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

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

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 GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 6,600,946.
  • Q4 2025: Stock WDAY; Country of operation United States; Class CL A; Shares before 1,375,970.
  • Q4 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 6,595,287.
  • Q4 2025: Stock FISV; Country of operation United States; Class COM; Shares before 2,010,977.

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 2025GOOGL
ALPHABET INC
United StatesCAP STK CL A6,600,9466,443,532-157,414$1,604,689,874$2,016,825,444+$412,135,5702026-02-12
Q4 2025WDAY
WORKDAY INC
United StatesCL A1,375,97072,255-1,303,715$331,237,236$15,518,929-$315,718,3072026-02-12
Q4 2025MSFT
MICROSOFT CORP
United StatesCOM6,595,2876,533,586-61,701$3,416,028,952$3,159,772,619-$256,256,3332026-02-12
Q4 2025FISV
FISERV INC
United StatesCOM2,010,97783,589-1,927,388$259,275,253$5,614,673-$253,660,5802026-02-12
Q4 2025CVX
CHEVRON CORP NEW
United StatesCOM1,663,579492,867-1,170,712$258,337,133$75,117,925-$183,219,2082026-02-12
Q4 2025GOOG
ALPHABET INC
United StatesCAP STK CL C3,134,4143,004,241-130,173$763,386,467$942,730,880+$179,344,4132026-02-12
Q4 2025AAPL
APPLE INC
United StatesCOM10,698,43610,564,205-134,231$2,724,142,863$2,871,984,623+$147,841,7602026-02-12
Q4 2025QCOM
QUALCOMM INC
United StatesCOM2,697,2291,968,164-729,065$448,710,965$336,654,411-$112,056,5542026-02-12
Q4 2025SPOT
SPOTIFY TECHNOLOGY S A
SHS146,9154,765-142,150$102,546,677$2,767,083-$99,779,5942026-02-12
Q4 2025AVAV
AEROVIRONMENT INC
United StatesCOM315,7163,346-312,370$99,415,811$809,364-$98,606,4472026-02-12
Q4 2025TEL
TE CONNECTIVITY PLC
ORD SHS2,094,8071,597,847-496,960$459,873,066$363,526,274-$96,346,7922026-02-12
Q4 2025NOW
SERVICENOW INC
United StatesCOM120,720119,464-1,256$111,096,256$18,300,728-$92,795,5282026-02-12
Q4 2025RTX
RTX CORPORATION
United StatesCOM4,177,1243,346,888-830,236$698,958,190$613,819,333-$85,138,8572026-02-12
Q4 2025LNG
CHENIERE ENERGY INC
United StatesCOM NEW1,599,4801,520,843-78,637$375,845,725$295,636,575-$80,209,1502026-02-12
Q4 2025FOUR
SHIFT4 PMTS INC
United StatesCL A1,002,7342,828-999,906$77,611,620$178,067-$77,433,5532026-02-12
Q4 2025BX
BLACKSTONE INC
United StatesCOM4,063,9884,004,273-59,715$694,332,381$617,218,676-$77,113,7052026-02-12
Q4 2025ARES
ARES MANAGEMENT CORPORATION
United StatesCL A COM STK1,007,852545,278-462,574$161,145,458$88,133,303-$73,012,1552026-02-12
Q4 2025MDLZ
MONDELEZ INTL INC
United StatesCL A4,765,3884,218,418-546,970$297,693,763$227,077,422-$70,616,3412026-02-12
Q4 2025ODFL
OLD DOMINION FREIGHT LINE IN
United StatesCOM4,366,8434,355,518-11,325$614,764,213$682,945,285+$68,181,0722026-02-12
Q4 2025AMT
AMERICAN TOWER CORP NEW
United StatesCOM1,419,2951,166,450-252,845$272,958,834$204,793,552-$68,165,2822026-02-12
Q4 2025JKHY
HENRY JACK & ASSOC INC
United StatesCOM1,887,3411,887,305-36$281,081,695$344,395,417+$63,313,7222026-02-12
Q4 2025TMO
