LWM
B

Lodestone Wealth Management’s Barrick Mining B Stock Holding History

Lodestone Wealth Management’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.4K Hold
800
– – 0.01% 364
2026
Q1 		$32.6K Hold
800
– – 0.01% 342
2025
Q4 		$34.8K Buy
+800
New +$30K 0.01% 328

Other funds holding B

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Lodestone Wealth Management held its Barrick Mining (B) position steady in Q2 2026 at 800 shares worth $29.4K. The position accounts for 0.01% of the portfolio, ranked #364.

Lodestone Wealth Management first reported a position in B in Q4 2025 and has held it in 3 quarters since. The position peaked at $34.8K in Q4 2025. 1,008 funds tracked by Wall St. Rank hold B as of Q2 2026.

  • Lodestone Wealth Management held 800 shares of Barrick Mining worth $29.4K as of Q2 2026.
  • Lodestone Wealth Management left its Barrick Mining share count unchanged in Q2 2026.
  • Barrick Mining made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #364 holding.
  • Lodestone Wealth Management first reported a position in Barrick Mining in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Barrick Mining position peaked at $34.8K in Q4 2025.
  • 1,008 funds tracked by Wall St. Rank held Barrick Mining as of Q2 2026.

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