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Basecamp Wealth Advisors’s Columbus McKinnon CMCO Stock Holding History

Basecamp Wealth Advisors’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
Q2 		$2.07K Sell
137
-65
-32% -$968 ﹤0.01% 1362
2026
Q1 		$2.94K Buy
202
+109
+117% +$2.03K ﹤0.01% 1307
2025
Q4 		$1.6K Buy
+93
New +$1.49K ﹤0.01% 1402

Other funds holding CMCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BGC
Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
SCM
Stanley Capital Management Houston, Texas $754M AUM 69.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Basecamp Wealth Advisors's CMCO Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Columbus McKinnon (CMCO) stake by 32% in Q2 2026, selling an estimated $968 and leaving 137 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Basecamp Wealth Advisors first reported a position in CMCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.94K in Q1 2026. 176 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

  • Basecamp Wealth Advisors held 137 shares of Columbus McKinnon worth $2.07K as of Q2 2026.
  • Basecamp Wealth Advisors sold 65 Columbus McKinnon shares in Q2 2026, an estimated $968.
  • Columbus McKinnon made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1362 holding.
  • Basecamp Wealth Advisors first reported a position in Columbus McKinnon in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Columbus McKinnon position peaked at $2.94K in Q1 2026.
  • 176 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.