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Ellevest Inc’s Lifezone Metals LZM Stock Holding History

Ellevest Inc’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 		$53.1K Sell
13,692
-7,647
-36% -$35.7K 0.01% 465
2026
Q1 		$71.7K Buy
21,339
+7,462
+54% +$34.6K 0.01% 429
2025
Q4 		$59.3K Buy
+13,877
New +$62.7K 0.01% 424

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 $3.37T AUM 44.26% 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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Ellevest Inc's LZM Position: Q2 2026 in Review

Ellevest Inc reduced its Lifezone Metals (LZM) stake by 36% in Q2 2026, selling an estimated $35.7K and leaving 13,692 shares worth $53.1K. The position accounts for 0.01% of the portfolio, ranked #465.

Ellevest Inc first reported a position in LZM in Q4 2025 and has held it in 3 quarters since. The position peaked at $71.7K in Q1 2026. 88 funds tracked by Wall St. Rank hold LZM as of Q2 2026.

  • Ellevest Inc held 13,692 shares of Lifezone Metals worth $53.1K as of Q2 2026.
  • Ellevest Inc sold 7,647 Lifezone Metals shares in Q2 2026, an estimated $35.7K.
  • Lifezone Metals made up 0.01% of Ellevest Inc's portfolio in Q2 2026, its #465 holding.
  • Ellevest Inc first reported a position in Lifezone Metals in Q4 2025 and has held it in 3 quarters since.
  • Ellevest Inc's Lifezone Metals position peaked at $71.7K in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Lifezone Metals as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.