Sugar Maple Asset Management’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Sugar Maple Asset Management’s Portfolio OAKM Stock Details OAKM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.74M	Buy	99,411 +42,078	+73%	+$1.19M	1.66%	15
2025 Q4	$1.63M	Buy	57,333 +21,038	+58%	+$571K	1.09%	20
2025 Q3	$972K	Buy	36,295 +10,300	+40%	+$270K	0.7%	32
2025 Q2	$668K	Sell	25,995 -6,822	-21%	-$165K	0.52%	35
2025 Q1	$802K	Buy	+32,817	New	+$806K	0.63%	31

Other funds holding OAKM

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Abound Financial Granite Bay, California $229M AUM 17.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sugar Maple Asset Management's OAKM Position: Q1 2026 in Review

Sugar Maple Asset Management increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 73% in Q1 2026, buying an estimated $1.19M and bringing the position to 99,411 shares worth $2.74M. The position accounts for 1.66% of the portfolio, ranked #15.

Sugar Maple Asset Management first reported a position in OAKM in Q1 2025 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold OAKM as of Q1 2026.

Sugar Maple Asset Management held 99,411 shares of Oakmark U.S. Large Cap ETF worth $2.74M as of Q1 2026.
Sugar Maple Asset Management bought 42,078 Oakmark U.S. Large Cap ETF shares in Q1 2026, an estimated $1.19M.
Oakmark U.S. Large Cap ETF made up 1.66% of Sugar Maple Asset Management's portfolio in Q1 2026, its #15 holding.
Sugar Maple Asset Management first reported a position in Oakmark U.S. Large Cap ETF in Q1 2025 and has held it in 5 quarters since.
97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q1 2026.

Based on Sugar Maple Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.