q1	$111K	Sell	1,900 -1,000	-34%	-$65.3K	﹤0.01%	435
2020 Q4	$180K	Hold	2,900	–	–	﹤0.01%	338
2020 Q3	$116K	Hold	2,900	–	–	﹤0.01%	319
2020 Q2	$92K	Hold	2,900	–	–	﹤0.01%	332
2020 Q1	$63K	Hold	2,900	–	–	﹤0.01%	338
2019 Q4	$79K	Sell	2,900 -3,500	-55%	-$89.4K	﹤0.01%	333
2019 Q3	$155K	Hold	6,400	–	–	0.01%	269
2019 Q2	$166K	Hold	6,400	–	–	0.01%	263
2019 Q1	$181K	Sell	6,400 -1,500	-19%	-$42.8K	0.01%	297
2018 Q4	$212K	Sell	7,900 -300	-4%	-$9.13K	0.01%	270
2018 Q3	$272K	Sell	8,200 -450	-5%	-$14.5K	0.01%	253
2018 Q2	$284K	Hold	8,650	–	–	0.01%	253
2018 Q1	$285K	Buy	8,650 +3,250	+60%	+$118K	0.01%	273
2017 Q4	$210K	Hold	5,400	–	–	0.01%	317
2017 Q3	$202K	Buy	5,400 +3,500	+184%	+$116K	0.01%	366
2017 Q2	$55K	Hold	1,900	–	–	﹤0.01%	509
2017 Q1	$54K	Buy	+1,900	New	+$50.4K	﹤0.01%	534
2016 Q4	–	Sell	-2,300	Closed	-$57K	–	844
2016 Q3	$57K	Hold	2,300	–	–	﹤0.01%	665
2016 Q2	$57K	Buy	+2,300	New	+$54K	﹤0.01%	646
2015 Q1	–	Sell	-1,700	Closed	-$38K	–	961
2014 Q4	$38K	Sell	1,700 -500	-23%	-$11.8K	﹤0.01%	651
2014 Q3	$54K	Hold	2,200	–	–	﹤0.01%	719
2014 Q2	$60K	Hold	2,200	–	–	﹤0.01%	730
2014 Q1	$60K	Hold	2,200	–	–	﹤0.01%	706
2013 Q4	$57K	Buy	+2,200	New	+$57K	﹤0.01%	700

Other funds holding LIT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

CWM

Chicago Wealth Management Chicago, Illinois $282M AUM 54.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Compagnie Lombard Odier SCmA's LIT Position: Q2 2026 in Review

Compagnie Lombard Odier SCmA increased its Global X Lithium & Battery Tech ETF (LIT) stake by 35% in Q2 2026, buying an estimated $108K and bringing the position to 5,000 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Compagnie Lombard Odier SCmA first reported a position in LIT in Q4 2013 and has held it in 40 quarters since. The position peaked at $470K in Q1 2023. 294 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Compagnie Lombard Odier SCmA held 5,000 shares of Global X Lithium & Battery Tech ETF worth $391K as of Q2 2026.
Compagnie Lombard Odier SCmA bought 1,300 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $108K.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Compagnie Lombard Odier SCmA's portfolio in Q2 2026, its #238 holding.
Compagnie Lombard Odier SCmA first reported a position in Global X Lithium & Battery Tech ETF in Q4 2013 and has held it in 40 quarters since.
Compagnie Lombard Odier SCmA's Global X Lithium & Battery Tech ETF position peaked at $470K in Q1 2023.
294 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q2 2026, filed 29 Jul 2026.