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Lifetime Wealth Management’s Copa Holdings CPA Stock Holding History

Lifetime Wealth Management’s Portfolio CPA Stock Details CPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.25M Sell
27,320
-7,680
-22% -$1,000K 2.48% 12
2026
Q1 		$3.98M Sell
35,000
-775
-2% -$102K 2.26% 13
2025
Q4 		$4.31M Buy
+35,775
New +$4.38M 2.71% 10

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Lifetime Wealth Management's CPA Position: Q2 2026 in Review

Lifetime Wealth Management reduced its Copa Holdings (CPA) stake by 22% in Q2 2026, selling an estimated $1,000K and leaving 27,320 shares worth $4.25M. The position accounts for 2.48% of the portfolio, ranked #12.

Lifetime Wealth Management first reported a position in CPA in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.31M in Q4 2025. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • Lifetime Wealth Management held 27,320 shares of Copa Holdings worth $4.25M as of Q2 2026.
  • Lifetime Wealth Management sold 7,680 Copa Holdings shares in Q2 2026, an estimated $1,000K.
  • Copa Holdings made up 2.48% of Lifetime Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Lifetime Wealth Management first reported a position in Copa Holdings in Q4 2025 and has held it in 3 quarters since.
  • Lifetime Wealth Management's Copa Holdings position peaked at $4.31M in Q4 2025.
  • 325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.