Meridian Wealth Management
CTM icon

Meridian Wealth Management’s Castellum CTM Stock Holding History

Meridian Wealth Management’s Portfolio CTM Stock Details CTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$569K Buy
907,100
+43,900
+5% +$28.3K 0.02% 506
2026
Q2 		$621K Buy
863,200
+77,400
+10% +$55.1K 0.02% 485
2026
Q1 		$463K Buy
785,800
+40,650
+5% +$36.3K 0.02% 535
2025
Q4 		$673K Buy
745,150
+60,550
+9% +$64.7K 0.02% 431
2025
Q3 		$746K Buy
684,600
+67,800
+11% +$78.8K 0.03% 389
2025
Q2 		$648K Buy
616,800
+36,000
+6% +$37K 0.03% 394
2025
Q1 		$616K Sell
580,800
-8,600
-1% -$9.14K 0.03% 376
2024
Q4 		$1.18M Sell
589,400
-15,300
-3% -$4.88K 0.06% 262
2024
Q3 		$106K Sell
604,700
-6,000
-1% -$1.04K 0.01% 614
2024
Q2 		$114K Buy
+610,700
New +$141K 0.01% 280
2024
Q1 		– Sell
-503,500
Closed -$150K – 256
2023
Q4 		$150K Buy
503,500
+278,500
+124% +$75.2K 0.01% 575
2023
Q3 		$51.8K Buy
225,000
+69,000
+44% +$25.7K ﹤0.01% 533
2023
Q2 		$78K Sell
156,000
-31,300
-17% -$25.9K 0.01% 533
2023
Q1 		$204K Buy
187,300
+68,300
+57% +$75.9K 0.02% 508
2022
Q4 		$150K Buy
+119,000
New +$123K 0.01% 501

Other funds holding CTM

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Savvy Advisors Inc
Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Meridian Wealth Management's CTM Position: Q3 2026 in Review

Meridian Wealth Management increased its Castellum (CTM) stake by 5.1% in Q3 2026, buying an estimated $28.3K and bringing the position to 907,100 shares worth $569K. The position accounts for 0.02% of the portfolio, ranked #506.

Meridian Wealth Management first reported a position in CTM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.18M in Q4 2024. 29 funds tracked by Wall St. Rank hold CTM as of Q3 2026.

  • Meridian Wealth Management held 907,100 shares of Castellum worth $569K as of Q3 2026.
  • Meridian Wealth Management bought 43,900 Castellum shares in Q3 2026, an estimated $28.3K.
  • Castellum made up 0.02% of Meridian Wealth Management's portfolio in Q3 2026, its #506 holding.
  • Meridian Wealth Management first reported a position in Castellum in Q4 2022 and has held it in 15 quarters since.
  • Meridian Wealth Management's Castellum position peaked at $1.18M in Q4 2024.
  • 29 funds tracked by Wall St. Rank held Castellum as of Q3 2026.

Based on Meridian Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.