Meriwether Wealth & Planning’s Standard Lithium SLI Stock Holding History

Meriwether Wealth & Planning’s Portfolio SLI Stock Details SLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$142K	Hold	51,545	–	–	0.07%	121
2026 Q1	$176K	Buy	51,545 +5,447	+12%	+$24.4K	0.1%	124
2025 Q4	$206K	Buy	46,098 +6,347	+16%	+$26.9K	0.12%	117
2025 Q3	$134K	Buy	39,751 +1,930	+5%	+$5.39K	0.08%	125
2025 Q2	$74.1K	Hold	37,821	–	–	0.05%	126
2025 Q1	$48K	Buy	37,821 +5,543	+17%	+$8.04K	0.03%	123
2024 Q4	$47.1K	Buy	+32,278	New	+$59.3K	0.03%	117

Other funds holding SLI

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MIM

Merewether Investment Management Dallas, Texas $5.31B AUM 73.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Meriwether Wealth & Planning's SLI Position: Q2 2026 in Review

Meriwether Wealth & Planning held its Standard Lithium (SLI) position steady in Q2 2026 at 51,545 shares worth $142K. The position accounts for 0.07% of the portfolio, ranked #121.

Meriwether Wealth & Planning first reported a position in SLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $206K in Q4 2025. 137 funds tracked by Wall St. Rank hold SLI as of Q2 2026.

Meriwether Wealth & Planning held 51,545 shares of Standard Lithium worth $142K as of Q2 2026.
Meriwether Wealth & Planning left its Standard Lithium share count unchanged in Q2 2026.
Standard Lithium made up 0.07% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #121 holding.
Meriwether Wealth & Planning first reported a position in Standard Lithium in Q4 2024 and has held it in 7 quarters since.
Meriwether Wealth & Planning's Standard Lithium position peaked at $206K in Q4 2025.
137 funds tracked by Wall St. Rank held Standard Lithium as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.