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EverSource Wealth Advisors’s Lifezone Metals LZM Stock Holding History

EverSource Wealth 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
2026
Q1 		$3.57K Buy
1,064
+42
+4% +$195 ﹤0.01% 3416
2025
Q4 		$4.36K Sell
1,022
-102
-9% -$461 ﹤0.01% 3173
2025
Q3 		$6.16K Buy
1,124
+589
+110% +$2.71K ﹤0.01% 3064
2025
Q2 		$2.2K Buy
535
+263
+97% +$979 ﹤0.01% 3482
2025
Q1 		$1.14K Buy
+272
New +$1.52K ﹤0.01% 3184

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 21.71% 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

EverSource Wealth Advisors's LZM Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Lifezone Metals (LZM) stake by 4.1% in Q1 2026, buying an estimated $195 and bringing the position to 1,064 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #3416.

EverSource Wealth Advisors first reported a position in LZM in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.16K in Q3 2025. 86 funds tracked by Wall St. Rank hold LZM as of Q1 2026.

  • EverSource Wealth Advisors held 1,064 shares of Lifezone Metals worth $3.57K as of Q1 2026.
  • EverSource Wealth Advisors bought 42 Lifezone Metals shares in Q1 2026, an estimated $195.
  • Lifezone Metals made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3416 holding.
  • EverSource Wealth Advisors first reported a position in Lifezone Metals in Q1 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's Lifezone Metals position peaked at $6.16K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Lifezone Metals as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.