Position in LZM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$481,004
+$19,259 QoQ
Shares Held
123,971
-9.8% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 89 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in LZM Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026MORGAN STANLEY holds $2,313,061,587 across 51 Other Industrial Metals & Mining names. LZM ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHP |
BHP Group Ltd
|
10,435,371 | $869,370,754 | |
| 2 | RIO |
Rio Tinto PLC
|
4,853,229 | $460,717,023 | |
| 3 | VALE |
Vale S.A.
|
27,894,968 | $419,540,315 | |
| 4 | MP |
MP Materials Corp. / DE
|
4,772,611 | $267,313,936 | |
| 5 | MTRN |
MATERION Corp
|
411,140 | $122,268,921 | |
| 6 | USAR |
USA Rare Earth, Inc.
|
1,289,496 | $27,827,320 | |
| 7 | LAC |
Lithium Americas Corp.
|
5,659,053 | $21,787,351 | |
| 8 | SKE |
Skeena Resources Ltd
|
578,508 | $15,423,020 |
All Filings in LZM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,004 | 123,971 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $461,745 | 137,425 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $591,547 | 138,536 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $717,752 | 130,977 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $507,179 | 123,102 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $222,224 | 53,164 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $648,488 | 93,308 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $672,707 | 96,101 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $440,722 | 57,386 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $247,517 | 32,271 | Shares | Defined | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||