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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
Q2 		$310K Sell
1,389
-419
-23% -$94.8K 0.06% 144
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 $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CM Wealth Advisors's NUE Position: Q2 2026 in Review

CM Wealth Advisors reduced its Nucor (NUE) stake by 23% in Q2 2026, selling an estimated $94.8K and leaving 1,389 shares worth $310K. The position accounts for 0.06% of the portfolio, ranked #144.

CM Wealth Advisors first reported a position in NUE in Q4 2025 and has held it in 3 quarters since. The position peaked at $318K in Q4 2025. 1,541 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • CM Wealth Advisors held 1,389 shares of Nucor worth $310K as of Q2 2026.
  • CM Wealth Advisors sold 419 Nucor shares in Q2 2026, an estimated $94.8K.
  • Nucor made up 0.06% of CM Wealth Advisors's portfolio in Q2 2026, its #144 holding.
  • CM Wealth Advisors first reported a position in Nucor in Q4 2025 and has held it in 3 quarters since.
  • CM Wealth Advisors's Nucor position peaked at $318K in Q4 2025.
  • 1,541 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.