Keudell/Morrison Wealth Management’s Canadian Imperial Bank of Commerce CM Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio CM Stock Details CM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$584K	Sell	5,076 -1,177	-19%	-$129K	0.11%	128
2026 Q1	$592K	Sell	6,253 -100	-2%	-$9.56K	0.12%	114
2025 Q4	$576K	Buy	+6,353	New	+$545K	0.12%	116
2025 Q2	$658K	Sell	9,287 -195	-2%	-$12.5K	0.15%	97
2025 Q1	$534K	Sell	9,482 -264	-3%	-$15.9K	0.13%	105
2024 Q4	$616K	Sell	9,746 -2,922	-23%	-$186K	0.16%	93
2024 Q3	$777K	Hold	12,668	–	–	0.21%	83
2024 Q2	$602K	Sell	12,668 -152	-1%	-$7.37K	0.18%	99
2024 Q1	$650K	Buy	12,820 +465	+4%	+$22K	0.2%	93
2023 Q4	$595K	Sell	12,355 -1,018	-8%	-$40.7K	0.2%	93
2023 Q3	$516K	Sell	13,373 -563	-4%	-$23.2K	0.16%	95
2023 Q2	$595K	Buy	13,936 +348	+3%	+$14.7K	0.17%	90
2023 Q1	$576K	Sell	13,588 -108	-0.8%	-$4.74K	0.17%	91
2022 Q4	$554K	Sell	13,696 -1,640	-11%	-$72.3K	0.18%	91
2022 Q3	$671K	Sell	15,336 -146	-0.9%	-$7.12K	0.25%	78
2022 Q2	$752K	Sell	15,482 -674	-4%	-$36.7K	0.27%	75
2022 Q1	$983K	Sell	16,156 -88	-0.5%	-$5.56K	0.41%	60
2021 Q4	$947K	Sell	16,244 -2,196	-12%	-$128K	0.37%	63
2021 Q3	$1.03M	Sell	18,440 -1,156	-6%	-$66.6K	0.44%	55
2021 Q2	$1.12M	Sell	19,596 -1,922	-9%	-$105K	0.61%	51
2021 Q1	$1.05M	Sell	21,518 -4,360	-17%	-$201K	0.61%	53
2020 Q4	$1.11M	Buy	25,878 +254	+1%	+$10.3K	0.7%	44
2020 Q3	$957K	Buy	25,624 +624	+2%	+$22.8K	0.62%	46
2020 Q2	$837K	Buy	25,000 +588	+2%	+$18.4K	0.69%	50
2020 Q1	$708K	Buy	24,412 +5,618	+30%	+$209K	0.69%	53
2019 Q4	$782K	Buy	18,794 +286	+2%	+$12.1K	0.54%	59
2019 Q3	$764K	Buy	18,508 +4,582	+33%	+$180K	0.63%	56
2019 Q2	$526K	Buy	13,926 +228	+2%	+$9.18K	0.46%	71
2019 Q1	$542K	Buy	+13,698	New	+$568K	0.48%	71

Other funds holding CM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Keudell/Morrison Wealth Management's CM Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Canadian Imperial Bank of Commerce (CM) stake by 19% in Q2 2026, selling an estimated $129K and leaving 5,076 shares worth $584K. The position accounts for 0.11% of the portfolio, ranked #128.

Keudell/Morrison Wealth Management first reported a position in CM in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.12M in Q2 2021. 563 funds tracked by Wall St. Rank hold CM as of Q2 2026.

Keudell/Morrison Wealth Management held 5,076 shares of Canadian Imperial Bank of Commerce worth $584K as of Q2 2026.
Keudell/Morrison Wealth Management sold 1,177 Canadian Imperial Bank of Commerce shares in Q2 2026, an estimated $129K.
Canadian Imperial Bank of Commerce made up 0.11% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #128 holding.
Keudell/Morrison Wealth Management first reported a position in Canadian Imperial Bank of Commerce in Q1 2019 and has held it in 29 quarters since.
Keudell/Morrison Wealth Management's Canadian Imperial Bank of Commerce position peaked at $1.12M in Q2 2021.
563 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.