Forum Financial Management’s Canadian Imperial Bank of Commerce CM Stock Holding History

Forum Financial 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	–	Sell	-6,483	Closed	-$587K	–	466
2025 Q4	$587K	Buy	6,483 +300	+5%	+$25.7K	0.01%	409
2025 Q3	$494K	Hold	6,183	–	–	0.01%	459
2025 Q2	$438K	Sell	6,183 -316	-5%	-$20.3K	0.01%	470
2025 Q1	$366K	Hold	6,499	–	–	0.01%	491
2024 Q4	$411K	Buy	6,499 +1,203	+23%	+$76.5K	0.01%	467
2024 Q3	$325K	Hold	5,296	–	–	0.01%	477
2024 Q2	$252K	Hold	5,296	–	–	﹤0.01%	554
2024 Q1	$269K	Buy	5,296 +150	+3%	+$7.08K	﹤0.01%	549
2023 Q4	$248K	Buy	+5,146	New	+$206K	﹤0.01%	545
2023 Q3	–	Sell	-5,146	Closed	-$220K	–	648
2023 Q2	$220K	Buy	5,146 +150	+3%	+$6.34K	﹤0.01%	576
2023 Q1	$212K	Hold	4,996	–	–	0.01%	540
2022 Q4	$202K	Hold	4,996	–	–	0.01%	545
2022 Q3	$219K	Hold	4,996	–	–	0.01%	466
2022 Q2	$243K	Hold	4,996	–	–	0.01%	440
2022 Q1	$303K	Hold	4,996	–	–	0.01%	390
2021 Q4	$291K	Buy	+4,996	New	+$291K	0.02%	436

Other funds holding CM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Forum Financial Management's CM Position: Q1 2026 in Review

Forum Financial Management sold out of Canadian Imperial Bank of Commerce (CM) in Q1 2026, closing a stake of 6,483 shares — an estimated $587K sold.

Forum Financial Management first reported a position in CM in Q4 2021 and held it in 16 quarters. The position peaked at $587K in Q4 2025. 520 funds tracked by Wall St. Rank hold CM as of Q1 2026.

Forum Financial Management reported no remaining Canadian Imperial Bank of Commerce position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 6,483 Canadian Imperial Bank of Commerce shares in Q1 2026, an estimated $587K.
Forum Financial Management first reported a position in Canadian Imperial Bank of Commerce in Q4 2021 and held it in 16 quarters.
Forum Financial Management's Canadian Imperial Bank of Commerce position peaked at $587K in Q4 2025.
520 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.