Asset Dedication LLC’s Canadian Imperial Bank of Commerce CM Stock Holding History

Asset Dedication LLC’s Portfolio CM Stock Details CM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33.8K	Hold	294	–	–	﹤0.01%	561
2026 Q1	$27.9K	Hold	294	–	–	﹤0.01%	577
2025 Q4	$26.6K	Hold	294	–	–	﹤0.01%	602
2025 Q3	$23.5K	Hold	294	–	–	﹤0.01%	650
2025 Q2	$20.8K	Hold	294	–	–	﹤0.01%	689
2025 Q1	$16.6K	Hold	294	–	–	﹤0.01%	683
2024 Q4	$18.6K	Hold	294	–	–	﹤0.01%	668
2024 Q3	$18K	Hold	294	–	–	﹤0.01%	708
2024 Q2	$14K	Hold	294	–	–	﹤0.01%	754
2024 Q1	$15K	Hold	294	–	–	﹤0.01%	628
2023 Q4	$15K	Hold	294	–	–	﹤0.01%	618
2023 Q3	$12K	Hold	294	–	–	﹤0.01%	649
2023 Q2	$12K	Hold	294	–	–	﹤0.01%	640
2023 Q1	$12K	Hold	294	–	–	﹤0.01%	639
2022 Q4	$12K	Sell	294 -6	-2%	-$265	﹤0.01%	632
2022 Q3	$13K	Buy	+300	New	+$14.6K	﹤0.01%	584
2022 Q2	–	Sell	-300	Closed	-$18K	–	573
2022 Q1	$18K	Buy	300 +6	+2%	+$379	﹤0.01%	569
2021 Q4	$18K	Hold	294	–	–	﹤0.01%	554
2021 Q3	$16K	Hold	294	–	–	﹤0.01%	603
2021 Q2	$16K	Hold	294	–	–	﹤0.01%	553
2021 Q1	$15K	Sell	294 -36	-11%	-$1.66K	﹤0.01%	458
2020 Q4	$14K	Hold	330	–	–	﹤0.01%	505
2020 Q3	$13K	Hold	330	–	–	﹤0.01%	500
2020 Q2	$11K	Buy	+330	New	+$10.3K	﹤0.01%	442

Other funds holding CM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Asset Dedication LLC's CM Position: Q2 2026 in Review

Asset Dedication LLC held its Canadian Imperial Bank of Commerce (CM) position steady in Q2 2026 at 294 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Asset Dedication LLC first reported a position in CM in Q2 2020 and has held it in 24 quarters since. 563 funds tracked by Wall St. Rank hold CM as of Q2 2026.

Asset Dedication LLC held 294 shares of Canadian Imperial Bank of Commerce worth $33.8K as of Q2 2026.
Asset Dedication LLC left its Canadian Imperial Bank of Commerce share count unchanged in Q2 2026.
Canadian Imperial Bank of Commerce made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #561 holding.
Asset Dedication LLC first reported a position in Canadian Imperial Bank of Commerce in Q2 2020 and has held it in 24 quarters since.
563 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.