CIBC Private Wealth Group LLC
Top Portfolio Positions
2,544 positions ·
$50,401,487,307 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 | 6.27% | |
| AAPL |
Apple Inc.
Technology
|
10,564,205 | $2,871,984,770 | 5.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,945,180 | $2,295,546,447 | 4.55% | |
| NVDA |
Nvidia Corp
Technology
|
12,103,232 | $2,257,252,767 | 4.48% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,443,532 | $2,016,825,516 | 4.00% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,155,380 | $1,016,726,542 | 2.02% | |
| AVGO |
Broadcom Inc.
Technology
|
2,790,816 | $965,901,417 | 1.92% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,454,564 | $960,143,150 | 1.90% | |
| V |
Visa Inc.
Financial Services
|
2,727,513 | $956,566,083 | 1.90% | |
| LLY |
ELI LILLY & Co
Healthcare
|
762,246 | $819,170,607 | 1.63% |
Portfolio Trend
24 quarters · across all stocks
Holdings in ROL
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $110,900,033 | 1,847,718 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $67,794,065 | 1,154,138 | Shares | Defined | 2025-11-24 | |
| 2025-06-30 | $65,478,738 | 1,160,559 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $62,414,321 | 1,155,179 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,140,074 | 89,322 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,533,434 | 89,629 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,528,199 | 92,810 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,844,561 | 104,702 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $7,796,492 | 178,532 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $6,653,251 | 178,228 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,352,213 | 101,616 | Shares | Defined | 2023-11-21 | |
| 2023-03-31 | $1,668,170 | 44,449 | Shares | Other | 2023-11-21 | |
| 2022-12-31 | $1,521,525 | 41,640 | Shares | Defined | 2023-06-01 | |
| 2022-09-30 | $1,827,497 | 52,696 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $1,777,776 | 50,910 | Shares | Other | 2022-08-03 | |
| 2022-03-31 | $1,868,479 | 53,309 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $1,407,398 | 41,140 | Shares | Other | 2022-04-04 | |
| 2021-03-31 | $437,615 | 12,714 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $496,735 | 12,714 | Shares | Defined | 2021-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||