Cozad Asset Management’s Canadian Imperial Bank of Commerce CM Stock Holding History

Cozad Asset Management’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	$216K	Sell	2,281 -533	-19%	-$51K	0.02%	404
2025 Q4	$255K	Hold	2,814	–	–	0.02%	387
2025 Q3	$225K	Buy	+2,814	New	+$212K	0.02%	406
2024 Q1	–	Sell	-4,201	Closed	-$202K	–	396
2023 Q4	$202K	Buy	+4,201	New	+$168K	0.02%	373
2023 Q3	–	Sell	-5,051	Closed	-$216K	–	381
2023 Q2	$216K	Hold	5,051	–	–	0.03%	352
2023 Q1	$214K	Sell	5,051 -298	-6%	-$13.1K	0.03%	348
2022 Q4	$216K	Hold	5,349	–	–	0.03%	337
2022 Q3	$234K	Buy	5,349 +1,033	+24%	+$50.3K	0.04%	310
2022 Q2	$209K	Hold	4,316	–	–	0.03%	333
2022 Q1	$263K	Hold	4,316	–	–	0.04%	315
2021 Q4	$252K	Hold	4,316	–	–	0.04%	307
2021 Q3	$240K	Hold	4,316	–	–	0.04%	313
2021 Q2	$246K	Hold	4,316	–	–	0.04%	303
2021 Q1	$211K	Buy	+4,316	New	+$199K	0.03%	327
2020 Q3	–	Sell	-6,052	Closed	-$203K	–	328
2020 Q2	$203K	Sell	6,052 -1,062	-15%	-$33.2K	0.04%	308
2020 Q1	$206K	Buy	7,114 +108	+2%	+$4.02K	0.07%	194
2019 Q4	$291K	Sell	7,006 -552	-7%	-$23.3K	0.08%	199
2019 Q3	$312K	Hold	7,558	–	–	0.09%	189
2019 Q2	$297K	Buy	7,558 +160	+2%	+$6.45K	0.09%	190
2019 Q1	$292K	Hold	7,398	–	–	0.09%	193
2018 Q4	$276K	Buy	7,398 +90	+1%	+$3.83K	0.1%	190
2018 Q3	$343K	Hold	7,308	–	–	0.1%	164
2018 Q2	$318K	Buy	+7,308	New	+$322K	0.1%	172

Other funds holding CM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Cozad Asset Management's CM Position: Q1 2026 in Review

Cozad Asset Management reduced its Canadian Imperial Bank of Commerce (CM) stake by 19% in Q1 2026, selling an estimated $51K and leaving 2,281 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #404.

Cozad Asset Management first reported a position in CM in Q2 2018 and has held it in 23 quarters since. The position peaked at $343K in Q3 2018. 513 funds tracked by Wall St. Rank hold CM as of Q1 2026.

Cozad Asset Management held 2,281 shares of Canadian Imperial Bank of Commerce worth $216K as of Q1 2026.
Cozad Asset Management sold 533 Canadian Imperial Bank of Commerce shares in Q1 2026, an estimated $51K.
Canadian Imperial Bank of Commerce made up 0.02% of Cozad Asset Management's portfolio in Q1 2026, its #404 holding.
Cozad Asset Management first reported a position in Canadian Imperial Bank of Commerce in Q2 2018 and has held it in 23 quarters since.
Cozad Asset Management's Canadian Imperial Bank of Commerce position peaked at $343K in Q3 2018.
513 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q1 2026.

Based on Cozad Asset Management's 13F filing for Q1 2026, filed 28 May 2026.