Cabot Wealth Management
AG icon

Cabot Wealth Management’s First Majestic Silver AG Stock Holding History

Cabot Wealth Management’s Portfolio AG Stock Details AG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$200K Hold
11,290
– – 0.02% 151
2026
Q2 		$191K Hold
11,290
– – 0.02% 141
2026
Q1 		$243K Hold
11,290
– – 0.03% 127
2025
Q4 		$188K Buy
+11,290
New +$157K 0.02% 137

Other funds holding AG

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cabot Wealth Management's AG Position: Q3 2026 in Review

Cabot Wealth Management held its First Majestic Silver (AG) position steady in Q3 2026 at 11,290 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #151.

Cabot Wealth Management first reported a position in AG in Q4 2025 and has held it in 4 quarters since. The position peaked at $243K in Q1 2026. 162 funds tracked by Wall St. Rank hold AG as of Q3 2026.

  • Cabot Wealth Management held 11,290 shares of First Majestic Silver worth $200K as of Q3 2026.
  • Cabot Wealth Management left its First Majestic Silver share count unchanged in Q3 2026.
  • First Majestic Silver made up 0.02% of Cabot Wealth Management's portfolio in Q3 2026, its #151 holding.
  • Cabot Wealth Management first reported a position in First Majestic Silver in Q4 2025 and has held it in 4 quarters since.
  • Cabot Wealth Management's First Majestic Silver position peaked at $243K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held First Majestic Silver as of Q3 2026.

Based on Cabot Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.