Forum Financial Management’s Commercial Metals CMC Stock Holding History

Forum Financial Management’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 Q1	–	Sell	-4,900	Closed	-$339K	–	468
2025 Q4	$339K	Hold	4,900	–	–	﹤0.01%	681
2025 Q3	$281K	Buy	4,900 +537	+12%	+$29.7K	﹤0.01%	781
2025 Q2	$213K	Buy	4,363 +8	+0.2%	+$371	﹤0.01%	872
2025 Q1	$200K	Buy	4,355 +12	+0.3%	+$584	﹤0.01%	825
2024 Q4	$215K	Buy	4,343 +3	+0.1%	+$169	﹤0.01%	809
2024 Q3	$239K	Sell	4,340 -1	-0%	-$54	﹤0.01%	633
2024 Q2	$239K	Buy	4,341 +8	+0.2%	+$441	﹤0.01%	583
2024 Q1	$255K	Hold	4,333	–	–	﹤0.01%	583
2023 Q4	$217K	Hold	4,333	–	–	﹤0.01%	608
2023 Q3	$214K	Hold	4,333	–	–	﹤0.01%	563
2023 Q2	$228K	Buy	4,333 +9	+0.2%	+$420	0.01%	557
2023 Q1	$211K	Sell	4,324 -6	-0.1%	-$311	0.01%	542
2022 Q4	$209K	Buy	+4,330	New	+$199K	0.01%	536

Other funds holding CMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Forum Financial Management sold out of Commercial Metals (CMC) in Q1 2026, closing a stake of 4,900 shares — an estimated $339K sold.

Forum Financial Management first reported a position in CMC in Q4 2022 and held it in 13 quarters. The position peaked at $339K in Q4 2025. 507 funds tracked by Wall St. Rank hold CMC as of Q1 2026.

Forum Financial Management reported no remaining Commercial Metals position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 4,900 Commercial Metals shares in Q1 2026, an estimated $339K.
Forum Financial Management first reported a position in Commercial Metals in Q4 2022 and held it in 13 quarters.
Forum Financial Management's Commercial Metals position peaked at $339K in Q4 2025.
507 funds tracked by Wall St. Rank held Commercial Metals as of Q1 2026.

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