Caldwell Trust’s Akamai AKAM Stock Holding History

Caldwell Trust’s Portfolio AKAM Stock Details AKAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,000	Closed	-$95.7K	–	752
2024 Q4	$95.7K	Hold	1,000	–	–	0.01%	382
2024 Q3	$101K	Hold	1,000	–	–	0.01%	377
2024 Q2	$90.1K	Hold	1,000	–	–	0.01%	391
2024 Q1	$109K	Hold	1,000	–	–	0.01%	374
2023 Q4	$118K	Hold	1,000	–	–	0.01%	350
2023 Q3	$107K	Hold	1,000	–	–	0.01%	352
2023 Q2	$89.9K	Hold	1,000	–	–	0.01%	369
2023 Q1	$78.3K	Hold	1,000	–	–	0.01%	377
2022 Q4	$84.3K	Hold	1,000	–	–	0.01%	363
2022 Q3	$80.3K	Hold	1,000	–	–	0.01%	364
2022 Q2	$91.3K	Hold	1,000	–	–	0.01%	368
2022 Q1	$119K	Hold	1,000	–	–	0.01%	348
2021 Q4	$117K	Hold	1,000	–	–	0.01%	353
2021 Q3	$105K	Hold	1,000	–	–	0.01%	354
2021 Q2	$117K	Hold	1,000	–	–	0.02%	338
2021 Q1	$102K	Sell	1,000 -152	-13%	-$15.7K	0.01%	348
2020 Q4	$121K	Hold	1,152	–	–	0.02%	312
2020 Q3	$127K	Hold	1,152	–	–	0.02%	296
2020 Q2	$123K	Hold	1,152	–	–	0.02%	299
2020 Q1	$105K	Hold	1,152	–	–	0.02%	313
2019 Q4	$99.5K	Buy	+1,152	New	+$101K	0.02%	362

Other funds holding AKAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Caldwell Trust's AKAM Position: Q1 2025 in Review

Caldwell Trust sold out of Akamai (AKAM) in Q1 2025, closing a stake of 1,000 shares — an estimated $95.7K sold.

Caldwell Trust first reported a position in AKAM in Q4 2019 and held it in 21 quarters. The position peaked at $127K in Q3 2020. 657 funds tracked by Wall St. Rank hold AKAM as of Q1 2025.

Caldwell Trust reported no remaining Akamai position as of Q1 2025 after selling out during the quarter.
Caldwell Trust sold 1,000 Akamai shares in Q1 2025, an estimated $95.7K.
Caldwell Trust first reported a position in Akamai in Q4 2019 and held it in 21 quarters.
Caldwell Trust's Akamai position peaked at $127K in Q3 2020.
657 funds tracked by Wall St. Rank held Akamai as of Q1 2025.

Based on Caldwell Trust's 13F filing for Q1 2025, filed 23 Sep 2025.