Carson Wealth (CWM LLC)
CM icon

Carson Wealth (CWM LLC)’s Canadian Imperial Bank of Commerce CM Stock Holding History

Carson Wealth (CWM LLC)’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 		$244K Buy
2,573
+32
+1% +$3.06K ﹤0.01% 2555
2025
Q4 		$230K Buy
2,541
+252
+11% +$21.6K ﹤0.01% 2458
2025
Q3 		$183K Buy
2,289
+443
+24% +$33.3K ﹤0.01% 2517
2025
Q2 		$131K Buy
1,846
+49
+3% +$3.15K ﹤0.01% 2489
2025
Q1 		$101K Sell
1,797
-80
-4% -$4.83K ﹤0.01% 2416
2024
Q4 		$119K Sell
1,877
-26
-1% -$1.65K ﹤0.01% 2169
2024
Q3 		$117K Buy
1,903
+95
+5% +$5.14K ﹤0.01% 2106
2024
Q2 		$86K Buy
1,808
+147
+9% +$7.13K ﹤0.01% 2068
2024
Q1 		$84K Buy
1,661
+142
+9% +$6.71K ﹤0.01% 1979
2023
Q4 		$73K Sell
1,519
-463
-23% -$18.5K ﹤0.01% 1947
2023
Q3 		$77K Sell
1,982
-22
-1% -$908 ﹤0.01% 1795
2023
Q2 		$86K Buy
2,004
+844
+73% +$35.7K ﹤0.01% 1644
2023
Q1 		$49K Buy
1,160
+371
+47% +$16.3K ﹤0.01% 1884
2022
Q4 		$32K Sell
789
-374
-32% -$16.5K ﹤0.01% 2037
2022
Q3 		$51K Buy
1,163
+49
+4% +$2.39K ﹤0.01% 1642
2022
Q2 		$54K Sell
1,114
-30
-3% -$1.63K ﹤0.01% 1598
2022
Q1 		$70K Buy
1,144
+352
+44% +$22.2K ﹤0.01% 1464
2021
Q4 		$46K Buy
+792
New +$46.1K ﹤0.01% 1602
2021
Q2 		$47K Hold
820
– – ﹤0.01% 1423
2021
Q1 		$47K Hold
820
– – ﹤0.01% 1423
2020
Q4 		$47K Hold
820
– – ﹤0.01% 1423
2020
Q3 		$47K Hold
820
– – ﹤0.01% 1423
2020
Q2 		$47K Hold
820
– – ﹤0.01% 1423
2020
Q1 		$47K Hold
820
– – ﹤0.01% 1423
2019
Q4 		$47K Hold
820
– – ﹤0.01% 1423
2019
Q3 		$47K Hold
820
– – ﹤0.01% 1423
2019
Q2 		$47K Hold
820
– – ﹤0.01% 1423
2019
Q1 		$47K Buy
820
+770
+1,540% +$32K ﹤0.01% 1423
2018
Q4 		$2K Buy
50
+2
+4% +$85 ﹤0.01% 1726
2018
Q3 		$2K Sell
48
-44
-48% -$2.02K ﹤0.01% 1511
2018
Q2 		$4K Buy
+92
New +$4.05K ﹤0.01% 1230
2017
Q4 		– Sell
-84
Closed -$4K – 1467
2017
Q3 		$4K Buy
+84
New +$3.6K ﹤0.01% 1123

Other funds holding CM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Canadian Imperial Bank of Commerce (CM) stake by 1.3% in Q1 2026, buying an estimated $3.06K and bringing the position to 2,573 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #2555.

Carson Wealth (CWM LLC) first reported a position in CM in Q3 2017 and has held it in 32 quarters since. 520 funds tracked by Wall St. Rank hold CM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,573 shares of Canadian Imperial Bank of Commerce worth $244K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 32 Canadian Imperial Bank of Commerce shares in Q1 2026, an estimated $3.06K.
  • Canadian Imperial Bank of Commerce made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2555 holding.
  • Carson Wealth (CWM LLC) first reported a position in Canadian Imperial Bank of Commerce in Q3 2017 and has held it in 32 quarters since.
  • 520 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.