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Institute for Wealth Management’s Core & Main CNM Stock Holding History

Institute for Wealth Management’s Portfolio CNM Stock Details CNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.5K Buy
+466
New +$23K ﹤0.01% 1093
2025
Q4 		– Sell
-7,471
Closed -$402K – 551
2025
Q3 		$402K Buy
+7,471
New +$452K 0.04% 375

Other funds holding CNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Institute for Wealth Management's CNM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Core & Main (CNM) in Q2 2026: 466 shares worth $22.5K. The stake represents ﹤0.01% of the portfolio and ranks #1093 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in CNM as recently as Q3 2025.

Institute for Wealth Management first reported a position in CNM in Q3 2025 and has held it in 2 quarters since. The position peaked at $402K in Q3 2025. 453 funds tracked by Wall St. Rank hold CNM as of Q2 2026.

  • Institute for Wealth Management held 466 shares of Core & Main worth $22.5K as of Q2 2026.
  • Core & Main was a new Institute for Wealth Management position in Q2 2026.
  • Core & Main made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1093 holding.
  • Institute for Wealth Management first reported a position in Core & Main in Q3 2025 and has held it in 2 quarters since.
  • Institute for Wealth Management's Core & Main position peaked at $402K in Q3 2025.
  • 453 funds tracked by Wall St. Rank held Core & Main as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.