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Lantz Financial’s Canadian Imperial Bank of Commerce CM Stock Holding History

Lantz Financial’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
2025
Q3 		– Sell
-3,674
Closed -$260K – 243
2025
Q2 		$260K Buy
3,674
+55
+2% +$3.54K 0.06% 197
2025
Q1 		$204K Buy
3,619
+13
+0.4% +$784 0.06% 212
2024
Q4 		$228K Sell
3,606
-2,246
-38% -$143K 0.06% 205
2024
Q3 		$359K Buy
5,852
+28
+0.5% +$1.52K 0.1% 164
2024
Q2 		$277K Buy
5,824
+385
+7% +$18.7K 0.09% 174
2024
Q1 		$276K Buy
5,439
+78
+1% +$3.68K 0.09% 173
2023
Q4 		$258K Sell
5,361
-11
-0.2% -$440 0.09% 173
2023
Q3 		$207K Sell
5,372
-8
-0.1% -$330 0.08% 175
2023
Q2 		$230K Buy
5,380
+566
+12% +$23.9K 0.09% 166
2023
Q1 		$204K Buy
+4,814
New +$211K 0.08% 181
2022
Q4 		– Sell
-4,649
Closed -$203K – 184
2022
Q3 		$203K Buy
4,649
+77
+2% +$3.75K 0.11% 155
2022
Q2 		$222K Sell
4,572
-532
-10% -$29K 0.1% 153
2022
Q1 		$311K Buy
5,104
+442
+9% +$27.9K 0.13% 135
2021
Q4 		$272K Sell
4,662
-454
-9% -$26.4K 0.13% 134
2021
Q3 		$285K Sell
5,116
-484
-9% -$27.9K 0.15% 125
2021
Q2 		$319K Sell
5,600
-202
-3% -$11.1K 0.16% 116
2021
Q1 		$284K Buy
5,802
+198
+4% +$9.15K 0.16% 111
2020
Q4 		$239K Buy
+5,604
New +$228K 0.15% 109

Other funds holding CM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Lantz Financial's CM Position: Q3 2025 in Review

Lantz Financial sold out of Canadian Imperial Bank of Commerce (CM) in Q3 2025, closing a stake of 3,674 shares — an estimated $260K sold.

Lantz Financial first reported a position in CM in Q4 2020 and held it in 18 quarters. The position peaked at $359K in Q3 2024. 477 funds tracked by Wall St. Rank hold CM as of Q3 2025.

  • Lantz Financial reported no remaining Canadian Imperial Bank of Commerce position as of Q3 2025 after selling out during the quarter.
  • Lantz Financial sold 3,674 Canadian Imperial Bank of Commerce shares in Q3 2025, an estimated $260K.
  • Lantz Financial first reported a position in Canadian Imperial Bank of Commerce in Q4 2020 and held it in 18 quarters.
  • Lantz Financial's Canadian Imperial Bank of Commerce position peaked at $359K in Q3 2024.
  • 477 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q3 2025.

Based on Lantz Financial's 13F filing for Q3 2025, filed 6 Nov 2025.