Caldwell Investment Management’s Agnico Eagle Mines AEM Stock Holding History

Caldwell Investment Management’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 Q1	$7.1M	Sell	37,000 -10,200	-22%	-$2.12M	2.78%	11
2025 Q4	$8.1M	Sell	47,200 -11,500	-20%	-$1.93M	4.98%	5
2025 Q3	$9.79M	Hold	58,700	–	–	6.43%	5
2025 Q2	$6.98M	Sell	58,700 -20,400	-26%	-$2.37M	6.05%	4
2025 Q1	$8.46M	Sell	79,100 -8,600	-10%	-$822K	6.28%	5
2024 Q4	$6.81M	Buy	87,700 +9,400	+12%	+$775K	4.59%	5
2024 Q3	$6.41M	Sell	78,300 -4,800	-6%	-$372K	4.49%	6
2024 Q2	$5.43M	Buy	+83,100	New	+$5.42M	4.09%	8

Other funds holding AEM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Caldwell Investment Management's AEM Position: Q1 2026 in Review

Caldwell Investment Management reduced its Agnico Eagle Mines (AEM) stake by 22% in Q1 2026, selling an estimated $2.12M and leaving 37,000 shares worth $7.1M. The position accounts for 2.78% of the portfolio, ranked #11.

Caldwell Investment Management first reported a position in AEM in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.79M in Q3 2025. 1,111 funds tracked by Wall St. Rank hold AEM as of Q1 2026.

Caldwell Investment Management held 37,000 shares of Agnico Eagle Mines worth $7.1M as of Q1 2026.
Caldwell Investment Management sold 10,200 Agnico Eagle Mines shares in Q1 2026, an estimated $2.12M.
Agnico Eagle Mines made up 2.78% of Caldwell Investment Management's portfolio in Q1 2026, its #11 holding.
Caldwell Investment Management first reported a position in Agnico Eagle Mines in Q2 2024 and has held it in 8 quarters since.
Caldwell Investment Management's Agnico Eagle Mines position peaked at $9.79M in Q3 2025.
1,111 funds tracked by Wall St. Rank held Agnico Eagle Mines as of Q1 2026.

Based on Caldwell Investment Management's 13F filing for Q1 2026, filed 14 May 2026.