LWM
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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Lodestone Wealth Management increased its SiTime (SITM) stake by 727% in Q2 2026, buying an estimated $252K and bringing the position to 455 shares worth $339K. The position accounts for 0.12% of the portfolio, ranked #142.

Lodestone Wealth Management first reported a position in SITM in Q1 2026 and has held it in 2 quarters since. 567 funds tracked by Wall St. Rank hold SITM as of Q2 2026.

  • Lodestone Wealth Management held 455 shares of SiTime worth $339K as of Q2 2026.
  • Lodestone Wealth Management bought 400 SiTime shares in Q2 2026, an estimated $252K.
  • SiTime made up 0.12% of Lodestone Wealth Management's portfolio in Q2 2026, its #142 holding.
  • Lodestone Wealth Management first reported a position in SiTime in Q1 2026 and has held it in 2 quarters since.
  • 567 funds tracked by Wall St. Rank held SiTime as of Q2 2026.

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