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

Venturi 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
Q2 		$223K Buy
+1,938
New +$213K 0.01% 579
2025
Q1 		– Sell
-63
Closed -$3.98K – 809
2024
Q4 		$3.98K Buy
63
+31
+97% +$1.97K ﹤0.01% 1759
2024
Q3 		$1.96K Buy
32
+9
+39% +$487 ﹤0.01% 1668
2024
Q2 		$1.09K Buy
+23
New +$1.11K ﹤0.01% 1468

Other funds holding CM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Venturi Wealth Management's CM Position: Q2 2026 in Review

Venturi Wealth Management opened a new position in Canadian Imperial Bank of Commerce (CM) in Q2 2026: 1,938 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #579 among its holdings. This is a return to the name: Venturi Wealth Management previously reported a position in CM as recently as Q4 2024.

Venturi Wealth Management first reported a position in CM in Q2 2024 and has held it in 4 quarters since. 563 funds tracked by Wall St. Rank hold CM as of Q2 2026.

  • Venturi Wealth Management held 1,938 shares of Canadian Imperial Bank of Commerce worth $223K as of Q2 2026.
  • Canadian Imperial Bank of Commerce was a new Venturi Wealth Management position in Q2 2026.
  • Canadian Imperial Bank of Commerce made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #579 holding.
  • Venturi Wealth Management first reported a position in Canadian Imperial Bank of Commerce in Q2 2024 and has held it in 4 quarters since.
  • 563 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.