LWM
OKLO

LeConte Wealth Management’s Oklo OKLO Stock Holding History

LeConte Wealth Management’s Portfolio OKLO Stock Details OKLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$243K Buy
+4,895
New +$352K 0.16% 114
2025
Q4 		– Sell
-2,681
Closed -$299K – 148
2025
Q3 		$299K Buy
+2,681
New +$210K 0.2% 77

Other funds holding OKLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

LeConte Wealth Management's OKLO Position: Q1 2026 in Review

LeConte Wealth Management opened a new position in Oklo (OKLO) in Q1 2026: 4,895 shares worth $243K. The stake represents 0.16% of the portfolio and ranks #114 among its holdings. This is a return to the name: LeConte Wealth Management previously reported a position in OKLO as recently as Q3 2025.

LeConte Wealth Management first reported a position in OKLO in Q3 2025 and has held it in 2 quarters since. The position peaked at $299K in Q3 2025. 675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • LeConte Wealth Management held 4,895 shares of Oklo worth $243K as of Q1 2026.
  • Oklo was a new LeConte Wealth Management position in Q1 2026.
  • Oklo made up 0.16% of LeConte Wealth Management's portfolio in Q1 2026, its #114 holding.
  • LeConte Wealth Management first reported a position in Oklo in Q3 2025 and has held it in 2 quarters since.
  • LeConte Wealth Management's Oklo position peaked at $299K in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.