Commerzbank Aktiengesellschaft
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Commerzbank Aktiengesellschaft reported 347 stock positions worth $5.0 billion. Its top holding was Alphabet Class A (GOOGL) at 6.3% of the portfolio, followed by Microsoft (MSFT, 6.2%) and Apple (AAPL, 5.7%). Compared with Q1 2026, it opened 21 new positions, sold out of 30, added to 102 and reduced 205. The biggest buy was PayPal (PYPL, shares +11527%) and the biggest sale Deutsche Bank AG-Registered (DB, shares −78%).
- Most Recent 13F
- Q2 2026
- Location
- FRANKFURT, 2M
- CIK
- 0000852933
- Portfolio Value
- $5.0B (Q2 2026)
- SEC Filing
- 0001683168-26-006087 ↗ filed Aug 7, 2026
Holdings Value
Holdings 347 stocks · $5.0B
| GOOGL Alphabet Inc. Class A | 6.30% | 882,118 | $315.2M | Reduce -5.3% |
| MSFT Microsoft Corp. | 6.25% | 838,500 | $312.8M | Add +8.9% |
| AAPL Apple Inc. | 5.66% | 979,135 | $283.3M | Reduce -6.2% |
| CSCO Cisco Systems Inc. | 4.99% | 2,127,030 | $249.8M | Reduce -16.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 3.95% | 702,147 | $197.5M | Add +2.9% |
| AVGO Broadcom Inc. | 3.63% | 480,306 | $181.4M | Add +10.6% |
| V Visa Inc. Class A | 3.49% | 509,225 | $174.7M | Add +0.8% |
| JPM JPMorgan Chase & Co. | 3.20% | 489,209 | $160.1M | Add +0.8% |
| JNJ Johnson & Johnson | 3.20% | 630,281 | $160.1M | Add +5.9% |
| CVX Chevron Corp. | 3.13% | 944,091 | $156.5M | Reduce -1.5% |
| KO The Coca-Cola Co. | 2.95% | 1,819,326 | $147.9M | Reduce -17.4% |
| NVDA Nvidia Corp. | 2.64% | 660,044 | $132.1M | Reduce -11.5% |
| PG The Procter & Gamble Co. | 2.33% | 795,119 | $116.6M | Add +20.7% |
| META Meta Platforms Inc. Class A | 2.11% | 187,180 | $105.4M | Add +7.0% |
| CMCSA Comcast Corp. Class A | 1.95% | 3,973,225 | $97.5M | Add +56.1% |
| MCD McDonald's Corp. | 1.91% | 353,887 | $95.7M | Add +66.7% |
| CRM Salesforce Inc. | 1.84% | 588,164 | $92.1M | Add +54.5% |
| XOM Exxon Mobil Corp. | 1.83% | 669,835 | $91.6M | Reduce -19.5% |
| AMZN Amazon.com Inc. | 1.79% | 376,150 | $89.7M | Reduce -3.6% |
| HPQ HP Inc. | 1.61% | 3,673,187 | $80.6M | Add +73.2% |
| CAT Caterpillar Inc. | 1.60% | 75,042 | $79.9M | Reduce -33.6% |
| AMGN Amgen Inc. | 1.52% | 209,478 | $75.9M | Add +7.5% |
| PANW Palo Alto Networks Inc. | 1.48% | 217,701 | $74.2M | Reduce -27.4% |
| HD Home Depot Inc. | 1.39% | 196,803 | $69.4M | Add +10.1% |
| VZ Verizon Communications Inc. | 1.35% | 1,593,486 | $67.5M | Add +14.7% |
| PYPL PayPal Holdings Inc. | 1.30% | 1,507,517 | $65.1M | Add +11526.7% |
| PEP Pepsico Inc. | 1.27% | 470,767 | $63.7M | Add +15.1% |
| GS Goldman Sachs Group Inc. | 1.19% | 58,834 | $59.5M | Reduce -8.0% |
| AEP American Electric Power | 1.16% | 423,721 | $58.0M | Reduce -5.5% |
| LLY Eli Lilly & Co. | 0.83% | 34,683 | $41.6M | Add +6.5% |
