LWM
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Lodestone Wealth Management’s Factset FDS Stock Holding History

Lodestone Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.59K Hold
33
– – ﹤0.01% 549
2026
Q1 		$7.16K Hold
33
– – ﹤0.01% 550
2025
Q4 		$9.58K Buy
+33
New +$9.26K ﹤0.01% 513

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Lodestone Wealth Management held its Factset (FDS) position steady in Q2 2026 at 33 shares worth $7.59K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Lodestone Wealth Management first reported a position in FDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.58K in Q4 2025. 762 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Lodestone Wealth Management held 33 shares of Factset worth $7.59K as of Q2 2026.
  • Lodestone Wealth Management left its Factset share count unchanged in Q2 2026.
  • Factset made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #549 holding.
  • Lodestone Wealth Management first reported a position in Factset in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Factset position peaked at $9.58K in Q4 2025.
  • 762 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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