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Mount Yale Investment Advisors’s Commercial Metals CMC Stock Holding History

Mount Yale Investment Advisors’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 		$239K Buy
3,811
+65
+2% +$4.57K ﹤0.01% 1080
2026
Q1 		$230K Buy
+3,746
New +$271K 0.01% 1001
2025
Q3 		– Sell
-5,507
Closed -$269K – 842
2025
Q2 		$269K Buy
5,507
+108
+2% +$5K 0.02% 488
2025
Q1 		$248K Sell
5,399
-65
-1% -$3.16K 0.02% 478
2024
Q4 		$271K Buy
5,464
+12
+0.2% +$677 0.02% 465
2024
Q3 		$300K Buy
+5,452
New +$295K 0.03% 437

Other funds holding CMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's CMC Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Commercial Metals (CMC) stake by 1.7% in Q2 2026, buying an estimated $4.57K and bringing the position to 3,811 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Mount Yale Investment Advisors first reported a position in CMC in Q3 2024 and has held it in 6 quarters since. The position peaked at $300K in Q3 2024. 523 funds tracked by Wall St. Rank hold CMC as of Q2 2026.

  • Mount Yale Investment Advisors held 3,811 shares of Commercial Metals worth $239K as of Q2 2026.
  • Mount Yale Investment Advisors bought 65 Commercial Metals shares in Q2 2026, an estimated $4.57K.
  • Commercial Metals made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1080 holding.
  • Mount Yale Investment Advisors first reported a position in Commercial Metals in Q3 2024 and has held it in 6 quarters since.
  • Mount Yale Investment Advisors's Commercial Metals position peaked at $300K in Q3 2024.
  • 523 funds tracked by Wall St. Rank held Commercial Metals as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.