Advertisement
Screener

CIBC Private Wealth Group LLC Historic Quarter Change: USA Stocks, Added

CIBC Private Wealth Group LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 18 quarters from 2014-03-31 to 2025-12-31, CIBC Private Wealth Group LLC opened 3,300 positions, added to 6,254, reduced 6,672 and sold out of 1,668.

  • Q4 2025: Stock LLY; Country of operation United States; Class COM; Shares before 553,367.
  • Q4 2025: Stock INTU; Country of operation United States; Class COM; Shares before 50,187.
  • Q4 2025: Stock AVGO; Country of operation United States; Class COM; Shares before 2,521,836.
  • Q4 2025: Stock AMD; Country of operation United States; Class COM; Shares before 71,735.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1298088), 18 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-09); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-11); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-11); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-10); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-12); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-11); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-12); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-12); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2004-06-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025LLY
ELI LILLY & CO
United StatesCOM553,367762,246+208,879$422,219,289$819,170,665+$396,951,3762026-02-12
Q4 2025INTU
INTUIT
United StatesCOM50,187457,562+407,375$34,273,490$303,097,897+$268,824,4072026-02-12
Q4 2025AVGO
BROADCOM INC
United StatesCOM2,521,8362,790,816+268,980$831,979,153$965,901,492+$133,922,3392026-02-12
Q4 2025AMD
ADVANCED MICRO DEVICES INC
United StatesCOM71,735637,788+566,053$11,606,005$136,588,631+$124,982,6262026-02-12
Q4 2025NFLX
NETFLIX INC
United StatesCOM230,9091,806,902+1,575,993$276,841,887$169,415,123-$107,426,7642026-02-12
Q4 2025EXE
EXPAND ENERGY CORPORATION
United StatesCOM1,256,9872,063,440+806,453$133,542,290$227,721,251+$94,178,9612026-02-12
Q4 2025DHR
DANAHER CORPORATION
United StatesCOM2,029,7272,034,341+4,614$402,413,634$465,701,381+$63,287,7472026-02-12
Q4 2025CDNS
CADENCE DESIGN SYSTEM INC
United StatesCOM125,719331,882+206,163$44,160,056$103,739,676+$59,579,6202026-02-12
Q4 2025KGS
KODIAK GAS SVCS INC
United StatesCOM46,7751,471,663+1,424,888$1,729,272$55,040,196+$53,310,9242026-02-12
Q4 2025ROL
ROLLINS INC
United StatesCOM1,154,1381,847,718+693,580$67,794,087$110,900,049+$43,105,9622026-02-12
Q4 2025LHX
L3HARRIS TECHNOLOGIES INC
United StatesCOM470,662634,731+164,069$143,744,789$186,338,122+$42,593,3332026-02-12
Q4 2025META
META PLATFORMS INC
United StatesCL A1,363,4241,454,564+91,140$1,001,271,037$960,142,921-$41,128,1162026-02-12
Q4 2025ASML
ASML HOLDING N V
N Y REGISTRY SHS371,092373,119+2,027$359,250,708$399,185,146+$39,934,4382026-02-12
Q4 2025TMUS
T-MOBILE US INC
United StatesCOM668,629953,411+284,782$160,056,404$193,580,574+$33,524,1702026-02-12
Q4 2025IAU
ISHARES GOLD TR
United StatesISHARES NEW2,651,4322,735,976+84,544$192,944,707$222,079,192+$29,134,4852026-02-12
Q4 2025PPL
PPL CORP
United StatesCOM2,791753,223+750,432$103,707$26,377,863+$26,274,1562026-02-12
