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Medallion Wealth Advisors’s Costamare CMRE Stock Holding History

Medallion Wealth Advisors’s Portfolio CMRE Stock Details CMRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11K Hold
650
– – ﹤0.01% 750
2025
Q4 		$10.3K Hold
650
– – ﹤0.01% 744
2025
Q3 		$7.74K Hold
650
– – ﹤0.01% 793
2025
Q2 		$5.84K Hold
650
– – ﹤0.01% 810
2025
Q1 		$6.68K Hold
650
– – ﹤0.01% 747
2024
Q4 		$8.35K Buy
+650
New +$8.94K ﹤0.01% 689

Other funds holding CMRE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Medallion Wealth Advisors's CMRE Position: Q1 2026 in Review

Medallion Wealth Advisors held its Costamare (CMRE) position steady in Q1 2026 at 650 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Medallion Wealth Advisors first reported a position in CMRE in Q4 2024 and has held it in 6 quarters since. 189 funds tracked by Wall St. Rank hold CMRE as of Q1 2026.

  • Medallion Wealth Advisors held 650 shares of Costamare worth $11K as of Q1 2026.
  • Medallion Wealth Advisors left its Costamare share count unchanged in Q1 2026.
  • Costamare made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #750 holding.
  • Medallion Wealth Advisors first reported a position in Costamare in Q4 2024 and has held it in 6 quarters since.
  • 189 funds tracked by Wall St. Rank held Costamare as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.