Ritholtz Wealth Management’s Canadian Imperial Bank of Commerce CM Stock Holding History

Ritholtz Wealth Management’s Portfolio CM Stock Details CM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.86M	Buy	19,650 +2,877	+17%	+$275K	0.03%	388
2025 Q4	$1.52M	Buy	16,773 +3,055	+22%	+$262K	0.03%	404
2025 Q3	$1.1M	Sell	13,718 -53	-0.4%	-$3.99K	0.02%	466
2025 Q2	$975K	Sell	13,771 -237	-2%	-$15.3K	0.02%	462
2025 Q1	$789K	Sell	14,008 -2,385	-15%	-$144K	0.02%	462
2024 Q4	$1.04M	Buy	16,393 +2,085	+15%	+$133K	0.03%	357
2024 Q3	$878K	Buy	14,308 +8,362	+141%	+$453K	0.03%	405
2024 Q2	$283K	Buy	5,946 +408	+7%	+$19.8K	0.01%	668
2024 Q1	$281K	Buy	+5,538	New	+$262K	0.01%	658

Other funds holding CM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return