LWMI
CMA

Legacy Wealth Management (Idaho)’s Comerica CMA Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio CMA Stock Details CMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5
Closed -$399 – 1046
2025
Q4 		$399 Hold
5
– – ﹤0.01% 834
2025
Q3 		$311 Buy
+5
New +$337 ﹤0.01% 717

Other funds holding CMA

KRS
Kentucky Retirement Systems Frankfort, Kentucky $1.37B AUM 33.36% 1-Year Est. Return
CC
Corsicana & Co Corsicana, Texas $206M AUM 26.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s CMA Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) sold out of Comerica (CMA) in Q1 2026, closing a stake of 5 shares — an estimated $399 sold.

Legacy Wealth Management (Idaho) first reported a position in CMA in Q3 2025 and held it in 2 quarters. The position peaked at $399 in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 5 Comerica shares in Q1 2026, an estimated $399.
  • Legacy Wealth Management (Idaho) first reported a position in Comerica in Q3 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Comerica position peaked at $399 in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.