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 Q2	$7.2K	Hold	10,000	–	–	﹤0.01%	326
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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MWM

Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Welch Group's CTM Position: Q2 2026 in Review

Welch Group held its Castellum (CTM) position steady in Q2 2026 at 10,000 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Welch Group first reported a position in CTM in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.03K in Q4 2025. 35 funds tracked by Wall St. Rank hold CTM as of Q2 2026.

Welch Group held 10,000 shares of Castellum worth $7.2K as of Q2 2026.
Welch Group left its Castellum share count unchanged in Q2 2026.
Castellum made up ﹤0.01% of Welch Group's portfolio in Q2 2026, its #326 holding.
Welch Group first reported a position in Castellum in Q4 2025 and has held it in 3 quarters since.
Welch Group's Castellum position peaked at $9.03K in Q4 2025.
35 funds tracked by Wall St. Rank held Castellum as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.