London & Capital Asset Management’s Cameco CCJ Stock Holding History

London & Capital Asset 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 Q2	$24M	Buy	235,661 +50,108	+27%	+$5.62M	0.22%	38
2026 Q1	$20.2M	Hold	185,553	–	–	0.22%	43
2025 Q4	$17M	Buy	+185,553	New	+$16.7M	0.18%	50

Other funds holding CCJ

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

London & Capital Asset Management's CCJ Position: Q2 2026 in Review

London & Capital Asset Management increased its Cameco (CCJ) stake by 27% in Q2 2026, buying an estimated $5.62M and bringing the position to 235,661 shares worth $24M. The position accounts for 0.22% of the portfolio, ranked #38.

London & Capital Asset Management first reported a position in CCJ in Q4 2025 and has held it in 3 quarters since. 808 funds tracked by Wall St. Rank hold CCJ as of Q2 2026.

London & Capital Asset Management held 235,661 shares of Cameco worth $24M as of Q2 2026.
London & Capital Asset Management bought 50,108 Cameco shares in Q2 2026, an estimated $5.62M.
Cameco made up 0.22% of London & Capital Asset Management's portfolio in Q2 2026, its #38 holding.
London & Capital Asset Management first reported a position in Cameco in Q4 2025 and has held it in 3 quarters since.
808 funds tracked by Wall St. Rank held Cameco as of Q2 2026.

Based on London & Capital Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.