| DB Deutsche Bank AG-Registered | 0.68% | 1,007,236 | $34.0M | Reduce -78.5% |
| TMO Thermo Fisher Scientific Inc. | 0.66% | 65,756 | $33.0M | Add +2.7% |
| ORCL Oracle Corp. | 0.61% | 208,780 | $30.6M | Add +17.0% |
| WMT Walmart Inc. | 0.58% | 255,387 | $28.9M | Add +50.3% |
| MRK Merck & Co. Inc. | 0.55% | 215,121 | $27.6M | Add +7.9% |
| MA Mastercard Inc. Class A | 0.52% | 51,098 | $26.2M | Add +20.8% |
| AMAT Applied Materials Inc. | 0.50% | 34,290 | $24.8M | Add +31.8% |
| QCOM Qualcomm Inc. | 0.49% | 131,511 | $24.3M | Reduce -73.6% |
| GLW Corning Inc. | 0.42% | 83,232 | $21.3M | Add +146.3% |
| NFLX Netflix Inc. | 0.39% | 274,559 | $19.6M | Reduce -0.0% |
| KLAC KLA Corp. | 0.35% | 58,113 | $17.5M | Reduce -1.3% |
| T AT&T Inc. | 0.34% | 812,943 | $16.8M | Add +55.9% |
| BAC Bank of America Corp. | 0.34% | 294,639 | $16.8M | Reduce -18.6% |
| GE General Electric filed as GE AEROSPACE | 0.32% | 42,492 | $15.9M | Reduce -22.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.31% | 30,973 | $15.5M | Reduce -3.4% |
| BLK BlackRock Inc. | 0.30% | 15,527 | $14.9M | Add +14.8% |
| GOOG Alphabet Inc. Class C | 0.29% | 41,568 | $14.7M | Reduce -26.5% |
| COST Costco Wholesale Corp. | 0.29% | 15,546 | $14.5M | Add +40.0% |
| UNH Unitedhealth Group Inc. | 0.28% | 33,870 | $14.1M | Reduce -66.0% |
| WM Waste Management Inc. | 0.27% | 61,606 | $13.7M | Reduce -52.6% |
| CME Cme Group Inc. | 0.25% | 57,708 | $12.7M | Add +6.1% |
| NOW ServiceNow Inc. | 0.25% | 125,734 | $12.5M | Add +65.3% |
| MMM 3M Co. | 0.23% | 70,170 | $11.4M | Add +57.5% |
| ACN Accenture PLC Class A | 0.22% | 89,866 | $11.2M | Add +42.7% |
| TSLA Tesla Inc. | 0.22% | 26,318 | $11.1M | Reduce -10.0% |
| PLTR Palantir Technologies Inc. Class A | 0.22% | 94,556 | $11.0M | Add +69.6% |
| PFE Pfizer Inc. | 0.21% | 444,778 | $10.7M | Add +0.1% |
| ABT Abbott Laboratories | 0.21% | 116,599 | $10.6M | Reduce -0.6% |
| USB US Bancorp | 0.21% | 173,676 | $10.5M | Reduce -11.6% |
| XYL Xylem Inc. | 0.20% | 86,717 | $10.3M | Reduce -1.3% |
| ADBE Adobe Inc. | 0.20% | 49,359 | $10.1M | Add +37.1% |
| ABBV Abbvie Inc. | 0.20% | 39,227 | $9.9M | Reduce -45.6% |
| DE Deere & Co. | 0.19% | 15,256 | $9.7M | Add +348.2% |
| WFC Wells Fargo & Co. | 0.19% | 114,129 | $9.4M | Reduce -3.2% |
| CL Colgate-Palmolive Co. | 0.19% | 102,868 | $9.4M | Add +203.2% |
| UPS United Parcel Service Class B | 0.19% | 87,308 | $9.4M | Reduce -3.4% |
| INTC Intel Corp. | 0.18% | 65,933 | $9.2M | Reduce -57.3% |
| MU Micron Technology Inc. | 0.18% | 7,881 | $9.1M | Reduce -18.8% |
| LIN Linde PLC | 0.17% | 16,295 | $8.5M | Reduce -6.4% |
| TRV The Travelers Cos Inc. | 0.17% | 25,021 | $8.3M | Add +0.6% |
| CVS CVS Health Corp. | 0.16% | 79,378 | $8.2M | Reduce -22.3% |
| SYK Stryker Corp. | 0.16% | 25,526 | $8.0M | Add +83.3% |
