LIM
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Lingotto Investment Management’s First Majestic Silver AG Stock Holding History

Lingotto Investment Management’s Portfolio AG Stock Details AG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$90.5M Sell
5,334,603
-4,681,452
-47% -$92.8M 1.94% 13
2026
Q1 		$215M Sell
10,016,055
-30,863
-0.3% -$711K 4.25% 11
2025
Q4 		$167M Buy
10,046,918
+24,228
+0.2% +$337K 2.92% 10
2025
Q3 		$123M Buy
10,022,690
+58,594
+0.6% +$543K 2.28% 12
2025
Q2 		$82.4M Buy
9,964,096
+213,577
+2% +$1.44M 1.75% 12
2025
Q1 		$65.2M Buy
+9,750,519
New +$58.1M 1.7% 11

Other funds holding AG

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Lingotto Investment Management's AG Position: Q2 2026 in Review

Lingotto Investment Management reduced its First Majestic Silver (AG) stake by 47% in Q2 2026, selling an estimated $92.8M and leaving 5,334,603 shares worth $90.5M. The position accounts for 1.94% of the portfolio, ranked #13.

Lingotto Investment Management first reported a position in AG in Q1 2025 and has held it in 6 quarters since. The position peaked at $215M in Q1 2026. 348 funds tracked by Wall St. Rank hold AG as of Q2 2026.

  • Lingotto Investment Management held 5,334,603 shares of First Majestic Silver worth $90.5M as of Q2 2026.
  • Lingotto Investment Management sold 4,681,452 First Majestic Silver shares in Q2 2026, an estimated $92.8M.
  • First Majestic Silver made up 1.94% of Lingotto Investment Management's portfolio in Q2 2026, its #13 holding.
  • Lingotto Investment Management first reported a position in First Majestic Silver in Q1 2025 and has held it in 6 quarters since.
  • Lingotto Investment Management's First Majestic Silver position peaked at $215M in Q1 2026.
  • 348 funds tracked by Wall St. Rank held First Majestic Silver as of Q2 2026.

Based on Lingotto Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.