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KLCM Advisors’s Core & Main CNM Stock Holding History

KLCM Advisors’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 		$676K Buy
14,000
+9,000
+180% +$445K 0.05% 161
2026
Q1 		$247K Buy
5,000
+1,000
+25% +$53.8K 0.02% 225
2025
Q4 		$208K Sell
4,000
-1,400
-26% -$71.8K 0.02% 235
2025
Q3 		$291K Buy
+5,400
New +$327K 0.03% 141

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 $3.37T AUM 44.26% 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

KLCM Advisors's CNM Position: Q2 2026 in Review

KLCM Advisors increased its Core & Main (CNM) stake by 180% in Q2 2026, buying an estimated $445K and bringing the position to 14,000 shares worth $676K. The position accounts for 0.05% of the portfolio, ranked #161.

KLCM Advisors first reported a position in CNM in Q3 2025 and has held it in 4 quarters since. 454 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

  • KLCM Advisors held 14,000 shares of Core & Main worth $676K as of Q2 2026.
  • KLCM Advisors bought 9,000 Core & Main shares in Q2 2026, an estimated $445K.
  • Core & Main made up 0.05% of KLCM Advisors's portfolio in Q2 2026, its #161 holding.
  • KLCM Advisors first reported a position in Core & Main in Q3 2025 and has held it in 4 quarters since.
  • 454 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on KLCM Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.