JCM
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Junto Capital Management’s STMicroelectronics STM Stock Holding History

Junto Capital Management’s Portfolio STM Stock Details STM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,193,416
Closed -$66.7M – 106
2025
Q2 		$66.7M Buy
2,193,416
+801,587
+58% +$19.9M 1.39% 24
2025
Q1 		$30.6M Buy
+1,391,829
New +$34.2M 0.64% 63

Other funds holding STM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
ACM
Analog Century Management New York $2.73B AUM 298.81% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Junto Capital Management's STM Position: Q3 2025 in Review

Junto Capital Management sold out of STMicroelectronics (STM) in Q3 2025, closing a stake of 2,193,416 shares — an estimated $66.7M sold.

Junto Capital Management first reported a position in STM in Q1 2025 and held it in 2 quarters. The position peaked at $66.7M in Q2 2025. 326 funds tracked by Wall St. Rank hold STM as of Q3 2025.

  • Junto Capital Management reported no remaining STMicroelectronics position as of Q3 2025 after selling out during the quarter.
  • Junto Capital Management sold 2,193,416 STMicroelectronics shares in Q3 2025, an estimated $66.7M.
  • Junto Capital Management first reported a position in STMicroelectronics in Q1 2025 and held it in 2 quarters.
  • Junto Capital Management's STMicroelectronics position peaked at $66.7M in Q2 2025.
  • 326 funds tracked by Wall St. Rank held STMicroelectronics as of Q3 2025.

Based on Junto Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.