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Campbell & Co Investment Adviser’s Core & Main CNM Stock Holding History

Campbell & Co Investment Adviser’s Portfolio CNM Stock Details CNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25M Buy
25,951
+9,075
+54% +$449K 0.07% 477
2026
Q1 		$834K Buy
16,876
+2,916
+21% +$157K 0.05% 568
2025
Q4 		$726K Buy
13,960
+5,476
+65% +$281K 0.03% 689
2025
Q3 		$457K Sell
8,484
-18,191
-68% -$1.1M 0.03% 767
2025
Q2 		$1.61M Buy
+26,675
New +$1.43M 0.1% 307

Other funds holding CNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Campbell & Co Investment Adviser's CNM Position: Q2 2026 in Review

Campbell & Co Investment Adviser increased its Core & Main (CNM) stake by 54% in Q2 2026, buying an estimated $449K and bringing the position to 25,951 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #477.

Campbell & Co Investment Adviser first reported a position in CNM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.61M in Q2 2025. 454 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

  • Campbell & Co Investment Adviser held 25,951 shares of Core & Main worth $1.25M as of Q2 2026.
  • Campbell & Co Investment Adviser bought 9,075 Core & Main shares in Q2 2026, an estimated $449K.
  • Core & Main made up 0.07% of Campbell & Co Investment Adviser's portfolio in Q2 2026, its #477 holding.
  • Campbell & Co Investment Adviser first reported a position in Core & Main in Q2 2025 and has held it in 5 quarters since.
  • Campbell & Co Investment Adviser's Core & Main position peaked at $1.61M in Q2 2025.
  • 454 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.