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AE Wealth Management’s Commercial Metals CMC Stock Holding History

AE Wealth Management’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 		$405K Buy
6,457
+329
+5% +$23.1K ﹤0.01% 1332
2026
Q1 		$376K Buy
6,128
+628
+11% +$45.3K ﹤0.01% 1255
2025
Q4 		$381K Buy
5,500
+959
+21% +$60K ﹤0.01% 1199
2025
Q3 		$260K Buy
4,541
+154
+4% +$8.51K ﹤0.01% 1252
2025
Q2 		$215K Buy
+4,387
New +$203K ﹤0.01% 1275
2025
Q1 		– Sell
-4,626
Closed -$230K – 2168
2024
Q4 		$230K Buy
+4,626
New +$261K ﹤0.01% 1220
2024
Q3 		– Sell
-4,025
Closed -$221K – 1248
2024
Q2 		$221K Buy
+4,025
New +$222K ﹤0.01% 1131
2024
Q1 		– Sell
-10,136
Closed -$525K – 1298
2023
Q4 		$525K Buy
10,136
+1,250
+14% +$57K ﹤0.01% 1407
2023
Q3 		$439K Sell
8,886
-518
-6% -$28.2K ﹤0.01% 1449
2023
Q2 		$495K Buy
9,404
+331
+4% +$15.4K ﹤0.01% 1403
2023
Q1 		$444K Buy
9,073
+3,260
+56% +$169K ﹤0.01% 1401
2022
Q4 		$281K Buy
+5,813
New +$267K ﹤0.01% 1530
2022
Q2 		– Sell
-8,892
Closed -$370K – 1733
2022
Q1 		$370K Buy
8,892
+221
+3% +$8.3K ﹤0.01% 1343
2021
Q4 		$315K Buy
+8,671
New +$287K ﹤0.01% 1429
2021
Q2 		– Sell
-8,426
Closed -$260K – 1599
2021
Q1 		$260K Buy
+8,426
New +$209K ﹤0.01% 1310
2019
Q3 		– Sell
-11,900
Closed -$212K – 998
2019
Q2 		$212K Buy
+11,900
New +$195K 0.01% 881

Other funds holding CMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AE Wealth Management's CMC Position: Q2 2026 in Review

AE Wealth Management increased its Commercial Metals (CMC) stake by 5.4% in Q2 2026, buying an estimated $23.1K and bringing the position to 6,457 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

AE Wealth Management first reported a position in CMC in Q2 2019 and has held it in 16 quarters since. The position peaked at $525K in Q4 2023. 522 funds tracked by Wall St. Rank hold CMC as of Q2 2026.

  • AE Wealth Management held 6,457 shares of Commercial Metals worth $405K as of Q2 2026.
  • AE Wealth Management bought 329 Commercial Metals shares in Q2 2026, an estimated $23.1K.
  • Commercial Metals made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1332 holding.
  • AE Wealth Management first reported a position in Commercial Metals in Q2 2019 and has held it in 16 quarters since.
  • AE Wealth Management's Commercial Metals position peaked at $525K in Q4 2023.
  • 522 funds tracked by Wall St. Rank held Commercial Metals as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.