LWM
SITM icon

Lodestone Wealth Management’s SiTime SITM Stock Holding History

Lodestone Wealth Management’s Portfolio SITM Stock Details SITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$328K Buy
503
+48
+11% +$29.1K 0.11% 146
2026
Q2 		$339K Buy
455
+400
+727% +$252K 0.12% 142
2026
Q1 		$19K Buy
+55
New +$20.2K 0.01% 423

Other funds holding SITM

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

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

Lodestone Wealth Management increased its SiTime (SITM) stake by 11% in Q3 2026, buying an estimated $29.1K and bringing the position to 503 shares worth $328K. The position accounts for 0.11% of the portfolio, ranked #146.

Lodestone Wealth Management first reported a position in SITM in Q1 2026 and has held it in 3 quarters since. The position peaked at $339K in Q2 2026. 29 funds tracked by Wall St. Rank hold SITM as of Q3 2026.

  • Lodestone Wealth Management held 503 shares of SiTime worth $328K as of Q3 2026.
  • Lodestone Wealth Management bought 48 SiTime shares in Q3 2026, an estimated $29.1K.
  • SiTime made up 0.11% of Lodestone Wealth Management's portfolio in Q3 2026, its #146 holding.
  • Lodestone Wealth Management first reported a position in SiTime in Q1 2026 and has held it in 3 quarters since.
  • Lodestone Wealth Management's SiTime position peaked at $339K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held SiTime as of Q3 2026.

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