Baron Wealth Management
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Baron Wealth Management’s Commercial Metals CMC Stock Holding History

Baron 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
Q3 		$239K Sell
3,854
-43
-1% -$2.9K 0.06% 246
2026
Q2 		$245K Buy
3,897
+77
+2% +$5.42K 0.06% 246
2026
Q1 		$235K Buy
3,820
+6
+0.2% +$433 0.07% 225
2025
Q4 		$264K Buy
3,814
+241
+7% +$15.1K 0.08% 186
2025
Q3 		$205K Buy
+3,573
New +$197K 0.07% 222

Other funds holding CMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Baron Wealth Management's CMC Position: Q3 2026 in Review

Baron Wealth Management reduced its Commercial Metals (CMC) stake by 1.1% in Q3 2026, selling an estimated $2.9K and leaving 3,854 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #246.

Baron Wealth Management first reported a position in CMC in Q3 2025 and has held it in 5 quarters since. The position peaked at $264K in Q4 2025. 311 funds tracked by Wall St. Rank hold CMC as of Q3 2026.

  • Baron Wealth Management held 3,854 shares of Commercial Metals worth $239K as of Q3 2026.
  • Baron Wealth Management sold 43 Commercial Metals shares in Q3 2026, an estimated $2.9K.
  • Commercial Metals made up 0.06% of Baron Wealth Management's portfolio in Q3 2026, its #246 holding.
  • Baron Wealth Management first reported a position in Commercial Metals in Q3 2025 and has held it in 5 quarters since.
  • Baron Wealth Management's Commercial Metals position peaked at $264K in Q4 2025.
  • 311 funds tracked by Wall St. Rank held Commercial Metals as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.