Q4 2025TDG
TRANSDIGM GROUP INC
United StatesCOM174,683191,421+16,738$230,235,615$254,560,837+$24,325,2222026-02-12
Q4 2025VVV
VALVOLINE INC
United StatesCOM707,3631,706,259+998,896$25,401,405$49,583,887+$24,182,4822026-02-12
Q4 2025RACE
FERRARI N V
COM183,917184,894+977$89,076,525$68,828,890-$20,247,6352026-02-12
Q4 2025DUK
DUKE ENERGY CORP NEW
United StatesCOM NEW54,991225,280+170,289$6,805,150$26,405,025+$19,599,8752026-02-12
Q4 2025AEE
AMEREN CORP
United StatesCOM377,905565,303+187,398$39,445,724$56,451,158+$17,005,4342026-02-12
Q4 2025NRG
NRG ENERGY INC
United StatesCOM NEW244,383346,283+101,900$39,577,833$55,142,109+$15,564,2762026-02-12
Q4 2025AEP
AMERICAN ELEC PWR CO INC
United StatesCOM74,517207,666+133,149$8,383,186$23,945,963+$15,562,7772026-02-12
Q4 2025DXCM
DEXCOM INC
United StatesCOM2,907,8013,128,114+220,313$195,665,945$207,612,942+$11,946,9972026-02-12
Q4 2025ILMN
ILLUMINA INC
United StatesCOM299,361302,802+3,441$28,430,314$39,715,510+$11,285,1962026-02-12
Q4 2025MPLX
MPLX LP
United StatesCOM UNIT REP LTD2,688,0902,724,200+36,110$134,270,096$145,390,554+$11,120,4582026-02-12
Q4 2025CHKP
CHECK POINT SOFTWARE TECH LT
ORD546,808555,741+8,933$113,140,085$103,123,263-$10,016,8222026-02-12
Q4 2025TSLA
TESLA INC
United StatesCOM69,28090,769+21,489$30,810,004$40,820,435+$10,010,4312026-02-12
Q4 2025ET
ENERGY TRANSFER L P
United StatesCOM UT LTD PTN15,338,61515,366,720+28,105$263,210,630$253,397,208-$9,813,4222026-02-12
Q4 2025ALC
ALCON AG
ORD SHS1,618,7961,639,527+20,731$120,584,118$130,390,510+$9,806,3922026-02-12
Q4 2025FLUT
FLUTTER ENTMT PLC
SHS425,641544,049+118,408$108,113,234$116,992,316+$8,879,0822026-02-12
Q4 2025MRK
MERCK & CO INC
United StatesCOM392,779396,195+3,416$32,965,958$41,703,481+$8,737,5232026-02-12
Q4 2025RCL
ROYAL CARIBBEAN GROUP
United StatesCOM258,441268,770+10,329$83,626,378$74,965,413-$8,660,9652026-02-12
Q4 2025CB
CHUBB LIMITED
COM209,489216,630+7,141$59,128,166$67,614,583+$8,486,4172026-02-12
Q4 2025ED
CONSOLIDATED EDISON INC
United StatesCOM23,579108,837+85,258$2,370,209$10,809,657+$8,439,4482026-02-12
Q4 2025CMS
CMS ENERGY CORP
United StatesCOM6,248121,202+114,954$457,700$8,475,681+$8,017,9812026-02-12
Q4 2025LNT
ALLIANT ENERGY CORP
United StatesCOM144,176264,217+120,041$9,718,904$17,176,747+$7,457,8432026-02-12
Q4 2025ATMP
BARCLAYS BANK PLC
United KingdomIPATH SELCT MLP15,934,42616,193,057+258,631$458,831,812$465,874,262+$7,042,4502026-02-12
Q4 2025PLNT
PLANET FITNESS INC
United StatesCL A273,939323,740+49,801$28,434,868$35,116,078+$6,681,2102026-02-12
Q4 2025DPZ
DOMINOS PIZZA INC
United StatesCOM54,71871,713+16,995$23,622,306$29,891,240+$6,268,9342026-02-12
Q4 2025MS
MORGAN STANLEY
United StatesCOM NEW301,124302,112+988$47,866,607$53,634,001+$5,767,3942026-02-12
Q4 2025INR
INFINITY NAT RES INC
United StatesCOM CL A381,590715,562+333,972$5,002,645$10,540,228+$5,537,5832026-02-12
Q4 2025HQY
HEALTHEQUITY INC
United StatesCOM213,406276,723+63,317$20,224,496$25,350,557+$5,126,0612026-02-12
Q4 2025CAT
CATERPILLAR INC
United StatesCOM42,30543,404+1,099$20,185,991$24,864,923+$4,678,9322026-02-12
Q4 2025XEL
XCEL ENERGY INC
United StatesCOM12,51374,399+61,886$1,009,173$5,495,110+$4,485,9372026-02-12
Q4 2025EME
