Morgan Stanley’s Lifezone Metals LZM Stock Holding History

Morgan Stanley’s Portfolio LZM Stock Details LZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$481K	Sell	123,971 -13,454	-10%	-$62.8K	﹤0.01%	5574
2026 Q1	$462K	Sell	137,425 -1,111	-0.8%	-$5.16K	﹤0.01%	5528
2025 Q4	$592K	Buy	138,536 +7,559	+6%	+$34.1K	﹤0.01%	5424
2025 Q3	$718K	Buy	130,977 +7,875	+6%	+$36.2K	﹤0.01%	5331
2025 Q2	$507K	Buy	123,102 +69,938	+132%	+$260K	﹤0.01%	5452
2025 Q1	$222K	Sell	53,164 -40,144	-43%	-$224K	﹤0.01%	5689
2024 Q4	$648K	Sell	93,308 -2,793	-3%	-$18.7K	﹤0.01%	5311
2024 Q3	$673K	Buy	96,101 +38,715	+67%	+$271K	﹤0.01%	5259
2024 Q2	$441K	Buy	57,386 +25,115	+78%	+$196K	﹤0.01%	5349
2024 Q1	$248K	Buy	+32,271	New	+$211K	﹤0.01%	5647

Other funds holding LZM

CCM

Cinctive Capital Management New York $2.72B AUM 43.27% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley's LZM Position: Q2 2026 in Review

Morgan Stanley reduced its Lifezone Metals (LZM) stake by 9.8% in Q2 2026, selling an estimated $62.8K and leaving 123,971 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #5574.

Morgan Stanley first reported a position in LZM in Q1 2024 and has held it in 10 quarters since. The position peaked at $718K in Q3 2025. 88 funds tracked by Wall St. Rank hold LZM as of Q2 2026.

Morgan Stanley held 123,971 shares of Lifezone Metals worth $481K as of Q2 2026.
Morgan Stanley sold 13,454 Lifezone Metals shares in Q2 2026, an estimated $62.8K.
Lifezone Metals made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5574 holding.
Morgan Stanley first reported a position in Lifezone Metals in Q1 2024 and has held it in 10 quarters since.
Morgan Stanley's Lifezone Metals position peaked at $718K in Q3 2025.
88 funds tracked by Wall St. Rank held Lifezone Metals as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.