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CM Wealth Advisors’s Nucor NUE Stock Holding History

CM Wealth Advisors’s Portfolio NUE Stock Details NUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$307K Sell
1,808
-135
-7% -$23.5K 0.07% 112
2025
Q4 		$318K Buy
+1,943
New +$292K 0.07% 105

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

CM Wealth Advisors reduced its Nucor (NUE) stake by 6.9% in Q1 2026, selling an estimated $23.5K and leaving 1,808 shares worth $307K. The position accounts for 0.07% of the portfolio, ranked #112.

CM Wealth Advisors first reported a position in NUE in Q4 2025 and has held it in 2 quarters since. The position peaked at $318K in Q4 2025. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • CM Wealth Advisors held 1,808 shares of Nucor worth $307K as of Q1 2026.
  • CM Wealth Advisors sold 135 Nucor shares in Q1 2026, an estimated $23.5K.
  • Nucor made up 0.07% of CM Wealth Advisors's portfolio in Q1 2026, its #112 holding.
  • CM Wealth Advisors first reported a position in Nucor in Q4 2025 and has held it in 2 quarters since.
  • CM Wealth Advisors's Nucor position peaked at $318K in Q4 2025.
  • 1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

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