Lodestone Wealth Management
FMC icon

Lodestone Wealth Management’s FMC FMC Stock Holding History

Lodestone Wealth Management’s Portfolio FMC Stock Details FMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.55K Hold
174
– – ﹤0.01% 722
2026
Q2 		$2K Hold
174
– – ﹤0.01% 685
2026
Q1 		$3K Hold
174
– – ﹤0.01% 639
2025
Q4 		$2.41K Buy
+174
New +$3.32K ﹤0.01% 656

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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
HAM
Hedges Asset Management Reno, Nevada $144M AUM

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

Lodestone Wealth Management held its FMC (FMC) position steady in Q3 2026 at 174 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Lodestone Wealth Management first reported a position in FMC in Q4 2025 and has held it in 4 quarters since. The position peaked at $3K in Q1 2026. 163 funds tracked by Wall St. Rank hold FMC as of Q3 2026.

  • Lodestone Wealth Management held 174 shares of FMC worth $1.55K as of Q3 2026.
  • Lodestone Wealth Management left its FMC share count unchanged in Q3 2026.
  • FMC made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #722 holding.
  • Lodestone Wealth Management first reported a position in FMC in Q4 2025 and has held it in 4 quarters since.
  • Lodestone Wealth Management's FMC position peaked at $3K in Q1 2026.
  • 163 funds tracked by Wall St. Rank held FMC as of Q3 2026.

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