Aptus Capital Advisors’s Commercial Metals CMC Stock Holding History

Aptus Capital Advisors’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 Q1	$237K	Buy	3,863 +4	+0.1%	+$289	﹤0.01%	953
2025 Q4	$267K	Buy	3,859 +9	+0.2%	+$563	﹤0.01%	930
2025 Q3	$221K	Buy	+3,850	New	+$213K	﹤0.01%	943
2024 Q4	–	Sell	-3,813	Closed	-$210K	–	1420
2024 Q3	$210K	Sell	3,813 -521	-12%	-$28.2K	﹤0.01%	752
2024 Q2	$238K	Buy	4,334 +14	+0.3%	+$772	﹤0.01%	686
2024 Q1	$254K	Sell	4,320 -116	-3%	-$6.14K	0.01%	674
2023 Q4	$222K	Buy	4,436 +15	+0.3%	+$683	0.01%	522
2023 Q3	$218K	Buy	4,421 +375	+9%	+$20.4K	0.01%	543
2023 Q2	$213K	Buy	+4,046	New	+$189K	0.01%	471
2023 Q1	–	Sell	-5,408	Closed	-$261K	–	809
2022 Q4	$261K	Buy	+5,408	New	+$248K	0.01%	428
2022 Q2	–	Sell	-5,078	Closed	-$211K	–	671
2022 Q1	$211K	Buy	+5,078	New	+$191K	0.01%	416

Other funds holding CMC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return