CIBC Private Wealth Group LLC
Top Portfolio Positions
2,539 positions ·
$50,203,028,794 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
6,533,586 | $3,159,772,861 | 6.29% | |
| AAPL |
Apple Inc.
Technology
|
10,564,205 | $2,871,984,770 | 5.72% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,945,180 | $2,295,546,447 | 4.57% | |
| NVDA |
Nvidia Corp
Technology
|
12,103,232 | $2,257,252,767 | 4.50% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,443,532 | $2,016,825,516 | 4.02% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,155,380 | $1,016,726,542 | 2.03% | |
| AVGO |
Broadcom Inc.
Technology
|
2,790,816 | $965,901,417 | 1.92% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,454,564 | $960,143,150 | 1.91% | |
| V |
Visa Inc.
Financial Services
|
2,727,513 | $956,566,083 | 1.91% | |
| LLY |
ELI LILLY & Co
Healthcare
|
762,246 | $819,170,607 | 1.63% |
Portfolio Trend
24 quarters · across all stocks
Holdings in EXE
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $227,721,238 | 2,063,440 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $133,542,298 | 1,256,987 | Shares | Defined | 2025-11-24 | |
| 2025-06-30 | $15,275,170 | 130,624 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,552,307 | 130,725 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $16,681,195 | 167,566 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $24,306,602 | 295,521 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $18,289,000 | 222,521 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $14,891,550 | 167,641 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $15,437,318 | 200,641 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $17,301,273 | 200,641 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $16,787,965 | 200,621 | Shares | Defined | 2023-11-21 | |
| 2023-03-31 | $11,428,812 | 150,300 | Shares | Defined | 2023-11-21 | |
| No 13F history on record for this holder in this stock. | ||||||