Moran Wealth Management
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Moran Wealth Management’s Canadian Imperial Bank of Commerce CM Stock Holding History

Moran 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
Q3 		$352K Sell
3,193
-60
-2% -$7K 0.01% 442
2026
Q2 		$374K Buy
3,253
+232
+8% +$25.4K 0.01% 436
2026
Q1 		$286K Sell
3,021
-1,029
-25% -$98.4K 0.01% 422
2025
Q4 		$367K Sell
4,050
-915
-18% -$78.5K 0.01% 426
2025
Q3 		$397K Buy
4,965
+662
+15% +$49.8K 0.01% 430
2025
Q2 		$305K Buy
+4,303
New +$277K 0.01% 452

Other funds holding CM

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Moran Wealth Management's CM Position: Q3 2026 in Review

Moran Wealth Management reduced its Canadian Imperial Bank of Commerce (CM) stake by 1.8% in Q3 2026, selling an estimated $7K and leaving 3,193 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #442.

Moran Wealth Management first reported a position in CM in Q2 2025 and has held it in 6 quarters since. The position peaked at $397K in Q3 2025. 133 funds tracked by Wall St. Rank hold CM as of Q3 2026.

  • Moran Wealth Management held 3,193 shares of Canadian Imperial Bank of Commerce worth $352K as of Q3 2026.
  • Moran Wealth Management sold 60 Canadian Imperial Bank of Commerce shares in Q3 2026, an estimated $7K.
  • Canadian Imperial Bank of Commerce made up 0.01% of Moran Wealth Management's portfolio in Q3 2026, its #442 holding.
  • Moran Wealth Management first reported a position in Canadian Imperial Bank of Commerce in Q2 2025 and has held it in 6 quarters since.
  • Moran Wealth Management's Canadian Imperial Bank of Commerce position peaked at $397K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.