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Valued Wealth Advisors’s Commercial Metals CMC Stock Holding History

Valued Wealth 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
2026
Q2 		$2.08K Buy
33
+30
+1,000% +$2.11K ﹤0.01% 657
2026
Q1 		$193 Sell
3
-4
-57% -$289 ﹤0.01% 706
2025
Q4 		$493 Hold
7
– – ﹤0.01% 536
2025
Q3 		$407 Hold
7
– – ﹤0.01% 539
2025
Q2 		$348 Hold
7
– – ﹤0.01% 546
2025
Q1 		$326 Hold
7
– – ﹤0.01% 582
2024
Q4 		$348 Hold
7
– – ﹤0.01% 582
2024
Q3 		$386 Hold
7
– – ﹤0.01% 552
2024
Q2 		$385 Buy
7
+4
+133% +$221 ﹤0.01% 518
2024
Q1 		$177 Buy
+3
New +$159 ﹤0.01% 556

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

Valued Wealth Advisors's CMC Position: Q2 2026 in Review

Valued Wealth Advisors increased its Commercial Metals (CMC) stake by 1,000% in Q2 2026, buying an estimated $2.11K and bringing the position to 33 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Valued Wealth Advisors first reported a position in CMC in Q1 2024 and has held it in 10 quarters since. 522 funds tracked by Wall St. Rank hold CMC as of Q2 2026.

  • Valued Wealth Advisors held 33 shares of Commercial Metals worth $2.08K as of Q2 2026.
  • Valued Wealth Advisors bought 30 Commercial Metals shares in Q2 2026, an estimated $2.11K.
  • Commercial Metals made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #657 holding.
  • Valued Wealth Advisors first reported a position in Commercial Metals in Q1 2024 and has held it in 10 quarters since.
  • 522 funds tracked by Wall St. Rank held Commercial Metals as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.