Smith Group Asset Management, LLC CM CANADIAN IMPERIAL BK COMM

Ownership history in Smith Group Asset Management, LLC  ·  6 quarters on record

AI Ownership Summary

Smith Group Asset Management, LLC reported CANADIAN IMPERIAL BK COMM (CM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.45% in 2025 Q2. The latest visible filing shows CM at 0.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Smith Group Asset Management, LLC's position in CANADIAN IMPERIAL BK COMM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CM was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Smith Group Asset Management, LLC held CM — position size vs. price
% of Fund (quarterly)    CM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 88,020 +4,080 +4.9% 0.43% $8.3M 2026-05-18 $112.07
2025 Q4 ADDED 83,940 +11,580 +16.0% 0.40% $7.6M 2026-02-10 $97.23
2025 Q3 REDUCED 25.4% +14.8% 72,360 -24,670 -25.4% 0.33% $5.8M 2025-11-13 $85.44
2025 Q2 ADDED 97,030 +5,560 +6.1% 0.45% $6.9M 2025-07-31 $70.86
2025 Q1 ADDED 91,470 +14,370 +18.6% 0.39% $5.1M 2025-04-28 $60.78
2024 Q4 INITIATED 77,100 0.36% $4.9M 2025-01-23 $61.74

FAQ About Smith Group Asset Management, LLC and CM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Smith Group Asset Management, LLC reported owning CM?

Smith Group Asset Management, LLC reported CM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported CM position in Smith Group Asset Management, LLC's portfolio?

The largest reported portfolio weight for CM was 0.45% in 2025 Q2.

What is the latest reported CM position on this page?

The most recent filing on this page is 2026 Q1, when Smith Group Asset Management, LLC reported 88,020 shares, equal to 0.43% of portfolio, with an estimated market value of $8.3M.

What does the chart on this CM ownership page compare?

The chart compares Smith Group Asset Management, LLC's quarterly CM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Smith Group Asset Management, LLC time their CM position?

Based on 13F filing dates vs. subsequent CM price moves, Smith Group Asset Management, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on CM relative to SPY over the holding period was +34.6%.

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