L.J. Altfest & Co’s Core & Main CNM Stock Holding History

L.J. Altfest & Co’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
2025 Q2	–	Sell	-7,217	Closed	-$349K	–	345
2025 Q1	$349K	Buy	7,217 +2,179	+43%	+$113K	0.04%	251
2024 Q4	$256K	Buy	+5,038	New	+$237K	0.03%	287

Other funds holding CNM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

L.J. Altfest & Co's CNM Position: Q2 2025 in Review

L.J. Altfest & Co sold out of Core & Main (CNM) in Q2 2025, closing a stake of 7,217 shares — an estimated $349K sold.

L.J. Altfest & Co first reported a position in CNM in Q4 2024 and held it in 2 quarters. The position peaked at $349K in Q1 2025. 447 funds tracked by Wall St. Rank hold CNM as of Q2 2025.

L.J. Altfest & Co reported no remaining Core & Main position as of Q2 2025 after selling out during the quarter.
L.J. Altfest & Co sold 7,217 Core & Main shares in Q2 2025, an estimated $349K.
L.J. Altfest & Co first reported a position in Core & Main in Q4 2024 and held it in 2 quarters.
L.J. Altfest & Co's Core & Main position peaked at $349K in Q1 2025.
447 funds tracked by Wall St. Rank held Core & Main as of Q2 2025.

Based on L.J. Altfest & Co's 13F filing for Q2 2025, filed 8 Aug 2025.