| COP Conocophillips | 0.16% | 75,707 | $7.9M | Add +7.8% |
| NEM Newmont Corp. | 0.15% | 82,837 | $7.7M | Add +47.9% |
| TXN Texas Instruments Inc. | 0.15% | 25,705 | $7.7M | Reduce -59.4% |
| AMT American Tower Corp. | 0.15% | 46,175 | $7.6M | Add +22.7% |
| MDLZ Mondelez International Inc. Class A | 0.15% | 129,672 | $7.5M | Reduce -77.0% |
| AMD Advanced Micro Devices | 0.15% | 12,822 | $7.4M | Reduce -21.5% |
| FDX FedEx Corp. | 0.14% | 23,099 | $7.2M | Add +6.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.13% | 13,605 | $6.5M | Add +8.0% |
| MNST Monster Beverage Corp. | 0.13% | 67,335 | $6.5M | Reduce -0.9% |
| TEL Te Connectivity PLC | 0.13% | 31,833 | $6.4M | Add +1073.8% |
| UNP Union Pacific Corp. | 0.12% | 22,419 | $6.1M | Reduce -4.7% |
| AXP American Express Co. | 0.12% | 17,428 | $5.9M | Reduce -10.5% |
| LOW Lowe's Cos Inc. | 0.11% | 25,792 | $5.7M | Add +13.0% |
| MCO Moody's Corp. | 0.11% | 12,192 | $5.5M | Add +3.1% |
| SCHW Schwab (charles) Corp. | 0.11% | 58,614 | $5.4M | Reduce -4.0% |
| NKE Nike Inc. Class B | 0.11% | 129,729 | $5.3M | Add +3.5% |
| CCI Crown Castle Inc. | 0.11% | 70,223 | $5.3M | Add +16.0% |
| ELV Elevance Health Inc. | 0.10% | 13,589 | $5.3M | Reduce -5.5% |
| GILD Gilead Sciences Inc. | 0.10% | 41,571 | $5.3M | Reduce -24.1% |
| NEE Nextera Energy Inc. | 0.10% | 56,459 | $5.0M | Add +31.9% |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.10% | 179,462 | $4.9M | Add +9.2% |
| ADI Analog Devices Inc. | 0.10% | 12,067 | $4.8M | Reduce -26.4% |
| HON Honeywell International Inc. | 0.09% | 21,099 | $4.7M | Reduce -90.4% |
| ANET Arista Networks Inc. | 0.09% | 27,285 | $4.6M | Reduce -46.3% |
| MS Morgan Stanley | 0.09% | 22,168 | $4.6M | Reduce -24.0% |
| HONA Honeywell Aerospace Inc. | 0.09% | 20,942 | $4.6M | Reduce -90.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 46,086 | $4.4M | Reduce -9.3% |
| KMB Kimberly-Clark Corp. | 0.09% | 39,737 | $4.4M | Reduce -6.1% |
Portfolio Sells Q1 2026 → Q2 2026
| DB Deutsche Bank AG-Registered | Reduce -78.5% | 0.68% | −2.23 |
| HON Honeywell International Inc. | Reduce -90.4% | 0.09% | −1.99 |
| XOM Exxon Mobil Corp. | Reduce -19.5% | 1.83% | −1.12 |
| CVX Chevron Corp. | Reduce -1.5% | 3.13% | −1.02 |
| HONA Honeywell Aerospace Inc. | Reduce -90.5% | 0.09% | −0.93 |
| QCOM Qualcomm Inc. | Reduce -73.6% | 0.49% | −0.86 |
| KO The Coca-Cola Co. | Reduce -17.4% | 2.95% | −0.55 |
| MDLZ Mondelez International Inc. Class A | Reduce -77.0% | 0.15% | −0.53 |
| WM Waste Management Inc. | Reduce -52.6% | 0.27% | −0.35 |
| UNH Unitedhealth Group Inc. | Reduce -66.0% | 0.28% | −0.28 |
| NFLX Netflix Inc. | Reduce -0.0% | 0.39% | −0.16 |
| MET Metlife Inc. | Sold out | 0.00% | −0.16 |
| TROW T Rowe Price Group Inc. | Sold out | 0.00% | −0.14 |
