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WealthPlan Investment Management’s Commercial Metals CMC Stock Holding History

WealthPlan Investment Management’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 		$301K Hold
4,800
– – 0.02% 396
2026
Q1 		$295K Hold
4,800
– – 0.02% 395
2025
Q4 		$332K Hold
4,800
– – 0.02% 305
2025
Q3 		$275K Hold
4,800
– – 0.02% 283
2025
Q2 		$235K Hold
4,800
– – 0.02% 317
2025
Q1 		$221K Buy
+4,800
New +$233K 0.02% 252

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

WealthPlan Investment Management's CMC Position: Q2 2026 in Review

WealthPlan Investment Management held its Commercial Metals (CMC) position steady in Q2 2026 at 4,800 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #396.

WealthPlan Investment Management first reported a position in CMC in Q1 2025 and has held it in 6 quarters since. The position peaked at $332K in Q4 2025. 522 funds tracked by Wall St. Rank hold CMC as of Q2 2026.

  • WealthPlan Investment Management held 4,800 shares of Commercial Metals worth $301K as of Q2 2026.
  • WealthPlan Investment Management left its Commercial Metals share count unchanged in Q2 2026.
  • Commercial Metals made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #396 holding.
  • WealthPlan Investment Management first reported a position in Commercial Metals in Q1 2025 and has held it in 6 quarters since.
  • WealthPlan Investment Management's Commercial Metals position peaked at $332K in Q4 2025.
  • 522 funds tracked by Wall St. Rank held Commercial Metals as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.