Baldwin Wealth Partners’s Canadian Imperial Bank of Commerce CM Stock Holding History

Baldwin Wealth Partners’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 Q3	–	Sell	-1,762	Closed	-$203K	–	236
2026 Q2	$203K	Buy	+1,762	New	+$193K	0.01%	227
2024 Q4	–	Sell	-1,968	Closed	-$121K	–	378
2024 Q3	$121K	Sell	1,968 -200	-9%	-$10.8K	0.01%	394
2024 Q2	$103K	Hold	2,168	–	–	0.01%	261
2024 Q1	$110K	Hold	2,168	–	–	0.01%	263
2023 Q4	$104K	Hold	2,168	–	–	0.01%	270
2023 Q3	$83.7K	Hold	2,168	–	–	0.01%	317
2023 Q2	$92.5K	Sell	2,168 -470	-18%	-$19.9K	0.01%	329
2023 Q1	$112K	Hold	2,638	–	–	0.01%	310
2022 Q4	$107K	Buy	+2,638	New	+$116K	0.01%	309

Other funds holding CM

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Canerector Inc Toronto, Ontario, Canada $218M AUM 27.41% 1-Year Est. Return

Baldwin Wealth Partners's CM Position: Q3 2026 in Review

Baldwin Wealth Partners sold out of Canadian Imperial Bank of Commerce (CM) in Q3 2026, closing a stake of 1,762 shares — an estimated $203K sold.

Baldwin Wealth Partners first reported a position in CM in Q4 2022 and held it in 9 quarters. The position peaked at $203K in Q2 2026. 108 funds tracked by Wall St. Rank hold CM as of Q3 2026.

Baldwin Wealth Partners reported no remaining Canadian Imperial Bank of Commerce position as of Q3 2026 after selling out during the quarter.
Baldwin Wealth Partners sold 1,762 Canadian Imperial Bank of Commerce shares in Q3 2026, an estimated $203K.
Baldwin Wealth Partners first reported a position in Canadian Imperial Bank of Commerce in Q4 2022 and held it in 9 quarters.
Baldwin Wealth Partners's Canadian Imperial Bank of Commerce position peaked at $203K in Q2 2026.
108 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.