Lewis Asset Management
MP icon

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
Q3 		$381K Sell
8,060
-940
-10% -$47.7K 0.13% 155
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

Geode Capital Management
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W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ARS Investment Partners
ARS Investment Partners New York $2.23B AUM 74.02% 1-Year Est. Return

Lewis Asset Management's MP Position: Q3 2026 in Review

Lewis Asset Management reduced its MP Materials (MP) stake by 10% in Q3 2026, selling an estimated $47.7K and leaving 8,060 shares worth $381K. The position accounts for 0.13% of the portfolio, ranked #155.

Lewis Asset Management first reported a position in MP in Q4 2025 and has held it in 3 quarters since. The position peaked at $504K in Q2 2026. 373 funds tracked by Wall St. Rank hold MP as of Q3 2026.

  • Lewis Asset Management held 8,060 shares of MP Materials worth $381K as of Q3 2026.
  • Lewis Asset Management sold 940 MP Materials shares in Q3 2026, an estimated $47.7K.
  • MP Materials made up 0.13% of Lewis Asset Management's portfolio in Q3 2026, its #155 holding.
  • Lewis Asset Management first reported a position in MP Materials in Q4 2025 and has held it in 3 quarters since.
  • Lewis Asset Management's MP Materials position peaked at $504K in Q2 2026.
  • 373 funds tracked by Wall St. Rank held MP Materials as of Q3 2026.

Based on Lewis Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.