Welch Group’s Castellum CTM Stock Holding History

Welch Group’s Portfolio CTM Stock Details CTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.89K	Hold	10,000	–	–	﹤0.01%	310
2025 Q4	$9.03K	Buy	+10,000	New	+$10.7K	﹤0.01%	309

Other funds holding CTM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Welch Group's CTM Position: Q1 2026 in Review

Welch Group held its Castellum (CTM) position steady in Q1 2026 at 10,000 shares worth $5.89K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Welch Group first reported a position in CTM in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.03K in Q4 2025. 27 funds tracked by Wall St. Rank hold CTM as of Q1 2026.

Welch Group held 10,000 shares of Castellum worth $5.89K as of Q1 2026.
Welch Group left its Castellum share count unchanged in Q1 2026.
Castellum made up ﹤0.01% of Welch Group's portfolio in Q1 2026, its #310 holding.
Welch Group first reported a position in Castellum in Q4 2025 and has held it in 2 quarters since.
Welch Group's Castellum position peaked at $9.03K in Q4 2025.
27 funds tracked by Wall St. Rank held Castellum as of Q1 2026.

Based on Welch Group's 13F filing for Q1 2026, filed 21 Apr 2026.