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 Q2	$465K	Sell	3,000 -34,000	-92%	-$6.3M	0.31%	32
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

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

Caldwell Investment Management's AEM Position: Q2 2026 in Review

Caldwell Investment Management reduced its Agnico Eagle Mines (AEM) stake by 92% in Q2 2026, selling an estimated $6.3M and leaving 3,000 shares worth $465K. The position accounts for 0.31% of the portfolio, ranked #32.

Caldwell Investment Management first reported a position in AEM in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.79M in Q3 2025. 1,054 funds tracked by Wall St. Rank hold AEM as of Q2 2026.

Caldwell Investment Management held 3,000 shares of Agnico Eagle Mines worth $465K as of Q2 2026.
Caldwell Investment Management sold 34,000 Agnico Eagle Mines shares in Q2 2026, an estimated $6.3M.
Agnico Eagle Mines made up 0.31% of Caldwell Investment Management's portfolio in Q2 2026, its #32 holding.
Caldwell Investment Management first reported a position in Agnico Eagle Mines in Q2 2024 and has held it in 9 quarters since.
Caldwell Investment Management's Agnico Eagle Mines position peaked at $9.79M in Q3 2025.
1,054 funds tracked by Wall St. Rank held Agnico Eagle Mines as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.