THERMO FISHER SCIENTIFIC INC
United StatesCOM834,965806,898-28,067$404,974,678$467,557,029+$62,582,3512026-02-12
Q4 2025CSGP
COSTAR GROUP INC
United StatesCOM1,823,1061,361,651-461,455$153,815,487$91,557,413-$62,258,0742026-02-12
Q4 2025AXON
AXON ENTERPRISE INC
United StatesCOM186,538130,999-55,539$133,867,346$74,398,353-$59,468,9932026-02-12
Q4 2025ZTS
ZOETIS INC
United StatesCL A1,681,3061,484,832-196,474$246,008,713$186,821,597-$59,187,1162026-02-12
Q4 2025AJG
GALLAGHER ARTHUR J & CO
United StatesCOM273,659104,629-169,030$84,763,241$27,076,888-$57,686,3532026-02-12
Q4 2025HD
HOME DEPOT INC
United StatesCOM864,589854,449-10,140$350,322,850$294,015,721-$56,307,1292026-02-12
Q4 2025ADP
AUTOMATIC DATA PROCESSING IN
United StatesCOM1,190,4301,150,563-39,867$349,391,145$295,959,435-$53,431,7102026-02-12
Q4 2025ISRG
INTUITIVE SURGICAL INC
United StatesCOM NEW466,336459,184-7,152$208,559,525$260,063,547+$51,504,0222026-02-12
Q4 2025CELH
CELSIUS HLDGS INC
United StatesCOM NEW898,0425,147-892,895$51,628,434$235,424-$51,393,0102026-02-12
Q4 2025VICI
VICI PPTYS INC
United StatesCOM6,649,7105,901,406-748,304$216,847,058$165,947,538-$50,899,5202026-02-12
Q4 2025OWL
BLUE OWL CAPITAL INC
United StatesCOM CL A9,804,2227,925,890-1,878,332$165,985,485$118,412,802-$47,572,6832026-02-12
Q4 2025ABT
ABBOTT LABS
United StatesCOM4,016,0913,932,281-83,810$537,915,193$492,675,446-$45,239,7472026-02-12
Q4 2025ROP
ROPER TECHNOLOGIES INC
United StatesCOM589,327560,607-28,720$293,891,285$249,542,772-$44,348,5132026-02-12
Q4 2025ORCL
ORACLE CORP
United StatesCOM497,488492,124-5,364$139,913,602$95,919,978-$43,993,6242026-02-12
Q4 2025IQV
IQVIA HLDGS INC
United StatesCOM1,318,7041,299,272-19,432$250,474,554$292,868,999+$42,394,4452026-02-12
Q4 2025TRGP
TARGA RES CORP
United StatesCOM1,007,421687,247-320,174$168,783,395$126,797,140-$41,986,2552026-02-12
Q4 2025MELI
MERCADOLIBRE INC
COM68,24358,684-9,559$159,480,848$118,205,741-$41,275,1072026-02-12
Q4 2025MNST
MONSTER BEVERAGE CORP NEW
United StatesCOM5,036,5404,942,687-93,853$339,009,502$378,955,837+$39,946,3352026-02-12
Q4 2025UNH
UNITEDHEALTH GROUP INC
United StatesCOM1,020,922955,375-65,547$352,524,493$315,378,843-$37,145,6502026-02-12
Q4 2025ETN
EATON CORP PLC
SHS647,067645,558-1,509$242,164,696$205,616,675-$36,548,0212026-02-12
Q4 2025AMP
AMERIPRISE FINL INC
United StatesCOM267,731195,476-72,255$131,522,802$95,849,784-$35,673,0182026-02-12
Q4 2025ORLY
OREILLY AUTOMOTIVE INC
United StatesCOM1,795,0441,733,821-61,223$193,523,678$158,141,800-$35,381,8782026-02-12
Q4 2025NEE
NEXTERA ENERGY INC
United StatesCOM7,585,6667,537,722-47,944$572,641,941$605,128,284+$32,486,3432026-02-12
Q4 2025PGR
PROGRESSIVE CORP
United StatesCOM767,549692,032-75,517$189,546,102$157,589,501-$31,956,6012026-02-12
Q4 2025BSX
BOSTON SCIENTIFIC CORP
United StatesCOM1,387,6861,096,053-291,633$135,479,812$104,508,666-$30,971,1462026-02-12
Q4 2025BLK
BLACKROCK INC
United StatesCOM261,678258,817-2,861$305,082,548$277,021,857-$28,060,6912026-02-12
Q4 2025PLD
PROLOGIS INC.
