Cromwell Holdings’s Canadian Imperial Bank of Commerce CM Stock Holding History

Cromwell Holdings’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 Q2	$275K	Hold	2,376	–	–	0.12%	151
2026 Q1	$227K	Hold	2,376	–	–	0.13%	165
2025 Q4	$217K	Hold	2,376	–	–	0.12%	165
2025 Q3	$191K	Hold	2,376	–	–	0.1%	192
2025 Q2	$168K	Hold	2,376	–	–	0.1%	200
2025 Q1	$134K	Hold	2,376	–	–	0.09%	235
2024 Q4	$150K	Hold	2,376	–	–	0.09%	211
2024 Q3	$146K	Hold	2,376	–	–	0.09%	221
2024 Q2	$113K	Buy	+2,376	New	+$115K	0.07%	256

Other funds holding CM

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Hudson Value Partners Palm Beach, Florida $398M AUM 48.26% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return