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Principia Wealth Advisory’s Commercial Metals CMC Stock Holding History

Principia Wealth Advisory’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 		$439 Buy
7
+4
+133% +$281 ﹤0.01% 917
2026
Q1 		$184 Buy
+3
New +$217 ﹤0.01% 967
2025
Q1 		– Sell
-13
Closed -$645 – 867
2024
Q4 		$645 Buy
+13
New +$733 ﹤0.01% 471

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

Principia Wealth Advisory's CMC Position: Q2 2026 in Review

Principia Wealth Advisory increased its Commercial Metals (CMC) stake by 133% in Q2 2026, buying an estimated $281 and bringing the position to 7 shares worth $439. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Principia Wealth Advisory first reported a position in CMC in Q4 2024 and has held it in 3 quarters since. The position peaked at $645 in Q4 2024. 524 funds tracked by Wall St. Rank hold CMC as of Q2 2026.

  • Principia Wealth Advisory held 7 shares of Commercial Metals worth $439 as of Q2 2026.
  • Principia Wealth Advisory bought 4 Commercial Metals shares in Q2 2026, an estimated $281.
  • Commercial Metals made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #917 holding.
  • Principia Wealth Advisory first reported a position in Commercial Metals in Q4 2024 and has held it in 3 quarters since.
  • Principia Wealth Advisory's Commercial Metals position peaked at $645 in Q4 2024.
  • 524 funds tracked by Wall St. Rank held Commercial Metals as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.