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Marshall & Sterling Wealth Advisors’s Agnico Eagle Mines AEM Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio AEM Stock Details AEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11
Closed -$1.85K – 345
2025
Q3 		$1.85K Buy
11
+5
+83% +$687 ﹤0.01% 561
2025
Q2 		$714 Buy
+6
New +$696 ﹤0.01% 593

Other funds holding AEM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's AEM Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Agnico Eagle Mines (AEM) in Q4 2025, closing a stake of 11 shares — an estimated $1.85K sold.

Marshall & Sterling Wealth Advisors first reported a position in AEM in Q2 2025 and held it in 2 quarters. The position peaked at $1.85K in Q3 2025. 1,054 funds tracked by Wall St. Rank hold AEM as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Agnico Eagle Mines position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 11 Agnico Eagle Mines shares in Q4 2025, an estimated $1.85K.
  • Marshall & Sterling Wealth Advisors first reported a position in Agnico Eagle Mines in Q2 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Agnico Eagle Mines position peaked at $1.85K in Q3 2025.
  • 1,054 funds tracked by Wall St. Rank held Agnico Eagle Mines as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.