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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KLCM Advisors's CNM Position: Q1 2026 in Review

KLCM Advisors increased its Core & Main (CNM) stake by 25% in Q1 2026, buying an estimated $53.8K and bringing the position to 5,000 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #225.

KLCM Advisors first reported a position in CNM in Q3 2025 and has held it in 3 quarters since. The position peaked at $291K in Q3 2025. 471 funds tracked by Wall St. Rank hold CNM as of Q1 2026.

  • KLCM Advisors held 5,000 shares of Core & Main worth $247K as of Q1 2026.
  • KLCM Advisors bought 1,000 Core & Main shares in Q1 2026, an estimated $53.8K.
  • Core & Main made up 0.02% of KLCM Advisors's portfolio in Q1 2026, its #225 holding.
  • KLCM Advisors first reported a position in Core & Main in Q3 2025 and has held it in 3 quarters since.
  • KLCM Advisors's Core & Main position peaked at $291K in Q3 2025.
  • 471 funds tracked by Wall St. Rank held Core & Main as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.