Beaird Harris Wealth Management’s Canadian Imperial Bank of Commerce CM Stock Holding History

Beaird Harris 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 Q1	–	Sell	-38	Closed	-$3.44K	–	695
2025 Q4	$3.44K	Hold	38	–	–	﹤0.01%	469
2025 Q3	$3.04K	Hold	38	–	–	﹤0.01%	473
2025 Q2	$2.69K	Hold	38	–	–	﹤0.01%	471
2025 Q1	$2.14K	Hold	38	–	–	﹤0.01%	436
2024 Q4	$2.4K	Hold	38	–	–	﹤0.01%	419
2024 Q3	$2.33K	Hold	38	–	–	﹤0.01%	424
2024 Q2	$1.81K	Hold	38	–	–	﹤0.01%	544
2024 Q1	$1.93K	Hold	38	–	–	﹤0.01%	476
2023 Q4	$1.83K	Buy	+38	New	+$1.52K	﹤0.01%	471

Other funds holding CM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return