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 Q2	$21.5M	Sell	138,521 -67	-0%	-$12.4K	6.22%	3
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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Muhlenkamp & Co's AEM Position: Q2 2026 in Review

Muhlenkamp & Co reduced its Agnico Eagle Mines (AEM) stake by 0.05% in Q2 2026, selling an estimated $12.4K and leaving 138,521 shares worth $21.5M. The position accounts for 6.22% of the portfolio, ranked #3.

Muhlenkamp & Co first reported a position in AEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $28.1M in Q1 2026. 1,054 funds tracked by Wall St. Rank hold AEM as of Q2 2026.

Muhlenkamp & Co held 138,521 shares of Agnico Eagle Mines worth $21.5M as of Q2 2026.
Muhlenkamp & Co sold 67 Agnico Eagle Mines shares in Q2 2026, an estimated $12.4K.
Agnico Eagle Mines made up 6.22% of Muhlenkamp & Co's portfolio in Q2 2026, its #3 holding.
Muhlenkamp & Co first reported a position in Agnico Eagle Mines in Q4 2024 and has held it in 7 quarters since.
Muhlenkamp & Co's Agnico Eagle Mines position peaked at $28.1M in Q1 2026.
1,054 funds tracked by Wall St. Rank held Agnico Eagle Mines as of Q2 2026.

Based on Muhlenkamp & Co's 13F filing for Q2 2026, filed 18 Aug 2026.