Cape Investment Advisory’s Critical Metals Corp CRML Stock Holding History

Cape Investment Advisory’s Portfolio CRML Stock Details CRML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-115	Closed	-$798	–	1260
2025 Q4	$798	Buy	+115	New	+$1.25K	﹤0.01%	1213

Other funds holding CRML

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

Cape Investment Advisory's CRML Position: Q1 2026 in Review

Cape Investment Advisory sold out of Critical Metals Corp (CRML) in Q1 2026, closing a stake of 115 shares — an estimated $798 sold.

Cape Investment Advisory first reported a position in CRML in Q4 2025 and held it in 1 quarter. The position peaked at $798 in Q4 2025. 166 funds tracked by Wall St. Rank hold CRML as of Q1 2026.

Cape Investment Advisory reported no remaining Critical Metals Corp position as of Q1 2026 after selling out during the quarter.
Cape Investment Advisory sold 115 Critical Metals Corp shares in Q1 2026, an estimated $798.
Cape Investment Advisory first reported a position in Critical Metals Corp in Q4 2025 and held it in 1 quarter.
Cape Investment Advisory's Critical Metals Corp position peaked at $798 in Q4 2025.
166 funds tracked by Wall St. Rank held Critical Metals Corp as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.