LWM
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Lodestone Wealth Management’s NCR Atleos NATL Stock Holding History

Lodestone Wealth Management’s Portfolio NATL Stock Details NATL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.76K Hold
39
– – ﹤0.01% 716
2026
Q2 		$1.69K Hold
39
– – ﹤0.01% 699
2026
Q1 		$1.7K Hold
39
– – ﹤0.01% 685
2025
Q4 		$1.49K Buy
+39
New +$1.46K ﹤0.01% 705

Other funds holding NATL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Lodestone Wealth Management held its NCR Atleos (NATL) position steady in Q3 2026 at 39 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Lodestone Wealth Management first reported a position in NATL in Q4 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold NATL as of Q3 2026.

  • Lodestone Wealth Management held 39 shares of NCR Atleos worth $1.76K as of Q3 2026.
  • Lodestone Wealth Management left its NCR Atleos share count unchanged in Q3 2026.
  • NCR Atleos made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #716 holding.
  • Lodestone Wealth Management first reported a position in NCR Atleos in Q4 2025 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held NCR Atleos as of Q3 2026.

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