WIM
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Westside Investment Management’s Castellum CTM Stock Holding History

Westside Investment Management’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
2025
Q2 		– Sell
-680
Closed -$721 – 1287
2025
Q1 		$721 Buy
+680
New +$723 ﹤0.01% 942

Other funds holding CTM

EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.1B AUM 61.65% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jane Street
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Westside Investment Management's CTM Position: Q2 2025 in Review

Westside Investment Management sold out of Castellum (CTM) in Q2 2025, closing a stake of 680 shares — an estimated $721 sold.

Westside Investment Management first reported a position in CTM in Q1 2025 and held it in 1 quarter. The position peaked at $721 in Q1 2025. 33 funds tracked by Wall St. Rank hold CTM as of Q2 2025.

  • Westside Investment Management reported no remaining Castellum position as of Q2 2025 after selling out during the quarter.
  • Westside Investment Management sold 680 Castellum shares in Q2 2025, an estimated $721.
  • Westside Investment Management first reported a position in Castellum in Q1 2025 and held it in 1 quarter.
  • Westside Investment Management's Castellum position peaked at $721 in Q1 2025.
  • 33 funds tracked by Wall St. Rank held Castellum as of Q2 2025.

Based on Westside Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.