Optimum Investment Advisors’s Commercial Metals CMC Stock Holding History

Optimum 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
2025 Q3	$8.59K	Hold	150	–	–	﹤0.01%	516
2025 Q2	$7.34K	Hold	150	–	–	﹤0.01%	526
2025 Q1	$6.9K	Hold	150	–	–	﹤0.01%	541
2024 Q4	$7.44K	Hold	150	–	–	﹤0.01%	532
2024 Q3	$8.24K	Hold	150	–	–	﹤0.01%	543
2024 Q2	$8.25K	Hold	150	–	–	﹤0.01%	536
2024 Q1	$8.82K	Buy	+150	New	+$7.95K	﹤0.01%	532
2020 Q4	–	Sell	-1,953	Closed	-$39K	–	882
2020 Q3	$39K	Buy	1,953 +8	+0.4%	+$166	0.01%	486
2020 Q2	$40K	Buy	+1,945	New	+$33.4K	0.01%	482
2014 Q1	–	Sell	-1,205	Closed	-$24K	–	749
2013 Q4	$24K	Hold	1,205	–	–	0.01%	484
2013 Q3	$20K	Buy	+1,205	New	+$18.9K	0.01%	494

Other funds holding CMC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Optimum Investment Advisors's CMC Position: Q3 2025 in Review

Optimum Investment Advisors held its Commercial Metals (CMC) position steady in Q3 2025 at 150 shares worth $8.59K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Optimum Investment Advisors first reported a position in CMC in Q3 2013 and has held it in 11 quarters since. The position peaked at $40K in Q2 2020. 425 funds tracked by Wall St. Rank hold CMC as of Q3 2025.

Optimum Investment Advisors held 150 shares of Commercial Metals worth $8.59K as of Q3 2025.
Optimum Investment Advisors left its Commercial Metals share count unchanged in Q3 2025.
Commercial Metals made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #516 holding.
Optimum Investment Advisors first reported a position in Commercial Metals in Q3 2013 and has held it in 11 quarters since.
Optimum Investment Advisors's Commercial Metals position peaked at $40K in Q2 2020.
425 funds tracked by Wall St. Rank held Commercial Metals as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.