AEM β€” Agnico Eagle Mines Ltd

Ownership history in West Oak Capital, LLC  Β·  2 quarters on record

AI Ownership Summary

West Oak Capital, LLC reported Agnico Eagle Mines Ltd (AEM) in 2 quarterly 13F filings from 2025 Q1 through 2025 Q2. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows AEM at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was West Oak Capital, LLC's position in Agnico Eagle Mines Ltd, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

AEM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How West Oak Capital, LLC held AEM β€” position size vs. price
% of Fund (quarterly)    AEM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 UNCHANGED 150 β€” 0% 0.01% $178K 2025-07-15 $118.25
2025 Q1 INITIATED 150 β€” β€” 0.01% $163K 2025-04-16 $121.29

FAQ About West Oak Capital, LLC and AEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has West Oak Capital, LLC reported owning AEM?

West Oak Capital, LLC reported AEM across 2 quarterly 13F filings, from 2025 Q1 through 2025 Q2.

What was the largest reported AEM position in West Oak Capital, LLC's portfolio?

The largest reported portfolio weight for AEM was 0.01% in 2025 Q2.

What is the latest reported AEM position on this page?

The most recent filing on this page is 2025 Q2, when West Oak Capital, LLC reported 150 shares, equal to 0.01% of portfolio, with an estimated market value of $178K.

What does the chart on this AEM ownership page compare?

The chart compares West Oak Capital, LLC's quarterly AEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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