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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Mount Yale Investment Advisors's CMC Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Commercial Metals (CMC) in Q1 2026: 3,746 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #1001 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in CMC as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in CMC in Q3 2024 and has held it in 5 quarters since. The position peaked at $300K in Q3 2024. 504 funds tracked by Wall St. Rank hold CMC as of Q1 2026.

Mount Yale Investment Advisors held 3,746 shares of Commercial Metals worth $230K as of Q1 2026.
Commercial Metals was a new Mount Yale Investment Advisors position in Q1 2026.
Commercial Metals made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1001 holding.
Mount Yale Investment Advisors first reported a position in Commercial Metals in Q3 2024 and has held it in 5 quarters since.
Mount Yale Investment Advisors's Commercial Metals position peaked at $300K in Q3 2024.
504 funds tracked by Wall St. Rank held Commercial Metals as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.