Muhlenkamp & Co’s Agnico Eagle Mines AEM Stock Holding History

Muhlenkamp & Co’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
2026 Q1	$28.1M	Sell	138,588 -12,681	-8%	-$2.64M	7.41%	1
2025 Q4	$25.6M	Sell	151,269 -42	-0%	-$7.06K	6.9%	2
2025 Q3	$25.5M	Buy	151,311 +24	+0%	+$3.3K	6.93%	1
2025 Q2	$18M	Buy	151,287 +35	+0%	+$4.06K	5.61%	7
2025 Q1	$16.4M	Buy	151,252 +720	+0.5%	+$68.8K	5.36%	6
2024 Q4	$11.8M	Buy	+150,532	New	+$12.4M	3.57%	14

Other funds holding AEM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Muhlenkamp & Co's AEM Position: Q1 2026 in Review

Muhlenkamp & Co reduced its Agnico Eagle Mines (AEM) stake by 8.4% in Q1 2026, selling an estimated $2.64M and leaving 138,588 shares worth $28.1M. The position accounts for 7.41% of the portfolio, ranked #1.

Muhlenkamp & Co first reported a position in AEM in Q4 2024 and has held it in 6 quarters since. 1,111 funds tracked by Wall St. Rank hold AEM as of Q1 2026.

Muhlenkamp & Co held 138,588 shares of Agnico Eagle Mines worth $28.1M as of Q1 2026.
Muhlenkamp & Co sold 12,681 Agnico Eagle Mines shares in Q1 2026, an estimated $2.64M.
Agnico Eagle Mines made up 7.41% of Muhlenkamp & Co's portfolio in Q1 2026, its #1 holding.
Muhlenkamp & Co first reported a position in Agnico Eagle Mines in Q4 2024 and has held it in 6 quarters since.
1,111 funds tracked by Wall St. Rank held Agnico Eagle Mines as of Q1 2026.

Based on Muhlenkamp & Co's 13F filing for Q1 2026, filed 6 May 2026.