S&CO Inc’s MP Materials MP Stock Holding History

S&CO Inc’s Portfolio MP Stock Details MP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$289K	Hold	6,000	–	–	0.02%	194
2025 Q4	$303K	Sell	6,000 -500	-8%	-$31.7K	0.02%	191
2025 Q3	$435K	Sell	6,500 -1,500	-19%	-$94.4K	0.03%	174
2025 Q2	$266K	Buy	+8,000	New	+$204K	0.02%	203
2024 Q4	–	Sell	-11,000	Closed	-$194K	–	217
2024 Q3	$194K	Hold	11,000	–	–	0.01%	213
2024 Q2	$140K	Buy	+11,000	New	+$173K	0.01%	215

Other funds holding MP

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

S&CO Inc's MP Position: Q1 2026 in Review

S&CO Inc held its MP Materials (MP) position steady in Q1 2026 at 6,000 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #194.

S&CO Inc first reported a position in MP in Q2 2024 and has held it in 6 quarters since. The position peaked at $435K in Q3 2025. 710 funds tracked by Wall St. Rank hold MP as of Q1 2026.

S&CO Inc held 6,000 shares of MP Materials worth $289K as of Q1 2026.
S&CO Inc left its MP Materials share count unchanged in Q1 2026.
MP Materials made up 0.02% of S&CO Inc's portfolio in Q1 2026, its #194 holding.
S&CO Inc first reported a position in MP Materials in Q2 2024 and has held it in 6 quarters since.
S&CO Inc's MP Materials position peaked at $435K in Q3 2025.
710 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on S&CO Inc's 13F filing for Q1 2026, filed 7 May 2026.