| DUK Duke Energy Corp. | Reduce -65.3% | 0.06% | −0.14 |
| ABBV Abbvie Inc. | Reduce -45.6% | 0.20% | −0.13 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.13 |
| TXN Texas Instruments Inc. | Reduce -59.4% | 0.15% | −0.10 |
| SBUX Starbucks Corp. | Reduce -79.6% | 0.03% | −0.10 |
| NVDA Nvidia Corp. | Reduce -11.5% | 2.64% | −0.08 |
| OKE Oneok Inc. | Reduce -58.5% | 0.05% | −0.08 |
| CAT Caterpillar Inc. | Reduce -33.6% | 1.60% | −0.08 |
| ISRG Intuitive Surgical Inc. | Reduce -67.8% | 0.03% | −0.07 |
| AEP American Electric Power | Reduce -5.5% | 1.16% | −0.07 |
| SLB SLB Ltd. | Reduce -44.6% | 0.06% | −0.07 |
| SJM The JM Smucker Co. | Sold out | 0.00% | −0.06 |
| GILD Gilead Sciences Inc. | Reduce -24.1% | 0.10% | −0.05 |
| INTU Intuit Inc. | Reduce -45.0% | 0.02% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -26.5% | 0.29% | −0.05 |
| ABT Abbott Laboratories | Reduce -0.6% | 0.21% | −0.04 |
| HRL Hormel Foods Corp. | Sold out | 0.00% | −0.04 |
| ANET Arista Networks Inc. | Reduce -46.3% | 0.09% | −0.04 |
| BAC Bank of America Corp. | Reduce -18.6% | 0.34% | −0.03 |
| GEN Gen Digital Inc. | Sold out | 0.00% | −0.03 |
| WAT Waters Corp. | Sold out | 0.00% | −0.03 |
| DELL Dell Technologies -C | Reduce -89.2% | 0.01% | −0.03 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.03 |
| TMUS T-Mobile US Inc. | Reduce -5.4% | 0.06% | −0.02 |
| MAA Mid-America Apartment Comm | Reduce -46.1% | 0.03% | −0.02 |
| ICE Intercontinental Exchange Inc. | Reduce -33.4% | 0.02% | −0.02 |
| EQH Equitable Holdings Inc. | Sold out | 0.00% | −0.02 |
| STT State Street Corp. | Reduce -42.0% | 0.04% | −0.01 |
| XYL Xylem Inc. | Reduce -1.3% | 0.20% | −0.01 |
| FDXF FedEx Freight Holding Co. | Reduce -40.0% | 0.02% | −0.01 |
| BKNG Booking Holdings Inc. | Reduce -37.5% | 0.02% | −0.01 |
| DIS The Walt Disney Co. | Reduce -9.3% | 0.09% | −0.01 |
| AAON Aaon Inc. | Sold out | 0.00% | −0.01 |
| ADI Analog Devices Inc. | Reduce -26.4% | 0.10% | −0.01 |
| BSX Boston Scientific Corp. | Reduce -36.7% | 0.01% | −0.01 |
| PLD Prologis Inc. | Reduce -23.5% | 0.04% | −0.01 |
| HR Healthcare Realty Trust Inc. | Reduce -56.9% | 0.01% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| PYPL PayPal Holdings Inc. | Add +11526.7% | 1.30% | +1.29 |
| AVGO Broadcom Inc. | Add +10.6% | 3.63% | +0.82 |
| HPQ HP Inc. | Add +73.2% | 1.61% | +0.76 |
| MCD McDonald's Corp. | Add +66.7% | 1.91% | +0.53 |
| IBM Intl Business Machines Corp. | Add +2.9% | 3.95% | +0.49 |
| CMCSA Comcast Corp. Class A | Add +56.1% | 1.95% | +0.42 |
| CRM Salesforce Inc. | Add +54.5% | 1.84% | +0.36 |
| PG The Procter & Gamble Co. | Add +20.7% | 2.33% | +0.34 |
| GLW Corning Inc. | Add +146.3% | 0.42% | +0.33 |
| AMAT Applied Materials Inc. | Add +31.8% | 0.50% | +0.31 |