United StatesCOM2,684,2962,626,891-57,405$307,405,526$335,348,955+$27,943,4292026-02-12
Q4 2025OKE
ONEOK INC NEW
United StatesCOM2,354,7251,962,467-392,258$171,824,265$144,241,308-$27,582,9572026-02-12
Q4 2025SYK
STRYKER CORPORATION
United StatesCOM882,835853,873-28,962$326,357,498$300,110,868-$26,246,6302026-02-12
Q4 2025AMZN
AMAZON COM INC
United StatesCOM10,571,2049,945,180-626,024$2,321,119,188$2,295,546,398-$25,572,7902026-02-12
Q4 2025XOMXXXX
EXXON MOBIL CORP
COM4,068,2844,014,113-54,171$458,699,076$483,058,387+$24,359,3112026-02-12
Q4 2025APH
AMPHENOL CORP NEW
United StatesCL A2,896,1462,831,577-64,569$358,398,126$382,659,310+$24,261,1842026-02-12
Q4 2025DKNG
DRAFTKINGS INC NEW
United StatesCOM CL A1,625,4341,066,582-558,852$60,791,232$36,754,416-$24,036,8162026-02-12
Q4 2025VEEV
VEEVA SYS INC
United StatesCL A COM259,837240,704-19,133$77,408,041$53,732,242-$23,675,7992026-02-12
Q4 2025HUBS
HUBSPOT INC
United StatesCOM127,81790,060-37,757$59,792,793$36,141,078-$23,651,7152026-02-12
Q4 2025CRM
SALESFORCE INC
United StatesCOM1,130,7411,100,057-30,684$267,985,503$291,416,217+$23,430,7142026-02-12
Q4 2025PANW
PALO ALTO NETWORKS INC
United StatesCOM979,731955,998-23,733$199,492,824$176,094,867-$23,397,9572026-02-12
Q4 2025SPGI
S&P GLOBAL INC
United StatesCOM905,469887,275-18,194$440,700,593$463,681,292+$22,980,6992026-02-12
Q4 2025FSLR
FIRST SOLAR INC
United StatesCOM207,54388,717-118,826$45,769,458$23,175,646-$22,593,8122026-02-12
Q4 2025AZO
AUTOZONE INC
United StatesCOM19,88618,551-1,335$85,315,713$62,915,717-$22,399,9962026-02-12
Q4 2025CTAS
CINTAS CORP
United StatesCOM886,708849,177-37,531$182,005,758$159,704,740-$22,301,0182026-02-12
Q4 2025ADI
ANALOG DEVICES INC
United StatesCOM990,237979,203-11,034$243,301,157$265,559,930+$22,258,7732026-02-12
Q4 2025TJX
TJX COS INC NEW
United StatesCOM2,991,0662,958,602-32,464$432,328,728$454,470,927+$22,142,1992026-02-12
Q4 2025PINS
PINTEREST INC
United StatesCL A686,5664,511-682,055$22,086,828$116,790-$21,970,0382026-02-12
Q4 2025IR
INGERSOLL RAND INC
United StatesCOM270,5178,951-261,566$22,350,109$709,123-$21,640,9862026-02-12
Q4 2025ICE
INTERCONTINENTAL EXCHANGE IN
United StatesCOM2,376,4412,348,579-27,862$400,382,721$380,375,794-$20,006,9272026-02-12
Q4 2025PH
PARKER-HANNIFIN CORP
United StatesCOM189,055185,791-3,264$143,332,390$163,302,516+$19,970,1262026-02-12
Q4 2025CAH
CARDINAL HEALTH INC
United StatesCOM441,788431,769-10,019$69,342,996$88,728,540+$19,385,5442026-02-12
Q4 2025MNDY
MONDAY COM LTD
SHS195,551125,868-69,683$37,876,204$18,573,082-$19,303,1222026-02-12
Q4 2025ALNY
ALNYLAM PHARMACEUTICALS INC
United StatesCOM214,213200,425-13,788$97,681,128$79,699,001-$17,982,1272026-02-12
Q4 2025IRM
IRON MTN INC DEL
United StatesCOM721,087677,651-43,436$73,507,620$56,211,138-$17,296,4822026-02-12
Q4 2025NVDA
NVIDIA CORPORATION
United StatesCOM12,188,73012,103,232-85,498$2,274,173,194$2,257,252,822-$16,920,3722026-02-12
Q4 2025LYV
LIVE NATION ENTERTAINMENT IN
United StatesCOM585,304561,905-23,399$95,638,641$80,071,434-$15,567,2072026-02-12
