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 Q3	–	Sell	-10,000	Closed	-$7.2K	–	326
2026 Q2	$7.2K	Hold	10,000	–	–	﹤0.01%	326
2026 Q1	$5.9K	Hold	10,000	–	–	﹤0.01%	310
2025 Q4	$9.03K	Buy	+10,000	New	+$10.7K	﹤0.01%	309

Other funds holding CTM

Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

PAS

PKS Advisory Services Albany, New York $624M AUM 15.91% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Inscription Capital Houston, Texas $906M AUM 27.95% 1-Year Est. Return

Welch Group's CTM Position: Q3 2026 in Review

Welch Group sold out of Castellum (CTM) in Q3 2026, closing a stake of 10,000 shares — an estimated $7.2K sold.

Welch Group first reported a position in CTM in Q4 2025 and held it in 3 quarters. The position peaked at $9.03K in Q4 2025. 14 funds tracked by Wall St. Rank hold CTM as of Q3 2026.

Welch Group reported no remaining Castellum position as of Q3 2026 after selling out during the quarter.
Welch Group sold 10,000 Castellum shares in Q3 2026, an estimated $7.2K.
Welch Group first reported a position in Castellum in Q4 2025 and held it in 3 quarters.
Welch Group's Castellum position peaked at $9.03K in Q4 2025.
14 funds tracked by Wall St. Rank held Castellum as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.