SWM
LAC

SHP Wealth Management’s Lithium Americas LAC Stock Holding History

SHP Wealth Management’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
Q2 		$11.8K Hold
3,052
– – ﹤0.01% 917
2026
Q1 		$12.1K Hold
3,052
– – ﹤0.01% 851
2025
Q4 		$13.3K Buy
+3,052
New +$17.6K ﹤0.01% 765

Other funds holding LAC

GMH
General Motors Holdings Detroit, Michigan $79.8M AUM 24.73% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SHP Wealth Management's LAC Position: Q2 2026 in Review

SHP Wealth Management held its Lithium Americas (LAC) position steady in Q2 2026 at 3,052 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

SHP Wealth Management first reported a position in LAC in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.3K in Q4 2025. 151 funds tracked by Wall St. Rank hold LAC as of Q2 2026.

  • SHP Wealth Management held 3,052 shares of Lithium Americas worth $11.8K as of Q2 2026.
  • SHP Wealth Management left its Lithium Americas share count unchanged in Q2 2026.
  • Lithium Americas made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #917 holding.
  • SHP Wealth Management first reported a position in Lithium Americas in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Lithium Americas position peaked at $13.3K in Q4 2025.
  • 151 funds tracked by Wall St. Rank held Lithium Americas as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.