LAM
OKLO

Lewis Asset Management’s Oklo OKLO Stock Holding History

Lewis Asset 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
Q2 		$294K Buy
+5,625
New +$351K 0.1% 176

Other funds holding OKLO

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DC
Darrow Company Needham, Massachusetts $258M AUM 15.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return

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

Lewis Asset Management opened a new position in Oklo (OKLO) in Q2 2026: 5,625 shares worth $294K. The stake represents 0.1% of the portfolio and ranks #176 among its holdings.

241 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Lewis Asset Management held 5,625 shares of Oklo worth $294K as of Q2 2026.
  • Oklo was a new Lewis Asset Management position in Q2 2026.
  • Oklo made up 0.1% of Lewis Asset Management's portfolio in Q2 2026, its #176 holding.
  • 241 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

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