Q4 2025ADBE
ADOBE INC
United StatesCOM605,610566,316-39,294$213,628,896$198,205,083-$15,423,8132026-02-12
Q4 2025JNJ
JOHNSON & JOHNSON
United StatesCOM768,311762,539-5,772$142,460,259$157,807,503+$15,347,2442026-02-12
Q4 2025OTIS
OTIS WORLDWIDE CORP
United StatesCOM2,890,4822,850,031-40,451$264,276,753$248,950,237-$15,326,5162026-02-12
Q4 2025UNP
UNION PAC CORP
United StatesCOM1,795,5101,769,776-25,734$424,404,662$409,384,550-$15,020,1122026-02-12
Q4 2025GWRE
GUIDEWIRE SOFTWARE INC
United StatesCOM189,033143,293-45,740$43,451,171$28,803,366-$14,647,8052026-02-12
Q4 2025NET
CLOUDFLARE INC
United StatesCL A COM579,137556,609-22,528$124,277,008$109,735,464-$14,541,5442026-02-12
Q4 2025AMGN
AMGEN INC
United StatesCOM328,702326,112-2,590$92,759,612$106,739,620+$13,980,0082026-02-12
Q4 2025ZS
ZSCALER INC
United StatesCOM154,157143,808-10,349$46,194,687$32,345,295-$13,849,3922026-02-12
Q4 2025KNTK
KINETIK HOLDINGS INC
United StatesCOM NEW CL A643,338381,299-262,039$27,496,266$13,745,829-$13,750,4372026-02-12
Q4 2025FND
FLOOR & DECOR HLDGS INC
United StatesCL A186,8292,421-184,408$13,769,297$147,415-$13,621,8822026-02-12
Q4 2025V
VISA INC
United StatesCOM CL A2,763,2142,727,513-35,701$943,306,000$956,566,083+$13,260,0832026-02-12
Q4 2025CSCO
CISCO SYS INC
United StatesCOM2,093,5902,030,814-62,776$143,243,423$156,433,615+$13,190,1922026-02-12
Q4 2025MRVL
MARVELL TECHNOLOGY INC
United StatesCOM453,589294,411-159,178$38,133,235$25,019,053-$13,114,1822026-02-12
Q4 2025FIS
FIDELITY NATL INFORMATION SV
United StatesCOM3,119,6162,899,998-219,618$205,707,468$192,733,888-$12,973,5802026-02-12
Q4 2025DKS
DICKS SPORTING GOODS INC
United StatesCOM415,091403,796-11,295$92,241,482$79,939,568-$12,301,9142026-02-12
Q4 2025HESM
HESS MIDSTREAM LP
United StatesCL A SHS1,688,6121,336,810-351,802$58,341,545$46,119,945-$12,221,6002026-02-12
Q4 2025CYBR
CYBERARK SOFTWARE LTD
SHS227,429219,187-8,242$109,882,407$97,770,633-$12,111,7742026-02-12
Q4 2025RBLX
ROBLOX CORP
United StatesCL A137,34790,089-47,258$19,025,306$7,299,912-$11,725,3942026-02-12
Q4 2025CMG
CHIPOTLE MEXICAN GRILL INC
United StatesCOM954,366698,389-255,977$37,401,603$25,840,393-$11,561,2102026-02-12
Q4 2025CWEN
CLEARWAY ENERGY INC
United StatesCL C999,397508,985-490,412$28,232,965$16,928,841-$11,304,1242026-02-12
Q4 2025BA
BOEING CO
United StatesCOM259,573207,647-51,926$56,023,565$45,084,229-$10,939,3362026-02-12
Q4 2025TSCO
TRACTOR SUPPLY CO
United StatesCOM1,029,700964,381-65,319$58,559,047$48,228,684-$10,330,3632026-02-12
Q4 2025WM
WASTE MGMT INC DEL
United StatesCOM286,675242,081-44,594$63,306,417$53,187,544-$10,118,8732026-02-12
Q4 2025BR
BROADRIDGE FINL SOLUTIONS IN
United StatesCOM436,784420,900-15,884$104,028,959$93,932,338-$10,096,6212026-02-12
Q4 2025JPM
JPMORGAN CHASE & CO.
United StatesCOM3,192,3223,155,380-36,942$1,006,954,102$1,016,726,726+$9,772,6242026-02-12
Q4 2025PG
PROCTER & GAMBLE CO
United StatesCOM530,077501,256-28,821$81,446,272$71,835,026-$9,611,2462026-02-12

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