LWM
CYBR

Lodestone Wealth Management’s CyberArk CYBR Stock Holding History

Lodestone Wealth Management’s Portfolio CYBR Stock Details CYBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-127
Closed -$56.6K – 786
2025
Q4 		$56.6K Buy
+127
New +$61.1K 0.02% 280

Other funds holding CYBR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM

Lodestone Wealth Management's CYBR Position: Q1 2026 in Review

Lodestone Wealth Management sold out of CyberArk (CYBR) in Q1 2026, closing a stake of 127 shares — an estimated $56.6K sold.

Lodestone Wealth Management first reported a position in CYBR in Q4 2025 and held it in 1 quarter. The position peaked at $56.6K in Q4 2025. 3 funds tracked by Wall St. Rank hold CYBR as of Q1 2026.

  • Lodestone Wealth Management reported no remaining CyberArk position as of Q1 2026 after selling out during the quarter.
  • Lodestone Wealth Management sold 127 CyberArk shares in Q1 2026, an estimated $56.6K.
  • Lodestone Wealth Management first reported a position in CyberArk in Q4 2025 and held it in 1 quarter.
  • Lodestone Wealth Management's CyberArk position peaked at $56.6K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held CyberArk as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.