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LVW Advisors’s Fortuna Silver Mines FSM Stock Holding History

LVW Advisors’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 		$284K Sell
33,553
-3,149
-9% -$30.5K 0.02% 363
2026
Q1 		$364K Buy
+36,702
New +$398K 0.03% 277

Other funds holding FSM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
TFIAP
Towarzystwo Funduszy Inwestycyjnych Allianz Polska Warszawa, Poland $46.6M AUM 51.22% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
AIG
Abbington Investment Group Westport, Connecticut $157M AUM 35.92% 1-Year Est. Return
KPPF
Klein Pavlis & Peasley Financial Irvine, California $192M AUM 32.95% 1-Year Est. Return

LVW Advisors's FSM Position: Q2 2026 in Review

LVW Advisors reduced its Fortuna Silver Mines (FSM) stake by 8.6% in Q2 2026, selling an estimated $30.5K and leaving 33,553 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #363.

LVW Advisors first reported a position in FSM in Q1 2026 and has held it in 2 quarters since. The position peaked at $364K in Q1 2026. 53 funds tracked by Wall St. Rank hold FSM as of Q2 2026.

  • LVW Advisors held 33,553 shares of Fortuna Silver Mines worth $284K as of Q2 2026.
  • LVW Advisors sold 3,149 Fortuna Silver Mines shares in Q2 2026, an estimated $30.5K.
  • Fortuna Silver Mines made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #363 holding.
  • LVW Advisors first reported a position in Fortuna Silver Mines in Q1 2026 and has held it in 2 quarters since.
  • LVW Advisors's Fortuna Silver Mines position peaked at $364K in Q1 2026.
  • 53 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.