LAM
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Lewis Asset Management’s MP Materials MP Stock Holding History

Lewis Asset Management’s Portfolio MP Stock Details MP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$504K Buy
+9,000
New +$548K 0.18% 125
2026
Q1 		– Sell
-4,640
Closed -$234K – 209
2025
Q4 		$234K Buy
+4,640
New +$294K 0.1% 164

Other funds holding MP

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
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Lewis Asset Management's MP Position: Q2 2026 in Review

Lewis Asset Management opened a new position in MP Materials (MP) in Q2 2026: 9,000 shares worth $504K. The stake represents 0.18% of the portfolio and ranks #125 among its holdings. This is a return to the name: Lewis Asset Management previously reported a position in MP as recently as Q4 2025.

Lewis Asset Management first reported a position in MP in Q4 2025 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Lewis Asset Management held 9,000 shares of MP Materials worth $504K as of Q2 2026.
  • MP Materials was a new Lewis Asset Management position in Q2 2026.
  • MP Materials made up 0.18% of Lewis Asset Management's portfolio in Q2 2026, its #125 holding.
  • Lewis Asset Management first reported a position in MP Materials in Q4 2025 and has held it in 2 quarters since.
  • 258 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.