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Boltwood Capital Management’s CDW CDW Stock Holding History

Boltwood Capital Management’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,755
Closed -$281K – 174
2025
Q1 		$281K Buy
1,755
+35
+2% +$6.36K 0.09% 151
2024
Q4 		$299K Sell
1,720
-50
-3% -$9.71K 0.09% 144
2024
Q3 		$401K Buy
1,770
+5
+0.3% +$1.11K 0.12% 131
2024
Q2 		$395K Sell
1,765
-12
-0.7% -$2.78K 0.12% 130
2024
Q1 		$455K Buy
1,777
+55
+3% +$13.1K 0.14% 123
2023
Q4 		$391K Buy
1,722
+90
+6% +$19.1K 0.13% 124
2023
Q3 		$329K Buy
1,632
+47
+3% +$9.37K 0.12% 123
2023
Q2 		$291K Hold
1,585
– – 0.1% 135
2023
Q1 		$309K Buy
1,585
+32
+2% +$6.29K 0.12% 132
2022
Q4 		$277K Buy
1,553
+29
+2% +$5.1K 0.11% 129
2022
Q3 		$238K Buy
1,524
+136
+10% +$23.3K 0.11% 136
2022
Q2 		$219K Buy
+1,388
New +$233K 0.09% 141

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boltwood Capital Management's CDW Position: Q2 2025 in Review

Boltwood Capital Management sold out of CDW (CDW) in Q2 2025, closing a stake of 1,755 shares — an estimated $281K sold.

Boltwood Capital Management first reported a position in CDW in Q2 2022 and held it in 12 quarters. The position peaked at $455K in Q1 2024. 848 funds tracked by Wall St. Rank hold CDW as of Q2 2025.

  • Boltwood Capital Management reported no remaining CDW position as of Q2 2025 after selling out during the quarter.
  • Boltwood Capital Management sold 1,755 CDW shares in Q2 2025, an estimated $281K.
  • Boltwood Capital Management first reported a position in CDW in Q2 2022 and held it in 12 quarters.
  • Boltwood Capital Management's CDW position peaked at $455K in Q1 2024.
  • 848 funds tracked by Wall St. Rank held CDW as of Q2 2025.

Based on Boltwood Capital Management's 13F filing for Q2 2025, filed 8 Jul 2025.