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Avion Wealth’s Columbus McKinnon CMCO Stock Holding History

Avion Wealth’s Portfolio CMCO Stock Details CMCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$0 Hold
36
– – ﹤0.01% 1295
2025
Q4 		$0 Hold
36
– – ﹤0.01% 1287
2025
Q3 		$0 Hold
36
– – ﹤0.01% 1253
2025
Q2 		$0 Buy
+36
New +$550 ﹤0.01% 1238

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Stanley Capital Management Houston, Texas $598M AUM 33.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Avion Wealth's CMCO Position: Q1 2026 in Review

Avion Wealth held its Columbus McKinnon (CMCO) position steady in Q1 2026 at 36 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Avion Wealth first reported a position in CMCO in Q2 2025 and has held it in 4 quarters since. 199 funds tracked by Wall St. Rank hold CMCO as of Q1 2026.

  • Avion Wealth held 36 shares of Columbus McKinnon worth $0 as of Q1 2026.
  • Avion Wealth left its Columbus McKinnon share count unchanged in Q1 2026.
  • Columbus McKinnon made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1295 holding.
  • Avion Wealth first reported a position in Columbus McKinnon in Q2 2025 and has held it in 4 quarters since.
  • 199 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.