JDLA
LAC

J. Derek Lewis & Associates’s Lithium Americas LAC Stock Holding History

J. Derek Lewis & Associates’s Portfolio LAC Stock Details LAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.4K Sell
11,000
-14,000
-56% -$66.7K 0.01% 212
2026
Q1 		$98.8K Buy
25,000
+3,000
+14% +$14.7K 0.02% 187
2025
Q4 		$95.9K Buy
+22,000
New +$127K 0.02% 190

Other funds holding LAC

GMH
General Motors Holdings Detroit, Michigan $79.8M AUM 24.73% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CWGL
Cedrus Wealth Group LLC Andover, Minnesota $115M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

J. Derek Lewis & Associates's LAC Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its Lithium Americas (LAC) stake by 56% in Q2 2026, selling an estimated $66.7K and leaving 11,000 shares worth $42.4K. The position accounts for 0.01% of the portfolio, ranked #212.

J. Derek Lewis & Associates first reported a position in LAC in Q4 2025 and has held it in 3 quarters since. The position peaked at $98.8K in Q1 2026. 135 funds tracked by Wall St. Rank hold LAC as of Q2 2026.

  • J. Derek Lewis & Associates held 11,000 shares of Lithium Americas worth $42.4K as of Q2 2026.
  • J. Derek Lewis & Associates sold 14,000 Lithium Americas shares in Q2 2026, an estimated $66.7K.
  • Lithium Americas made up 0.01% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #212 holding.
  • J. Derek Lewis & Associates first reported a position in Lithium Americas in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's Lithium Americas position peaked at $98.8K in Q1 2026.
  • 135 funds tracked by Wall St. Rank held Lithium Americas as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.