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Lodestone Wealth Management’s Alcoa AA Stock Holding History

Lodestone Wealth Management’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$273 Hold
5
– – ﹤0.01% 759
2026
Q1 		$347 Hold
5
– – ﹤0.01% 756
2025
Q4 		$278 Buy
+5
New +$205 ﹤0.01% 775

Other funds holding AA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lodestone Wealth Management's AA Position: Q2 2026 in Review

Lodestone Wealth Management held its Alcoa (AA) position steady in Q2 2026 at 5 shares worth $273. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Lodestone Wealth Management first reported a position in AA in Q4 2025 and has held it in 3 quarters since. The position peaked at $347 in Q1 2026. 712 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Lodestone Wealth Management held 5 shares of Alcoa worth $273 as of Q2 2026.
  • Lodestone Wealth Management left its Alcoa share count unchanged in Q2 2026.
  • Alcoa made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #759 holding.
  • Lodestone Wealth Management first reported a position in Alcoa in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Alcoa position peaked at $347 in Q1 2026.
  • 712 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.