EMCOR GROUP INC
United StatesCOM47,05856,513+9,455$30,566,075$34,574,132+$4,008,0572026-02-12
Q4 2025TXO
TXO PARTNERS LP
United StatesCOM UNIT1,807,9672,034,567+226,600$25,401,936$21,708,830-$3,693,1062026-02-12
Q4 2025CMI
CUMMINS INC
United StatesCOM38,64639,179+533$16,323,028$19,999,055+$3,676,0272026-02-12
Q4 2025TEAM
ATLASSIAN CORPORATION
CL A19,87941,772+21,893$3,174,676$6,772,912+$3,598,2362026-02-12
Q4 2025DECK
DECKERS OUTDOOR CORP
United StatesCOM98,607129,930+31,323$9,995,792$13,469,843+$3,474,0512026-02-12
Q4 2025ALAB
ASTERA LABS INC
United StatesCOM7,97929,714+21,735$1,562,288$4,943,221+$3,380,9332026-02-12
Q4 2025MTDR
MATADOR RES CO
United StatesCOM1,356,6661,357,127+461$60,955,004$57,596,470-$3,358,5342026-02-12
Q4 2025BRZE
BRAZE INC
United StatesCOM CL A186,777239,399+52,622$5,311,938$8,208,992+$2,897,0542026-02-12
Q4 2025GLD
SPDR GOLD TR
United StatesGOLD SHS56,40157,877+1,476$20,048,863$22,937,426+$2,888,5632026-02-12
Q4 2025SNDK
SANDISK CORP
United StatesCOM1,41412,769+11,355$158,651$3,031,105+$2,872,4542026-02-12
Q4 2025OKTA
OKTA INC
United StatesCL A72733,854+33,127$66,666$2,927,355+$2,860,6892026-02-12
Q4 2025WFC
WELLS FARGO CO NEW
United StatesCOM256,567261,388+4,821$21,505,424$24,361,328+$2,855,9042026-02-12
Q4 2025CVS
CVS HEALTH CORP
United StatesCOM52,35785,165+32,808$3,947,203$6,758,717+$2,811,5142026-02-12
Q4 2025DTM
DT MIDSTREAM INC
United StatesCOMMON STOCK383,225383,668+443$43,327,419$45,917,386+$2,589,9672026-02-12
Q4 2025GTLB
GITLAB INC
United StatesCLASS A COM56665,806+65,240$25,515$2,469,699+$2,444,1842026-02-12
Q4 2025LRCX
LAM RESEARCH CORP
United StatesCOM NEW39,04843,871+4,823$5,228,517$7,509,923+$2,281,4062026-02-12
Q4 2025AMAT
APPLIED MATLS INC
United StatesCOM30,45832,920+2,462$6,236,021$8,460,034+$2,224,0132026-02-12
Q4 2025KO
COCA COLA CO
United StatesCOM489,921495,541+5,620$32,491,544$34,643,305+$2,151,7612026-02-12
Q4 2025MSTR
STRATEGY INC
United StatesCL A NEW11,94012,334+394$3,847,316$1,874,212-$1,973,1042026-02-12
Q4 2025MU
MICRON TECHNOLOGY INC
United StatesCOM12,52513,674+1,149$2,095,678$3,902,704+$1,807,0262026-02-12
Q4 2025BAC
BANK AMERICA CORP
United StatesCOM388,725396,971+8,246$20,054,341$21,833,401+$1,779,0602026-02-12
Q4 2025CRDO
CREDO TECHNOLOGY GROUP HOLDI
Cayman IslandsORDINARY SHARES86112,323+11,462$125,370$1,773,156+$1,647,7862026-02-12
Q4 2025FAST
FASTENAL CO
United StatesCOM184,902185,169+267$9,067,590$7,430,831-$1,636,7592026-02-12
Q4 2025HGV
HILTON GRAND VACATIONS INC
United StatesCOM62,73294,744+32,012$2,622,825$4,239,794+$1,616,9692026-02-12
Q4 2025MBOT
MICROBOT MED INC
COM NEW1,454,0001,480,000+26,000$4,434,700$2,960,000-$1,474,7002026-02-12
Q4 2025COF
CAPITAL ONE FINL CORP
United StatesCOM43,19343,564+371$9,182,065$10,558,093+$1,376,0282026-02-12
Q4 2025BALL
BALL CORP
United StatesCOM31,50155,669+24,168$1,588,280$2,948,761+$1,360,4812026-02-12
Q4 2025CWENA
CLEARWAY ENERGY INC
United StatesCL A297,774297,783+9$8,019,054$9,356,342+$1,337,2882026-02-12
Q4 2025MDT
MEDTRONIC PLC
IrelandSHS551,349560,406+9,057$52,510,454$53,832,648+$1,322,1942026-02-12
Q4 2025POST
POST HLDGS INC
United StatesCOM25,51640,515+14,999$2,742,460$4,013,011+$1,270,5512026-02-12
Q4 2025MLPB
UBS AG LONDON BRANCH
