Sheets Smith Wealth Management’s CEL-SCI Corp CVM Stock Holding History

Sheets Smith Wealth Management’s Portfolio CVM Stock Details CVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,500	Closed	-$10.4K	–	398
2025 Q1	$10.4K	Hold	1,500	–	–	﹤0.01%	355
2024 Q4	$18K	Hold	1,500	–	–	﹤0.01%	374
2024 Q3	$47.7K	Buy	1,500 +167	+13%	+$5.89K	0.01%	369
2024 Q2	$46.4K	Buy	1,333 +666	+100%	+$28.4K	0.01%	371
2024 Q1	$38.2K	Hold	667	–	–	﹤0.01%	374
2023 Q4	$54.4K	Buy	+667	New	+$41.6K	0.01%	342

Other funds holding CVM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

Sheets Smith Wealth Management's CVM Position: Q2 2025 in Review

Sheets Smith Wealth Management sold out of CEL-SCI Corp (CVM) in Q2 2025, closing a stake of 1,500 shares — an estimated $10.4K sold.

Sheets Smith Wealth Management first reported a position in CVM in Q4 2023 and held it in 6 quarters. The position peaked at $54.4K in Q4 2023. 28 funds tracked by Wall St. Rank hold CVM as of Q2 2025.

Sheets Smith Wealth Management reported no remaining CEL-SCI Corp position as of Q2 2025 after selling out during the quarter.
Sheets Smith Wealth Management sold 1,500 CEL-SCI Corp shares in Q2 2025, an estimated $10.4K.
Sheets Smith Wealth Management first reported a position in CEL-SCI Corp in Q4 2023 and held it in 6 quarters.
Sheets Smith Wealth Management's CEL-SCI Corp position peaked at $54.4K in Q4 2023.
28 funds tracked by Wall St. Rank held CEL-SCI Corp as of Q2 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.