LCWP
SLI

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
Q2 		$155K Hold
56,472
– – 0.03% 369
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
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MIM
Merewether Investment Management Dallas, Texas $5.31B AUM 73.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Legacy Capital Wealth Partners's SLI Position: Q2 2026 in Review

Legacy Capital Wealth Partners held its Standard Lithium (SLI) position steady in Q2 2026 at 56,472 shares worth $155K. The position accounts for 0.03% of the portfolio, ranked #369.

Legacy Capital Wealth Partners first reported a position in SLI in Q1 2023 and has held it in 12 quarters since. The position peaked at $261K in Q4 2025. 137 funds tracked by Wall St. Rank hold SLI as of Q2 2026.

  • Legacy Capital Wealth Partners held 56,472 shares of Standard Lithium worth $155K as of Q2 2026.
  • Legacy Capital Wealth Partners left its Standard Lithium share count unchanged in Q2 2026.
  • Standard Lithium made up 0.03% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #369 holding.
  • Legacy Capital Wealth Partners first reported a position in Standard Lithium in Q1 2023 and has held it in 12 quarters since.
  • Legacy Capital Wealth Partners's Standard Lithium position peaked at $261K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Standard Lithium as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.