SWM
CMA

Shakespeare Wealth Management’s Comerica CMA Stock Holding History

Shakespeare Wealth Management’s Portfolio CMA Stock Details CMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,832
Closed -$768K – 99
2025
Q4 		$768K Hold
8,832
– – 0.17% 51
2025
Q3 		$605K Buy
8,832
+31
+0.4% +$2.09K 0.14% 56
2025
Q2 		$525K Hold
8,801
– – 0.14% 60
2025
Q1 		$520K Sell
8,801
-550
-6% -$34.6K 0.14% 63
2024
Q4 		$578K Hold
9,351
– – 0.16% 51
2024
Q3 		$560K Buy
9,351
+490
+6% +$27K 0.15% 63
2024
Q2 		$452K Sell
8,861
-209
-2% -$10.7K 0.13% 62
2024
Q1 		$499K Sell
9,070
-255
-3% -$13.3K 0.14% 56
2023
Q4 		$520K Hold
9,325
– – 0.16% 56
2023
Q3 		$387K Hold
9,325
– – 0.14% 60
2023
Q2 		$395K Hold
9,325
– – 0.14% 58
2023
Q1 		$405K Hold
9,325
– – 0.14% 56
2022
Q4 		$623K Sell
9,325
-18
-0.2% -$1.25K 0.23% 41
2022
Q3 		$664K Hold
9,343
– – 0.28% 39
2022
Q2 		$710K Hold
9,343
– – 0.29% 38
2022
Q1 		$834K Buy
9,343
+18
+0.2% +$1.7K 0.3% 37
2021
Q4 		$811K Hold
9,325
– – 0.29% 37
2021
Q3 		$770K Hold
9,325
– – 0.3% 37
2021
Q2 		$674K Hold
9,325
– – 0.26% 40
2021
Q1 		$669K Hold
9,325
– – 0.28% 39
2020
Q4 		$521K Sell
9,325
-6,643
-42% -$324K 0.23% 44
2020
Q3 		$611K Hold
15,968
– – 0.32% 40
2020
Q2 		$608K Hold
15,968
– – 0.36% 36
2020
Q1 		$469K Hold
15,968
– – 0.32% 41
2019
Q4 		$1.15M Hold
15,968
– – 0.62% 35
2019
Q3 		$1.05M Hold
15,968
– – 0.61% 34
2019
Q2 		$1.16M Buy
+15,968
New +$1.19M 0.75% 30

Other funds holding CMA

KRS
Kentucky Retirement Systems Frankfort, Kentucky $1.37B AUM 33.36% 1-Year Est. Return
CC
Corsicana & Co Corsicana, Texas $206M AUM 26.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Shakespeare Wealth Management's CMA Position: Q1 2026 in Review

Shakespeare Wealth Management sold out of Comerica (CMA) in Q1 2026, closing a stake of 8,832 shares — an estimated $768K sold.

Shakespeare Wealth Management first reported a position in CMA in Q2 2019 and held it in 27 quarters. The position peaked at $1.16M in Q2 2019. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Shakespeare Wealth Management reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Shakespeare Wealth Management sold 8,832 Comerica shares in Q1 2026, an estimated $768K.
  • Shakespeare Wealth Management first reported a position in Comerica in Q2 2019 and held it in 27 quarters.
  • Shakespeare Wealth Management's Comerica position peaked at $1.16M in Q2 2019.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Shakespeare Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.