Fortitude Family Office’s Commercial Metals CMC Stock Holding History

Fortitude Family Office’s Portfolio CMC Stock Details CMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.6K	Buy	170 +10	+6%	+$673	﹤0.01%	1190
2026 Q2	$10K	Buy	160 +27	+20%	+$1.9K	﹤0.01%	769
2026 Q1	$8.17K	Buy	133 +20	+18%	+$1.44K	﹤0.01%	724
2025 Q4	$7.82K	Sell	113 -8	-7%	-$501	﹤0.01%	661
2025 Q3	$6.93K	Buy	121 +4	+3%	+$221	﹤0.01%	695
2025 Q2	$5.72K	Buy	117 +46	+65%	+$2.13K	﹤0.01%	751
2025 Q1	$3.27K	Hold	71	–	–	﹤0.01%	835
2024 Q4	$3.52K	Hold	71	–	–	﹤0.01%	926
2024 Q3	$3.9K	Hold	71	–	–	﹤0.01%	855
2024 Q2	$3.9K	Hold	71	–	–	﹤0.01%	673
2024 Q1	$4.17K	Hold	71	–	–	﹤0.01%	681
2023 Q4	$3.55K	Buy	+71	New	+$3.23K	﹤0.01%	786

Other funds holding CMC

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

FIM

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

HSG

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

MLL

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Fortitude Family Office's CMC Position: Q3 2026 in Review

Fortitude Family Office increased its Commercial Metals (CMC) stake by 6.3% in Q3 2026, buying an estimated $673 and bringing the position to 170 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Fortitude Family Office first reported a position in CMC in Q4 2023 and has held it in 12 quarters since. 36 funds tracked by Wall St. Rank hold CMC as of Q3 2026.

Fortitude Family Office held 170 shares of Commercial Metals worth $10.6K as of Q3 2026.
Fortitude Family Office bought 10 Commercial Metals shares in Q3 2026, an estimated $673.
Commercial Metals made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1190 holding.
Fortitude Family Office first reported a position in Commercial Metals in Q4 2023 and has held it in 12 quarters since.
36 funds tracked by Wall St. Rank held Commercial Metals as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.