LWM
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Lodestone Wealth Management’s Trump Media & Technology Group DJT Stock Holding History

Lodestone Wealth Management’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$834 Hold
92
– – ﹤0.01% 756
2026
Q2 		$712 Hold
92
– – ﹤0.01% 743
2026
Q1 		$854 Hold
92
– – ﹤0.01% 732
2025
Q4 		$1.22K Buy
+92
New +$1.25K ﹤0.01% 718

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RAG
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RWA
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LCC
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Farther Finance Advisors
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IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
VCM
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GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Lodestone Wealth Management held its Trump Media & Technology Group (DJT) position steady in Q3 2026 at 92 shares worth $834. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Lodestone Wealth Management first reported a position in DJT in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.22K in Q4 2025. 38 funds tracked by Wall St. Rank hold DJT as of Q3 2026.

  • Lodestone Wealth Management held 92 shares of Trump Media & Technology Group worth $834 as of Q3 2026.
  • Lodestone Wealth Management left its Trump Media & Technology Group share count unchanged in Q3 2026.
  • Trump Media & Technology Group made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #756 holding.
  • Lodestone Wealth Management first reported a position in Trump Media & Technology Group in Q4 2025 and has held it in 4 quarters since.
  • Lodestone Wealth Management's Trump Media & Technology Group position peaked at $1.22K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q3 2026.

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