Lee Johnson Capital Management’s AngloGold Ashanti AU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$576K Sell
5,916
-7,493
-56% -$769K 0.21% 60
2025
Q4
$1.14M Sell
13,409
-3,932
-23% -$307K 0.39% 50
2025
Q3
$1.22M Buy
17,341
+64
+0.4% +$3.58K 0.41% 55
2025
Q2
$787K Buy
+17,277
New +$744K 0.27% 47

Other funds holding AU

Lee Johnson Capital Management's AU Position: Q1 2026 in Review

Lee Johnson Capital Management reduced its AngloGold Ashanti (AU) stake by 56% in Q1 2026, selling an estimated $769K and leaving 5,916 shares worth $576K. The position accounts for 0.21% of the portfolio, ranked #60.

Lee Johnson Capital Management first reported a position in AU in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.22M in Q3 2025. 561 funds tracked by Wall St. Rank hold AU as of Q1 2026.

  • Lee Johnson Capital Management held 5,916 shares of AngloGold Ashanti worth $576K as of Q1 2026.
  • Lee Johnson Capital Management sold 7,493 AngloGold Ashanti shares in Q1 2026, an estimated $769K.
  • AngloGold Ashanti made up 0.21% of Lee Johnson Capital Management's portfolio in Q1 2026, its #60 holding.
  • Lee Johnson Capital Management first reported a position in AngloGold Ashanti in Q2 2025 and has held it in 4 quarters since.
  • Lee Johnson Capital Management's AngloGold Ashanti position peaked at $1.22M in Q3 2025.
  • 561 funds tracked by Wall St. Rank held AngloGold Ashanti as of Q1 2026.

Based on Lee Johnson Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.