JWA
CMC icon

JFS Wealth Advisors’s Commercial Metals CMC Stock Holding History

JFS Wealth Advisors’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 		$13.3K Buy
212
+3
+1% +$211 ﹤0.01% 889
2026
Q1 		$12.8K Buy
209
+1
+0.5% +$72 ﹤0.01% 858
2025
Q4 		$14.4K Buy
208
+34
+20% +$2.13K ﹤0.01% 858
2025
Q3 		$9.97K Hold
174
– – ﹤0.01% 902
2025
Q2 		$8.51K Sell
174
-17
-9% -$787 ﹤0.01% 913
2025
Q1 		$8.79K Buy
191
+60
+46% +$2.92K ﹤0.01% 917
2024
Q4 		$6.5K Hold
131
– – ﹤0.01% 1016
2024
Q3 		$7.2K Buy
131
+3
+2% +$162 ﹤0.01% 979
2024
Q2 		$7.04K Hold
128
– – ﹤0.01% 920
2024
Q1 		$7.52K Hold
128
– – ﹤0.01% 918
2023
Q4 		$6.41K Buy
128
+4
+3% +$182 ﹤0.01% 956
2023
Q3 		$6.13K Hold
124
– – ﹤0.01% 909
2023
Q2 		$6.53K Sell
124
-12
-9% -$560 ﹤0.01% 888
2023
Q1 		$6.65K Buy
136
+6
+5% +$311 ﹤0.01% 883
2022
Q4 		$6.28K Buy
130
+9
+7% +$413 ﹤0.01% 903
2022
Q3 		$4K Sell
121
-5
-4% -$193 ﹤0.01% 1041
2022
Q2 		$4K Buy
126
+21
+20% +$827 ﹤0.01% 1054
2022
Q1 		$4K Buy
105
+61
+139% +$2.29K ﹤0.01% 1117
2021
Q4 		$2K Buy
+44
New +$1.46K ﹤0.01% 1049
2021
Q1 		– Sell
-500
Closed -$10K – 592
2020
Q4 		$10K Buy
+500
New +$10.4K ﹤0.01% 417

Other funds holding CMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JFS Wealth Advisors's CMC Position: Q2 2026 in Review

JFS Wealth Advisors increased its Commercial Metals (CMC) stake by 1.4% in Q2 2026, buying an estimated $211 and bringing the position to 212 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

JFS Wealth Advisors first reported a position in CMC in Q4 2020 and has held it in 20 quarters since. The position peaked at $14.4K in Q4 2025. 522 funds tracked by Wall St. Rank hold CMC as of Q2 2026.

  • JFS Wealth Advisors held 212 shares of Commercial Metals worth $13.3K as of Q2 2026.
  • JFS Wealth Advisors bought 3 Commercial Metals shares in Q2 2026, an estimated $211.
  • Commercial Metals made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #889 holding.
  • JFS Wealth Advisors first reported a position in Commercial Metals in Q4 2020 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Commercial Metals position peaked at $14.4K in Q4 2025.
  • 522 funds tracked by Wall St. Rank held Commercial Metals as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.