Total Wealth Planning & Management’s First Majestic Silver AG Stock Holding History

Total Wealth Planning & Management’s Portfolio AG Stock Details AG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$729K	Sell	43,002 -2,650	-6%	-$52.5K	0.49%	62
2026 Q1	$981K	Sell	45,652 -500	-1%	-$11.5K	0.72%	41
2025 Q4	$769K	Buy	+46,152	New	+$641K	0.57%	47
2025 Q2	$475K	Buy	57,452 +3,100	+6%	+$20.8K	0.38%	84
2025 Q1	$364K	Buy	54,352 +1,665	+3%	+$9.92K	0.34%	101
2024 Q4	$289K	Buy	+52,687	New	+$340K	0.26%	140

Other funds holding AG

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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Total Wealth Planning & Management's AG Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its First Majestic Silver (AG) stake by 5.8% in Q2 2026, selling an estimated $52.5K and leaving 43,002 shares worth $729K. The position accounts for 0.49% of the portfolio, ranked #62.

Total Wealth Planning & Management first reported a position in AG in Q4 2024 and has held it in 6 quarters since. The position peaked at $981K in Q1 2026. 348 funds tracked by Wall St. Rank hold AG as of Q2 2026.

Total Wealth Planning & Management held 43,002 shares of First Majestic Silver worth $729K as of Q2 2026.
Total Wealth Planning & Management sold 2,650 First Majestic Silver shares in Q2 2026, an estimated $52.5K.
First Majestic Silver made up 0.49% of Total Wealth Planning & Management's portfolio in Q2 2026, its #62 holding.
Total Wealth Planning & Management first reported a position in First Majestic Silver in Q4 2024 and has held it in 6 quarters since.
Total Wealth Planning & Management's First Majestic Silver position peaked at $981K in Q1 2026.
348 funds tracked by Wall St. Rank held First Majestic Silver as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.