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Gibbs Wealth Management’s CDW CDW Stock Holding History

Gibbs Wealth Management’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$347K Buy
+2,866
New +$362K 0.05% 370
2025
Q3 		– Sell
-1,335
Closed -$238K – 334
2025
Q2 		$238K Buy
+1,335
New +$227K 0.05% 328

Other funds holding CDW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gibbs Wealth Management's CDW Position: Q1 2026 in Review

Gibbs Wealth Management opened a new position in CDW (CDW) in Q1 2026: 2,866 shares worth $347K. The stake represents 0.05% of the portfolio and ranks #370 among its holdings. This is a return to the name: Gibbs Wealth Management previously reported a position in CDW as recently as Q2 2025.

Gibbs Wealth Management first reported a position in CDW in Q2 2025 and has held it in 2 quarters since. 758 funds tracked by Wall St. Rank hold CDW as of Q1 2026.

  • Gibbs Wealth Management held 2,866 shares of CDW worth $347K as of Q1 2026.
  • CDW was a new Gibbs Wealth Management position in Q1 2026.
  • CDW made up 0.05% of Gibbs Wealth Management's portfolio in Q1 2026, its #370 holding.
  • Gibbs Wealth Management first reported a position in CDW in Q2 2025 and has held it in 2 quarters since.
  • 758 funds tracked by Wall St. Rank held CDW as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.