Creative Planning’s Lifezone Metals LZM Stock Holding History

Creative Planning’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	$564K	Buy	145,484 +4,590	+3%	+$21.4K	﹤0.01%	3102
2026 Q1	$473K	Sell	140,894 -70,657	-33%	-$328K	﹤0.01%	3071
2025 Q4	$903K	Sell	211,551 -181,406	-46%	-$820K	﹤0.01%	2362
2025 Q3	$2.15M	Buy	392,957 +284,006	+261%	+$1.31M	﹤0.01%	1487
2025 Q2	$449K	Sell	108,951 -16,204	-13%	-$60.3K	﹤0.01%	2561
2025 Q1	$523K	Buy	125,155 +47,151	+60%	+$264K	﹤0.01%	2242
2024 Q4	$542K	Buy	78,004 +53,109	+213%	+$355K	﹤0.01%	2148
2024 Q3	$174K	Buy	+24,895	New	+$174K	﹤0.01%	2885

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) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Creative Planning's LZM Position: Q2 2026 in Review

Creative Planning increased its Lifezone Metals (LZM) stake by 3.3% in Q2 2026, buying an estimated $21.4K and bringing the position to 145,484 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #3102.

Creative Planning first reported a position in LZM in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.15M in Q3 2025. 88 funds tracked by Wall St. Rank hold LZM as of Q2 2026.

Creative Planning held 145,484 shares of Lifezone Metals worth $564K as of Q2 2026.
Creative Planning bought 4,590 Lifezone Metals shares in Q2 2026, an estimated $21.4K.
Lifezone Metals made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3102 holding.
Creative Planning first reported a position in Lifezone Metals in Q3 2024 and has held it in 8 quarters since.
Creative Planning's Lifezone Metals position peaked at $2.15M in Q3 2025.
88 funds tracked by Wall St. Rank held Lifezone Metals as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.