Advisory Research’s Commercial Metals CMC Stock Holding History

Advisory Research’s Portfolio CMC Stock Details CMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$988K	Buy	15,744 +167	+1%	+$11.7K	0.1%	110
2026 Q1	$957K	Buy	+15,577	New	+$1.12M	0.12%	115
2023 Q2	–	Sell	-5,184	Closed	-$253K	–	443
2023 Q1	$253K	Buy	+5,184	New	+$269K	0.04%	309

Other funds holding CMC

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Advisory Research's CMC Position: Q2 2026 in Review

Advisory Research increased its Commercial Metals (CMC) stake by 1.1% in Q2 2026, buying an estimated $11.7K and bringing the position to 15,744 shares worth $988K. The position accounts for 0.1% of the portfolio, ranked #110.

Advisory Research first reported a position in CMC in Q1 2023 and has held it in 3 quarters since. 522 funds tracked by Wall St. Rank hold CMC as of Q2 2026.

Advisory Research held 15,744 shares of Commercial Metals worth $988K as of Q2 2026.
Advisory Research bought 167 Commercial Metals shares in Q2 2026, an estimated $11.7K.
Commercial Metals made up 0.1% of Advisory Research's portfolio in Q2 2026, its #110 holding.
Advisory Research first reported a position in Commercial Metals in Q1 2023 and has held it in 3 quarters since.
522 funds tracked by Wall St. Rank held Commercial Metals as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.