Optima Capital’s Commercial Metals CMC Stock Holding History

Optima Capital’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	–	Sell	-9	Closed	-$623	–	361
2025 Q4	$623	Buy	+9	New	+$563	﹤0.01%	1073

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 $95.5B AUM 28.4% 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

Optima Capital's CMC Position: Q1 2026 in Review

Optima Capital sold out of Commercial Metals (CMC) in Q1 2026, closing a stake of 9 shares — an estimated $623 sold.

Optima Capital first reported a position in CMC in Q4 2025 and held it in 1 quarter. The position peaked at $623 in Q4 2025. 504 funds tracked by Wall St. Rank hold CMC as of Q1 2026.

Optima Capital reported no remaining Commercial Metals position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 9 Commercial Metals shares in Q1 2026, an estimated $623.
Optima Capital first reported a position in Commercial Metals in Q4 2025 and held it in 1 quarter.
Optima Capital's Commercial Metals position peaked at $623 in Q4 2025.
504 funds tracked by Wall St. Rank held Commercial Metals as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.