LWM
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Lodestone Wealth Management’s Lightbridge LTBR Stock Holding History

Lodestone Wealth Management’s Portfolio LTBR Stock Details LTBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-500
Closed -$6.32K – 803
2025
Q4 		$6.32K Buy
+500
New +$9.62K ﹤0.01% 557

Other funds holding LTBR

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Lodestone Wealth Management sold out of Lightbridge (LTBR) in Q1 2026, closing a stake of 500 shares — an estimated $6.32K sold.

Lodestone Wealth Management first reported a position in LTBR in Q4 2025 and held it in 1 quarter. The position peaked at $6.32K in Q4 2025. 135 funds tracked by Wall St. Rank hold LTBR as of Q1 2026.

  • Lodestone Wealth Management reported no remaining Lightbridge position as of Q1 2026 after selling out during the quarter.
  • Lodestone Wealth Management sold 500 Lightbridge shares in Q1 2026, an estimated $6.32K.
  • Lodestone Wealth Management first reported a position in Lightbridge in Q4 2025 and held it in 1 quarter.
  • Lodestone Wealth Management's Lightbridge position peaked at $6.32K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held Lightbridge as of Q1 2026.

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