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Morris Financial Concepts’s Commercial Metals CMC Stock Holding History

Morris Financial Concepts’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 		$280K Buy
4,455
+77
+2% +$5.42K 0.09% 120
2026
Q1 		$269K Sell
4,378
-185
-4% -$13.4K 0.09% 113
2025
Q4 		$316K Buy
4,563
+4
+0.1% +$250 0.11% 97
2025
Q3 		$261K Buy
4,559
+268
+6% +$14.8K 0.09% 115
2025
Q2 		$210K Buy
+4,291
New +$199K 0.08% 130

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

Morris Financial Concepts's CMC Position: Q2 2026 in Review

Morris Financial Concepts increased its Commercial Metals (CMC) stake by 1.8% in Q2 2026, buying an estimated $5.42K and bringing the position to 4,455 shares worth $280K. The position accounts for 0.09% of the portfolio, ranked #120.

Morris Financial Concepts first reported a position in CMC in Q2 2025 and has held it in 5 quarters since. The position peaked at $316K in Q4 2025. 522 funds tracked by Wall St. Rank hold CMC as of Q2 2026.

  • Morris Financial Concepts held 4,455 shares of Commercial Metals worth $280K as of Q2 2026.
  • Morris Financial Concepts bought 77 Commercial Metals shares in Q2 2026, an estimated $5.42K.
  • Commercial Metals made up 0.09% of Morris Financial Concepts's portfolio in Q2 2026, its #120 holding.
  • Morris Financial Concepts first reported a position in Commercial Metals in Q2 2025 and has held it in 5 quarters since.
  • Morris Financial Concepts's Commercial Metals position peaked at $316K in Q4 2025.
  • 522 funds tracked by Wall St. Rank held Commercial Metals as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.