Creative Planning
LZM icon

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
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 $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 23.41% 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

Creative Planning's LZM Position: Q1 2026 in Review

Creative Planning reduced its Lifezone Metals (LZM) stake by 33% in Q1 2026, selling an estimated $328K and leaving 140,894 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #3071.

Creative Planning first reported a position in LZM in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.15M in Q3 2025. 86 funds tracked by Wall St. Rank hold LZM as of Q1 2026.

  • Creative Planning held 140,894 shares of Lifezone Metals worth $473K as of Q1 2026.
  • Creative Planning sold 70,657 Lifezone Metals shares in Q1 2026, an estimated $328K.
  • Lifezone Metals made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3071 holding.
  • Creative Planning first reported a position in Lifezone Metals in Q3 2024 and has held it in 7 quarters since.
  • Creative Planning's Lifezone Metals position peaked at $2.15M in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Lifezone Metals as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.