Avantax Planning Partners’s Agnico Eagle Mines AEM Stock Holding History

Avantax Planning Partners’s Portfolio AEM Stock Details AEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$450K	Sell	2,903 -100	-3%	-$18.5K	0.01%	306
2026 Q1	$610K	Buy	3,003 +216	+8%	+$45K	0.02%	249
2025 Q4	$472K	Hold	2,787	–	–	0.01%	280
2025 Q3	$470K	Sell	2,787 -77	-3%	-$10.6K	0.01%	278
2025 Q2	$341K	Buy	2,864 +77	+3%	+$8.94K	0.01%	330
2025 Q1	$302K	Sell	2,787 -100	-3%	-$9.56K	0.01%	338
2024 Q4	$226K	Hold	2,887	–	–	0.01%	389
2024 Q3	$233K	Buy	+2,887	New	+$224K	0.01%	390
2020 Q4	–	Sell	-2,787	Closed	-$222K	–	289
2020 Q3	$222K	Buy	+2,787	New	+$213K	0.01%	268
2018 Q4	–	Sell	-2,940	Closed	-$101K	–	291
2018 Q3	$101K	Buy	+2,940	New	+$114K	0.01%	345
2018 Q2	–	Sell	-2,940	Closed	-$124K	–	257
2018 Q1	$124K	Buy	+2,940	New	+$127K	0.01%	369

Other funds holding AEM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Avantax Planning Partners's AEM Position: Q2 2026 in Review

Avantax Planning Partners reduced its Agnico Eagle Mines (AEM) stake by 3.3% in Q2 2026, selling an estimated $18.5K and leaving 2,903 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #306.

Avantax Planning Partners first reported a position in AEM in Q1 2018 and has held it in 11 quarters since. The position peaked at $610K in Q1 2026. 1,054 funds tracked by Wall St. Rank hold AEM as of Q2 2026.

Avantax Planning Partners held 2,903 shares of Agnico Eagle Mines worth $450K as of Q2 2026.
Avantax Planning Partners sold 100 Agnico Eagle Mines shares in Q2 2026, an estimated $18.5K.
Agnico Eagle Mines made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #306 holding.
Avantax Planning Partners first reported a position in Agnico Eagle Mines in Q1 2018 and has held it in 11 quarters since.
Avantax Planning Partners's Agnico Eagle Mines position peaked at $610K in Q1 2026.
1,054 funds tracked by Wall St. Rank held Agnico Eagle Mines as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.