Bartlett & Co Wealth Management’s Canadian Imperial Bank of Commerce CM Stock Holding History

Bartlett & Co Wealth Management’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	$667K	Sell	5,804 -315	-5%	-$34.5K	0.01%	319
2026 Q1	$673K	Sell	6,119 -685	-10%	-$65.5K	0.01%	309
2025 Q4	$617K	Hold	6,804	–	–	0.01%	312
2025 Q3	$544K	Hold	6,804	–	–	0.01%	323
2025 Q2	$482K	Sell	6,804 -1,252	-16%	-$80.6K	0.01%	337
2025 Q1	$454K	Hold	8,056	–	–	0.01%	344
2024 Q4	$509K	Hold	8,056	–	–	0.01%	321
2024 Q3	$494K	Hold	8,056	–	–	0.01%	331
2024 Q2	$383K	Sell	8,056 -840	-9%	-$40.7K	0.01%	356
2024 Q1	$457K	Hold	8,896	–	–	0.01%	336
2023 Q4	$433K	Hold	8,896	–	–	0.01%	366
2023 Q3	$349K	Hold	8,896	–	–	0.01%	379
2023 Q2	$386K	Hold	8,896	–	–	0.01%	375
2023 Q1	$384K	Hold	8,896	–	–	0.01%	308
2022 Q4	$366K	Hold	8,896	–	–	0.01%	317
2022 Q3	$395K	Hold	8,896	–	–	0.01%	302
2022 Q2	$438K	Hold	8,896	–	–	0.01%	294
2022 Q1	$547K	Hold	8,896	–	–	0.01%	288
2021 Q4	$524K	Buy	+8,896	New	+$518K	0.01%	292
2019 Q2	–	Sell	-18	Closed	-$721	–	775
2019 Q1	$721	Buy	+18	New	+$747	﹤0.01%	699

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

Bartlett & Co Wealth Management's CM Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Canadian Imperial Bank of Commerce (CM) stake by 5.1% in Q2 2026, selling an estimated $34.5K and leaving 5,804 shares worth $667K. The position accounts for 0.01% of the portfolio, ranked #319.

Bartlett & Co Wealth Management first reported a position in CM in Q1 2019 and has held it in 20 quarters since. The position peaked at $673K in Q1 2026. 559 funds tracked by Wall St. Rank hold CM as of Q2 2026.

Bartlett & Co Wealth Management held 5,804 shares of Canadian Imperial Bank of Commerce worth $667K as of Q2 2026.
Bartlett & Co Wealth Management sold 315 Canadian Imperial Bank of Commerce shares in Q2 2026, an estimated $34.5K.
Canadian Imperial Bank of Commerce made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #319 holding.
Bartlett & Co Wealth Management first reported a position in Canadian Imperial Bank of Commerce in Q1 2019 and has held it in 20 quarters since.
Bartlett & Co Wealth Management's Canadian Imperial Bank of Commerce position peaked at $673K in Q1 2026.
559 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.