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Lodestone Wealth Management’s Alaska Air ALK Stock Holding History

Lodestone Wealth Management’s Portfolio ALK Stock Details ALK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.3K Hold
266
– – ﹤0.01% 532
2026
Q2 		$13.9K Hold
266
– – ﹤0.01% 473
2026
Q1 		$9.8K Hold
266
– – ﹤0.01% 521
2025
Q4 		$13.4K Buy
+266
New +$12.3K 0.01% 464

Other funds holding ALK

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $137M AUM 42.53% 1-Year Est. Return
WCCM
Willow Creek Capital Management Missoula, Montana $103M AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
PCM
Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return

Lodestone Wealth Management's ALK Position: Q3 2026 in Review

Lodestone Wealth Management held its Alaska Air (ALK) position steady in Q3 2026 at 266 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Lodestone Wealth Management first reported a position in ALK in Q4 2025 and has held it in 4 quarters since. The position peaked at $13.9K in Q2 2026. 44 funds tracked by Wall St. Rank hold ALK as of Q3 2026.

  • Lodestone Wealth Management held 266 shares of Alaska Air worth $10.3K as of Q3 2026.
  • Lodestone Wealth Management left its Alaska Air share count unchanged in Q3 2026.
  • Alaska Air made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #532 holding.
  • Lodestone Wealth Management first reported a position in Alaska Air in Q4 2025 and has held it in 4 quarters since.
  • Lodestone Wealth Management's Alaska Air position peaked at $13.9K in Q2 2026.
  • 44 funds tracked by Wall St. Rank held Alaska Air as of Q3 2026.

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