CM Wealth Advisors’s ServiceNow NOW Stock Holding History

CM Wealth Advisors’s Portfolio NOW Stock Details NOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$354K	Sell	3,383 -802	-19%	-$94.4K	0.08%	100
2025 Q4	$641K	Buy	+4,185	New	+$718K	0.14%	65
2024 Q2	–	Sell	-5,260	Closed	-$750K	–	144
2024 Q1	$750K	Buy	+5,260	New	+$797K	0.21%	49
2023 Q3	–	Sell	-6,065	Closed	-$691K	–	141
2023 Q2	$691K	Sell	6,065 -25,545	-81%	-$2.55M	0.23%	49
2023 Q1	$2.87M	Buy	+31,610	New	+$2.75M	0.56%	23

Other funds holding NOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CM Wealth Advisors's NOW Position: Q1 2026 in Review

CM Wealth Advisors reduced its ServiceNow (NOW) stake by 19% in Q1 2026, selling an estimated $94.4K and leaving 3,383 shares worth $354K. The position accounts for 0.08% of the portfolio, ranked #100.

CM Wealth Advisors first reported a position in NOW in Q1 2023 and has held it in 5 quarters since. The position peaked at $2.87M in Q1 2023. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

CM Wealth Advisors held 3,383 shares of ServiceNow worth $354K as of Q1 2026.
CM Wealth Advisors sold 802 ServiceNow shares in Q1 2026, an estimated $94.4K.
ServiceNow made up 0.08% of CM Wealth Advisors's portfolio in Q1 2026, its #100 holding.
CM Wealth Advisors first reported a position in ServiceNow in Q1 2023 and has held it in 5 quarters since.
CM Wealth Advisors's ServiceNow position peaked at $2.87M in Q1 2023.
2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.