Royal London Asset Management’s Core & Main CNM Stock Holding History

Royal London Asset Management’s Portfolio CNM Stock Details CNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$284M	Buy	5,752,701 +64,106	+1%	+$3.45M	0.6%	22
2025 Q4	$296M	Buy	5,688,595 +632,077	+13%	+$32.4M	0.62%	21
2025 Q3	$272M	Buy	5,056,518 +724,985	+17%	+$43.9M	0.59%	25
2025 Q2	$261M	Sell	4,331,533 -141,418	-3%	-$7.56M	0.6%	23
2025 Q1	$216M	Buy	4,472,951 +662,212	+17%	+$34.3M	0.51%	33
2024 Q4	$194M	Buy	3,810,739 +48,833	+1%	+$2.3M	0.47%	36
2024 Q3	$167M	Buy	3,761,906 +1,073,451	+40%	+$51.4M	0.41%	50
2024 Q2	$132M	Buy	2,688,455 +266,935	+11%	+$14.8M	0.34%	58
2024 Q1	$139M	Buy	2,421,520 +906,323	+60%	+$41.5M	0.35%	58
2023 Q4	$61.2M	Buy	+1,515,197	New	+$51.3M	0.18%	112

Other funds holding CNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Royal London Asset Management's CNM Position: Q1 2026 in Review

Royal London Asset Management increased its Core & Main (CNM) stake by 1.1% in Q1 2026, buying an estimated $3.45M and bringing the position to 5,752,701 shares worth $284M. The position accounts for 0.6% of the portfolio, ranked #22.

Royal London Asset Management first reported a position in CNM in Q4 2023 and has held it in 10 quarters since. The position peaked at $296M in Q4 2025. 471 funds tracked by Wall St. Rank hold CNM as of Q1 2026.

Royal London Asset Management held 5,752,701 shares of Core & Main worth $284M as of Q1 2026.
Royal London Asset Management bought 64,106 Core & Main shares in Q1 2026, an estimated $3.45M.
Core & Main made up 0.6% of Royal London Asset Management's portfolio in Q1 2026, its #22 holding.
Royal London Asset Management first reported a position in Core & Main in Q4 2023 and has held it in 10 quarters since.
Royal London Asset Management's Core & Main position peaked at $296M in Q4 2025.
471 funds tracked by Wall St. Rank held Core & Main as of Q1 2026.

Based on Royal London Asset Management's 13F filing for Q1 2026, filed 1 May 2026.