Lodestone Wealth Management’s Blaize Holdings BZAI Stock Holding History

Lodestone Wealth Management’s Portfolio BZAI Stock Details BZAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-4,000	Closed	-$5.52K	–	821
2026 Q2	$5.52K	Buy	+4,000	New	+$7.04K	﹤0.01%	590

Other funds holding BZAI

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Lodestone Wealth Management sold out of Blaize Holdings (BZAI) in Q3 2026, closing a stake of 4,000 shares — an estimated $5.52K sold.

Lodestone Wealth Management first reported a position in BZAI in Q2 2026 and held it in 1 quarter. The position peaked at $5.52K in Q2 2026. 4 funds tracked by Wall St. Rank hold BZAI as of Q3 2026.

Lodestone Wealth Management reported no remaining Blaize Holdings position as of Q3 2026 after selling out during the quarter.
Lodestone Wealth Management sold 4,000 Blaize Holdings shares in Q3 2026, an estimated $5.52K.
Lodestone Wealth Management first reported a position in Blaize Holdings in Q2 2026 and held it in 1 quarter.
Lodestone Wealth Management's Blaize Holdings position peaked at $5.52K in Q2 2026.
4 funds tracked by Wall St. Rank held Blaize Holdings as of Q3 2026.

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