Legacy Capital Wealth Partners’s Standard Lithium SLI Stock Holding History

Legacy Capital Wealth Partners’s Portfolio SLI Stock Details SLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$193K	Sell	56,472 -1,850	-3%	-$8.28K	0.04%	376
2025 Q4	$261K	Sell	58,322 -3,850	-6%	-$16.3K	0.06%	325
2025 Q3	$210K	Buy	62,172 +3,200	+5%	+$8.94K	0.05%	362
2025 Q2	$116K	Hold	58,972	–	–	0.03%	364
2025 Q1	$74.9K	Hold	58,972	–	–	0.02%	350
2024 Q4	$86.1K	Buy	58,972 +2,700	+5%	+$4.96K	0.02%	335
2024 Q3	$90.6K	Sell	56,272 -3,000	-5%	-$3.86K	0.02%	353
2024 Q2	$74.1K	Buy	+59,272	New	+$82.4K	0.02%	297
2024 Q1	–	Sell	-62,743	Closed	-$127K	–	305
2023 Q4	$127K	Buy	62,743 +604	+1%	+$1.5K	0.04%	279
2023 Q3	$176K	Buy	+62,139	New	+$238K	0.05%	273
2023 Q2	–	Sell	-57,117	Closed	-$217K	–	202
2023 Q1	$217K	Buy	+57,117	New	+$223K	0.06%	232

Other funds holding SLI

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return

MIM

Merewether Investment Management Dallas, Texas $5.16B AUM 86.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BGM

Burkehill Global Management New York $2.02B AUM 85.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Legacy Capital Wealth Partners's SLI Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its Standard Lithium (SLI) stake by 3.2% in Q1 2026, selling an estimated $8.28K and leaving 56,472 shares worth $193K. The position accounts for 0.04% of the portfolio, ranked #376.

Legacy Capital Wealth Partners first reported a position in SLI in Q1 2023 and has held it in 11 quarters since. The position peaked at $261K in Q4 2025. 140 funds tracked by Wall St. Rank hold SLI as of Q1 2026.

Legacy Capital Wealth Partners held 56,472 shares of Standard Lithium worth $193K as of Q1 2026.
Legacy Capital Wealth Partners sold 1,850 Standard Lithium shares in Q1 2026, an estimated $8.28K.
Standard Lithium made up 0.04% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #376 holding.
Legacy Capital Wealth Partners first reported a position in Standard Lithium in Q1 2023 and has held it in 11 quarters since.
Legacy Capital Wealth Partners's Standard Lithium position peaked at $261K in Q4 2025.
140 funds tracked by Wall St. Rank held Standard Lithium as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.