SWIM
LAC

Smallwood Wealth Investment Management’s Lithium Americas LAC Stock Holding History

Smallwood Wealth Investment 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 		$15.9K Buy
4,121
+1,011
+33% +$4.81K 0.01% 293
2026
Q1 		$12.3K Buy
+3,110
New +$15.3K 0.01% 311

Other funds holding LAC

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
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
CWGL
Cedrus Wealth Group LLC Andover, Minnesota $115M AUM
RWM
Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Smallwood Wealth Investment Management's LAC Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Lithium Americas (LAC) stake by 33% in Q2 2026, buying an estimated $4.81K and bringing the position to 4,121 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #293.

Smallwood Wealth Investment Management first reported a position in LAC in Q1 2026 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold LAC as of Q2 2026.

  • Smallwood Wealth Investment Management held 4,121 shares of Lithium Americas worth $15.9K as of Q2 2026.
  • Smallwood Wealth Investment Management bought 1,011 Lithium Americas shares in Q2 2026, an estimated $4.81K.
  • Lithium Americas made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #293 holding.
  • Smallwood Wealth Investment Management first reported a position in Lithium Americas in Q1 2026 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held Lithium Americas as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.