Beaird Harris Wealth Management’s Commercial Metals CMC Stock Holding History

Beaird Harris 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
2025 Q1	–	Sell	-325	Closed	-$16.1K	–	514
2024 Q4	$16.1K	Hold	325	–	–	﹤0.01%	320
2024 Q3	$17.9K	Hold	325	–	–	﹤0.01%	301
2024 Q2	$17.9K	Hold	325	–	–	﹤0.01%	312
2024 Q1	$19.1K	Hold	325	–	–	﹤0.01%	281
2023 Q4	$16.3K	Hold	325	–	–	﹤0.01%	286
2023 Q3	$16.1K	Hold	325	–	–	﹤0.01%	243
2023 Q2	$17.1K	Hold	325	–	–	﹤0.01%	238
2023 Q1	$15.9K	Sell	325 -300	-48%	-$15.5K	﹤0.01%	239
2022 Q4	$30.2K	Hold	625	–	–	0.01%	216
2022 Q3	$22K	Hold	625	–	–	﹤0.01%	226
2022 Q2	$21K	Buy	+625	New	+$24.6K	0.01%	201

Other funds holding CMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Beaird Harris Wealth Management's CMC Position: Q1 2025 in Review

Beaird Harris Wealth Management sold out of Commercial Metals (CMC) in Q1 2025, closing a stake of 325 shares — an estimated $16.1K sold.

Beaird Harris Wealth Management first reported a position in CMC in Q2 2022 and held it in 11 quarters. The position peaked at $30.2K in Q4 2022. 391 funds tracked by Wall St. Rank hold CMC as of Q1 2025.

Beaird Harris Wealth Management reported no remaining Commercial Metals position as of Q1 2025 after selling out during the quarter.
Beaird Harris Wealth Management sold 325 Commercial Metals shares in Q1 2025, an estimated $16.1K.
Beaird Harris Wealth Management first reported a position in Commercial Metals in Q2 2022 and held it in 11 quarters.
Beaird Harris Wealth Management's Commercial Metals position peaked at $30.2K in Q4 2022.
391 funds tracked by Wall St. Rank held Commercial Metals as of Q1 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.