SwitzerlandETRACS ALER MLP3,115,4133,126,389+10,976$77,854,788$79,105,149+$1,250,3612026-02-12
Q4 2025INTC
INTEL CORP
United StatesCOM340,427342,109+1,682$11,421,336$12,623,810+$1,202,4742026-02-12
Q4 2025AXSM
AXSOME THERAPEUTICS INC
United StatesCOM14,37515,684+1,309$1,745,844$2,864,526+$1,118,6822026-02-12
Q4 2025LAD
LITHIA MTRS INC
United StatesCOM41,08142,081+1,000$12,981,702$13,984,907+$1,003,2052026-02-12
Q4 2025RSG
REPUBLIC SVCS INC
United StatesCOM69,79980,232+10,433$16,017,466$17,003,591+$986,1252026-02-12
Q4 2025T
AT&T INC
United StatesCOM280,135281,065+930$7,911,004$6,981,648-$929,3562026-02-12
Q4 2025C
CITIGROUP INC
United StatesCOM NEW43,14245,305+2,163$4,378,872$5,286,671+$907,7992026-02-12
Q4 2025CEF
SPROTT ASSET MANAGEMENT LP
CanadaPHYSICAL GOLD AN33,05944,378+11,319$1,212,935$2,032,512+$819,5772026-02-12
Q4 2025ON
ON SEMICONDUCTOR CORP
United StatesCOM21,56934,523+12,954$1,063,567$1,869,420+$805,8532026-02-12
Q4 2025ANET
ARISTA NETWORKS INC
United StatesCOM SHS55,91256,569+657$8,146,962$7,412,258-$734,7042026-02-12
Q4 2025JCI
JOHNSON CTLS INTL PLC
SHS70,57670,780+204$7,759,824$8,475,847+$716,0232026-02-12
Q4 2025LITE
LUMENTUM HLDGS INC
United StatesCOM1,9182,767+849$312,078$1,019,889+$707,8112026-02-12
Q4 2025FLYW
FLYWIRE CORPORATION
United StatesCOM VTG92,536138,120+45,584$1,252,937$1,955,779+$702,8422026-02-12
Q4 2025IONQ
IONQ INC
United StatesCOM3,76320,561+16,798$231,425$922,572+$691,1472026-02-12
Q4 2025KLAC
KLA CORP
United StatesCOM NEW4,6954,733+38$5,064,259$5,750,704+$686,4452026-02-12
Q4 2025ESI
ELEMENT SOLUTIONS INC
United StatesCOM54,87582,573+27,698$1,381,204$2,063,499+$682,2952026-02-12
Q4 2025SGOL
ETFS GOLD TR
United StatesPHYSCL GOLD SHS22,47936,479+14,000$827,452$1,498,557+$671,1052026-02-12
Q4 2025BILL
BILL HOLDINGS INC
United StatesCOM105,614114,639+9,025$5,594,374$6,252,411+$658,0372026-02-12
Q4 2025PHYS
SPROTT ASSET MANAGEMENT LP
CanadaPHYSICAL GOLD TR103,476111,509+8,033$3,064,959$3,682,027+$617,0682026-02-12
Q4 2025BN
BROOKFIELD CORP
CL A LTD VT SH2,490,6883,735,465+1,244,777$170,811,673$171,421,217+$609,5442026-02-12
Q4 2025FBTC
FIDELITY WISE ORIGIN BITCOIN
United StatesSHS31,67333,549+1,876$3,161,232$2,557,402-$603,8302026-02-12
Q4 2025CLVT
CLARIVATE PLC
ORD SHS286,507507,981+221,474$1,097,322$1,696,657+$599,3352026-02-12
Q4 2025ENR
ENERGIZER HLDGS INC NEW
United StatesCOM6529,724+29,659$1,618$591,210+$589,5922026-02-12
Q4 2025COHR
COHERENT CORP
United StatesCOM6,4746,811+337$697,379$1,257,106+$559,7272026-02-12
Q4 2025VRTX
VERTEX PHARMACEUTICALS INC
United StatesCOM6,7987,087+289$2,662,369$3,212,962+$550,5932026-02-12

Similar Firms

Firm NameCountry13F ValueHoldings
LAZARD ASSET MANAGEMENT LLCUnited States$59.022B2,068
AVIVA PLCUnited Kingdom$59.301B870
CAISSE DE DEPOT ET PLACEMENT DU QUEBECCanada$58.952B540
Man Group plcUnited Kingdom$58.828B3,441
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDCanada$59.787B1,367
FEDERATED HERMES, INC.United States$59.855B3,963
GQG Partners LLCUnited States$60.717B90
GROUP ONE TRADING LLCUnited States$57.279B8,559
First Eagle Investment Management, LLCUnited States$56.822B597
Universal- Beteiligungs- und Servicegesellschaft mbHGermany$61.604B2,054