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Lodestone Wealth Management’s Fortuna Silver Mines FSM Stock Holding History

Lodestone Wealth Management’s Portfolio FSM Stock Details FSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.45K Hold
1,000
– – ﹤0.01% 534
2026
Q1 		$9.93K Buy
+1,000
New +$10.8K ﹤0.01% 518

Other funds holding FSM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Lodestone Wealth Management held its Fortuna Silver Mines (FSM) position steady in Q2 2026 at 1,000 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Lodestone Wealth Management first reported a position in FSM in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.93K in Q1 2026. 245 funds tracked by Wall St. Rank hold FSM as of Q2 2026.

  • Lodestone Wealth Management held 1,000 shares of Fortuna Silver Mines worth $8.45K as of Q2 2026.
  • Lodestone Wealth Management left its Fortuna Silver Mines share count unchanged in Q2 2026.
  • Fortuna Silver Mines made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #534 holding.
  • Lodestone Wealth Management first reported a position in Fortuna Silver Mines in Q1 2026 and has held it in 2 quarters since.
  • Lodestone Wealth Management's Fortuna Silver Mines position peaked at $9.93K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q2 2026.

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