Grant Private Wealth Management’s Commercial Metals CMC Stock Holding History

Grant Private Wealth 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 Q2	$246K	Hold	3,919	–	–	0.1%	143
2026 Q1	$241K	Hold	3,919	–	–	0.13%	137
2025 Q4	$271K	Hold	3,919	–	–	0.16%	107
2025 Q3	$224K	Buy	+3,919	New	+$217K	0.14%	127
2025 Q1	–	Sell	-4,088	Closed	-$203K	–	119
2024 Q4	$203K	Buy	+4,088	New	+$231K	0.22%	109

Other funds holding CMC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Grant Private Wealth Management's CMC Position: Q2 2026 in Review

Grant Private Wealth Management held its Commercial Metals (CMC) position steady in Q2 2026 at 3,919 shares worth $246K. The position accounts for 0.1% of the portfolio, ranked #143.

Grant Private Wealth Management first reported a position in CMC in Q4 2024 and has held it in 5 quarters since. The position peaked at $271K in Q4 2025. 522 funds tracked by Wall St. Rank hold CMC as of Q2 2026.

Grant Private Wealth Management held 3,919 shares of Commercial Metals worth $246K as of Q2 2026.
Grant Private Wealth Management left its Commercial Metals share count unchanged in Q2 2026.
Commercial Metals made up 0.1% of Grant Private Wealth Management's portfolio in Q2 2026, its #143 holding.
Grant Private Wealth Management first reported a position in Commercial Metals in Q4 2024 and has held it in 5 quarters since.
Grant Private Wealth Management's Commercial Metals position peaked at $271K in Q4 2025.
522 funds tracked by Wall St. Rank held Commercial Metals as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.