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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
Q3 		$1K Buy
66
+30
+83% +$506 ﹤0.01% 1180
2026
Q2 		$0 Hold
36
– – ﹤0.01% 1477
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

Blue Grotto Capital
Blue Grotto Capital Atlanta, Georgia $1.46B AUM 33.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Heartland Advisors
Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Bernzott Capital Advisors
Bernzott Capital Advisors Camarillo, California $233M AUM 9.08% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Avion Wealth's CMCO Position: Q3 2026 in Review

Avion Wealth increased its Columbus McKinnon (CMCO) stake by 83% in Q3 2026, buying an estimated $506 and bringing the position to 66 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Avion Wealth first reported a position in CMCO in Q2 2025 and has held it in 6 quarters since. 77 funds tracked by Wall St. Rank hold CMCO as of Q3 2026.

  • Avion Wealth held 66 shares of Columbus McKinnon worth $1K as of Q3 2026.
  • Avion Wealth bought 30 Columbus McKinnon shares in Q3 2026, an estimated $506.
  • Columbus McKinnon made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1180 holding.
  • Avion Wealth first reported a position in Columbus McKinnon in Q2 2025 and has held it in 6 quarters since.
  • 77 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.