| V Visa Inc. Class A | Add +0.8% | 3.49% | +0.30 |
| MSFT Microsoft Corp. | Add +8.9% | 6.25% | +0.29 |
| JPM JPMorgan Chase & Co. | Add +0.8% | 3.20% | +0.22 |
| LLY Eli Lilly & Co. | Add +6.5% | 0.83% | +0.20 |
| HD Home Depot Inc. | Add +10.1% | 1.39% | +0.16 |
| JNJ Johnson & Johnson | Add +5.9% | 3.20% | +0.16 |
| DE Deere & Co. | Add +348.2% | 0.19% | +0.15 |
| WMT Walmart Inc. | Add +50.3% | 0.58% | +0.14 |
| CL Colgate-Palmolive Co. | Add +203.2% | 0.19% | +0.13 |
| TEL Te Connectivity PLC | Add +1073.8% | 0.13% | +0.12 |
| MMM 3M Co. | Add +57.5% | 0.23% | +0.09 |
| NOW ServiceNow Inc. | Add +65.3% | 0.25% | +0.08 |
| AMGN Amgen Inc. | Add +7.5% | 1.52% | +0.08 |
| MA Mastercard Inc. Class A | Add +20.8% | 0.52% | +0.08 |
| SYK Stryker Corp. | Add +83.3% | 0.16% | +0.06 |
| ORCL Oracle Corp. | Add +17.0% | 0.61% | +0.06 |
| COST Costco Wholesale Corp. | Add +40.0% | 0.29% | +0.06 |
| PGR Progressive Corp. | Add +318.6% | 0.07% | +0.06 |
| MRK Merck & Co. Inc. | Add +7.9% | 0.55% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | Add +69.6% | 0.22% | +0.05 |
| RTX RTX Corp. | Add +473.2% | 0.06% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +8.0% | 0.13% | +0.04 |
| TIGO Millicom Intl Cellular S.A. | New | 0.03% | +0.03 |
| NEM Newmont Corp. | Add +47.9% | 0.15% | +0.03 |
| MRVL Marvell Technology Inc. | New | 0.03% | +0.03 |
| RCL Royal Caribbean Cruises Ltd. | Add +325.4% | 0.03% | +0.03 |
| AMCR Amcor PLC | Add +67.2% | 0.06% | +0.03 |
| BLK BlackRock Inc. | Add +14.8% | 0.30% | +0.03 |
| FERG Ferguson Enterprises Inc. | Add +102.7% | 0.05% | +0.03 |
| GRMN Garmin Ltd. | New | 0.02% | +0.02 |
| DPZ Domino's Pizza Inc. | Add +143.3% | 0.05% | +0.02 |
| CLS Celestica Inc. | New | 0.02% | +0.02 |
| FIX Comfort Systems USA Inc. | Add +20.3% | 0.05% | +0.02 |
| WSM Williams-Sonoma Inc. | New | 0.02% | +0.02 |
| T AT&T Inc. | Add +55.9% | 0.34% | +0.02 |
| JCI Johnson Controls Internation | Add +45.7% | 0.06% | +0.02 |
| ED Consolidated Edison Inc. | Add +419.8% | 0.02% | +0.02 |
| ADBE Adobe Inc. | Add +37.1% | 0.20% | +0.02 |
| VICI Vici Properties Inc. | Add +36.8% | 0.08% | +0.02 |
| YUM Yum! Brands Inc. | New | 0.02% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 347 | $5.0B | GOOGL, MSFT, AAPL, CSCO, IBM |
| Q1 2026 | 354 | $4.8B | MSFT, GOOGL, AAPL, CVX, CSCO |
| Q4 2025 | 374 | $4.9B | GOOGL, MSFT, AAPL, IBM, JNJ |
| Q3 2025 | 353 | $4.8B | GOOGL, MSFT, AAPL, AVGO, V |
| Q2 2025 | 348 | $4.4B | MSFT, GOOGL, AAPL, AVGO, NVDA |
| Q1 2025 | 349 | $4.3B | MSFT, GOOGL, AAPL, AVGO, META |
| Q4 2024 | 334 | $4.2B | MSFT, GOOGL, AVGO, AAPL, PG |
| Q3 2024 | 303 | $3.8B | MSFT, GOOGL, NVDA, AVGO, META |
| Q2 2024 | 243 | $3.0B | MSFT, GOOGL, NVDA, AMZN, META |
| Q1 2024 | 245 | $3.0B | MSFT, GOOGL, AMZN, JNJ, NVDA |