MSFP
LAC

Mark Sheptoff Financial Planning’s Lithium Americas LAC Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio LAC Stock Details LAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.94K Hold
1,800
– – 0.01% 344
2025
Q4 		$7.85K Buy
1,800
+1,000
+125% +$5.77K ﹤0.01% 376
2025
Q3 		$4.57K Hold
800
– – ﹤0.01% 418
2025
Q2 		$2.14K Hold
800
– – ﹤0.01% 467
2025
Q1 		$2.17K Hold
800
– – ﹤0.01% 405
2024
Q4 		$2.38K Buy
+800
New +$2.77K ﹤0.01% 394

Other funds holding LAC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GMH
General Motors Holdings Detroit, Michigan $90.5M AUM 41.49% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Mark Sheptoff Financial Planning's LAC Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Lithium Americas (LAC) position steady in Q1 2026 at 1,800 shares worth $9.94K. The position accounts for 0.01% of the portfolio, ranked #344.

Mark Sheptoff Financial Planning first reported a position in LAC in Q4 2024 and has held it in 6 quarters since. 269 funds tracked by Wall St. Rank hold LAC as of Q1 2026.

  • Mark Sheptoff Financial Planning held 1,800 shares of Lithium Americas worth $9.94K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Lithium Americas share count unchanged in Q1 2026.
  • Lithium Americas made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #344 holding.
  • Mark Sheptoff Financial Planning first reported a position in Lithium Americas in Q4 2024 and has held it in 6 quarters since.
  • 269 funds tracked by Wall St. Rank held Lithium Americas as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.