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Bogart Wealth LLC’s Commercial Metals CMC Stock Holding History

Bogart Wealth LLC’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
Q2 		$4.51K Buy
72
+33
+85% +$2.32K ﹤0.01% 1231
2026
Q1 		$2.39K Buy
39
+7
+22% +$505 ﹤0.01% 1233
2025
Q4 		$2.2K Sell
32
-10
-24% -$626 ﹤0.01% 1167
2025
Q3 		$2.39K Buy
42
+10
+31% +$553 ﹤0.01% 1124
2025
Q2 		$1.54K Buy
32
+1
+3% +$46 ﹤0.01% 1151
2025
Q1 		$1.45K Hold
31
– – ﹤0.01% 1121
2024
Q4 		$1.55K Hold
31
– – ﹤0.01% 1142
2024
Q3 		$1.72K Hold
31
– – ﹤0.01% 985
2024
Q2 		$1.71K Hold
31
– – ﹤0.01% 952
2024
Q1 		$1.82K Buy
+31
New +$1.64K ﹤0.01% 917

Other funds holding CMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bogart Wealth LLC's CMC Position: Q2 2026 in Review

Bogart Wealth LLC increased its Commercial Metals (CMC) stake by 85% in Q2 2026, buying an estimated $2.32K and bringing the position to 72 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Bogart Wealth LLC first reported a position in CMC in Q1 2024 and has held it in 10 quarters since. 522 funds tracked by Wall St. Rank hold CMC as of Q2 2026.

  • Bogart Wealth LLC held 72 shares of Commercial Metals worth $4.51K as of Q2 2026.
  • Bogart Wealth LLC bought 33 Commercial Metals shares in Q2 2026, an estimated $2.32K.
  • Commercial Metals made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1231 holding.
  • Bogart Wealth LLC first reported a position in Commercial Metals in Q1 2024 and has held it in 10 quarters since.
  • 522 funds tracked by Wall St. Rank held Commercial Metals as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.