LJCM
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Lee Johnson Capital Management’s Cameco CCJ Stock Holding History

Lee Johnson Capital Management’s Portfolio CCJ Stock Details CCJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$463K Sell
4,262
-4,357
-51% -$499K 0.17% 66
2025
Q4 		$789K Sell
8,619
-2,151
-20% -$194K 0.27% 58
2025
Q3 		$903K Buy
10,770
+127
+1% +$9.85K 0.3% 61
2025
Q2 		$790K Buy
+10,643
New +$568K 0.27% 46

Other funds holding CCJ

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Lee Johnson Capital Management reduced its Cameco (CCJ) stake by 51% in Q1 2026, selling an estimated $499K and leaving 4,262 shares worth $463K. The position accounts for 0.17% of the portfolio, ranked #66.

Lee Johnson Capital Management first reported a position in CCJ in Q2 2025 and has held it in 4 quarters since. The position peaked at $903K in Q3 2025. 1,015 funds tracked by Wall St. Rank hold CCJ as of Q1 2026.

  • Lee Johnson Capital Management held 4,262 shares of Cameco worth $463K as of Q1 2026.
  • Lee Johnson Capital Management sold 4,357 Cameco shares in Q1 2026, an estimated $499K.
  • Cameco made up 0.17% of Lee Johnson Capital Management's portfolio in Q1 2026, its #66 holding.
  • Lee Johnson Capital Management first reported a position in Cameco in Q2 2025 and has held it in 4 quarters since.
  • Lee Johnson Capital Management's Cameco position peaked at $903K in Q3 2025.
  • 1,015 funds tracked by Wall St. Rank held Cameco as of Q1 2026.

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