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 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 $1.53B AUM 48.83% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley's LZM Position: Q1 2026 in Review

Morgan Stanley reduced its Lifezone Metals (LZM) stake by 0.8% in Q1 2026, selling an estimated $5.16K and leaving 137,425 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #5528.

Morgan Stanley first reported a position in LZM in Q1 2024 and has held it in 9 quarters since. The position peaked at $718K in Q3 2025. 86 funds tracked by Wall St. Rank hold LZM as of Q1 2026.

Morgan Stanley held 137,425 shares of Lifezone Metals worth $462K as of Q1 2026.
Morgan Stanley sold 1,111 Lifezone Metals shares in Q1 2026, an estimated $5.16K.
Lifezone Metals made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5528 holding.
Morgan Stanley first reported a position in Lifezone Metals in Q1 2024 and has held it in 9 quarters since.
Morgan Stanley's Lifezone Metals position peaked at $718K in Q3 2025.
86 funds tracked by Wall St. Rank held Lifezone Metals as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.