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Leith Wheeler Investment Counsel’s Core & Main CNM Stock Holding History

Leith Wheeler Investment Counsel’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 		$8.08M Sell
167,536
-1,489
-0.9% -$73.6K 0.61% 46
2026
Q1 		$8.35M Sell
169,025
-117
-0.1% -$6.3K 0.69% 43
2025
Q4 		$8.79M Sell
169,142
-5,849
-3% -$300K 0.66% 37
2025
Q3 		$9.42M Buy
174,991
+2,854
+2% +$173K 0.64% 39
2025
Q2 		$10.4M Buy
+172,137
New +$9.21M 0.74% 33

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

Leith Wheeler Investment Counsel's CNM Position: Q2 2026 in Review

Leith Wheeler Investment Counsel reduced its Core & Main (CNM) stake by 0.88% in Q2 2026, selling an estimated $73.6K and leaving 167,536 shares worth $8.08M. The position accounts for 0.61% of the portfolio, ranked #46.

Leith Wheeler Investment Counsel first reported a position in CNM in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.4M in Q2 2025. 453 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

  • Leith Wheeler Investment Counsel held 167,536 shares of Core & Main worth $8.08M as of Q2 2026.
  • Leith Wheeler Investment Counsel sold 1,489 Core & Main shares in Q2 2026, an estimated $73.6K.
  • Core & Main made up 0.61% of Leith Wheeler Investment Counsel's portfolio in Q2 2026, its #46 holding.
  • Leith Wheeler Investment Counsel first reported a position in Core & Main in Q2 2025 and has held it in 5 quarters since.
  • Leith Wheeler Investment Counsel's Core & Main position peaked at $10.4M in Q2 2025.
  • 453 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.