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Caldwell Trust’s Agnico Eagle Mines AEM Stock Holding History

Caldwell Trust’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 		$28.7K Sell
185
-185
-50% -$34.3K ﹤0.01% 560
2026
Q1 		$75.1K Hold
370
– – 0.01% 440
2025
Q4 		$62.7K Buy
+370
New +$62.2K 0.01% 452
2024
Q1 		– Sell
-79
Closed -$4.33K – 704
2023
Q4 		$4.33K Buy
+79
New +$3.95K ﹤0.01% 660

Other funds holding AEM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Caldwell Trust's AEM Position: Q2 2026 in Review

Caldwell Trust reduced its Agnico Eagle Mines (AEM) stake by 50% in Q2 2026, selling an estimated $34.3K and leaving 185 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Caldwell Trust first reported a position in AEM in Q4 2023 and has held it in 4 quarters since. The position peaked at $75.1K in Q1 2026. 1,053 funds tracked by Wall St. Rank hold AEM as of Q2 2026.

  • Caldwell Trust held 185 shares of Agnico Eagle Mines worth $28.7K as of Q2 2026.
  • Caldwell Trust sold 185 Agnico Eagle Mines shares in Q2 2026, an estimated $34.3K.
  • Agnico Eagle Mines made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #560 holding.
  • Caldwell Trust first reported a position in Agnico Eagle Mines in Q4 2023 and has held it in 4 quarters since.
  • Caldwell Trust's Agnico Eagle Mines position peaked at $75.1K in Q1 2026.
  • 1,053 funds tracked by Wall St. Rank held Agnico Eagle Mines as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.