NKCFO LLC’s Agnico Eagle Mines AEM Stock Holding History

NKCFO LLC’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	$42.9M	Sell	211,533 -100,600	-32%	-$20.9M	12.73%	1
2025 Q4	$52.9M	Hold	312,133	–	–	15.3%	1
2025 Q3	$52.6M	Hold	312,133	–	–	15.84%	1
2025 Q2	$37.1M	Sell	312,133 -6,500	-2%	-$754K	15.5%	1
2025 Q1	$34.5M	Sell	318,633 -11,500	-3%	-$1.1M	16.07%	1
2024 Q4	$25.8M	Sell	330,133 -12,000	-4%	-$989K	11.36%	2
2024 Q3	$27.6M	Buy	342,133 +17,400	+5%	+$1.35M	13.16%	1
2024 Q2	$21.2M	Hold	324,733	–	–	11.59%	2
2024 Q1	$19.4M	Sell	324,733 -2,000	-0.6%	-$102K	11.57%	2
2023 Q4	$17.9M	Sell	326,733 -3,000	-0.9%	-$150K	9.71%	2
2023 Q3	$15M	Sell	329,733 -9,000	-3%	-$441K	8.32%	3
2023 Q2	$16.9M	Hold	338,733	–	–	7.8%	2
2023 Q1	$17.3M	Sell	338,733 -9,348	-3%	-$480K	8.32%	1
2022 Q4	$18.1M	Buy	348,081 +335,050	+2,571%	+$15.8M	8.48%	1
2022 Q3	$550K	Sell	13,031 -239,143	-95%	-$10.3M	0.25%	34
2022 Q2	$11.5M	Hold	252,174	–	–	4.06%	6
2022 Q1	$15.4M	Buy	+252,174	New	+$13.6M	4.8%	4

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

NKCFO LLC's AEM Position: Q1 2026 in Review

NKCFO LLC reduced its Agnico Eagle Mines (AEM) stake by 32% in Q1 2026, selling an estimated $20.9M and leaving 211,533 shares worth $42.9M. The position accounts for 12.73% of the portfolio, ranked #1.

NKCFO LLC first reported a position in AEM in Q1 2022 and has held it in 17 quarters since. The position peaked at $52.9M in Q4 2025. 1,111 funds tracked by Wall St. Rank hold AEM as of Q1 2026.

NKCFO LLC held 211,533 shares of Agnico Eagle Mines worth $42.9M as of Q1 2026.
NKCFO LLC sold 100,600 Agnico Eagle Mines shares in Q1 2026, an estimated $20.9M.
Agnico Eagle Mines made up 12.73% of NKCFO LLC's portfolio in Q1 2026, its #1 holding.
NKCFO LLC first reported a position in Agnico Eagle Mines in Q1 2022 and has held it in 17 quarters since.
NKCFO LLC's Agnico Eagle Mines position peaked at $52.9M in Q4 2025.
1,111 funds tracked by Wall St. Rank held Agnico Eagle Mines as of Q1 2026.

Based on NKCFO LLC's 13F filing for Q1 2026, filed 11 May 2026.