Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Applied Industrial Technologies AIT Stock Holding History

Capital Fund Management (CFM)’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.4M Buy
30,695
+5,983
+24% +$1.84M 0.05% 571
2026
Q1 		$6.56M Sell
24,712
-15,651
-39% -$4.26M 0.03% 761
2025
Q4 		$10.4M Buy
40,363
+9,455
+31% +$2.42M 0.03% 811
2025
Q3 		$8.07M Buy
30,908
+17,698
+134% +$4.64M 0.02% 953
2025
Q2 		$3.07M Buy
+13,210
New +$3M 0.01% 1449
2018
Q4 		– Sell
-6,000
Closed -$470K – 1808
2018
Q3 		$470K Buy
+6,000
New +$454K ﹤0.01% 1614
2018
Q2 		– Sell
-3,700
Closed -$270K – 1938
2018
Q1 		$270K Sell
3,700
-20,700
-85% -$1.48M ﹤0.01% 1663
2017
Q4 		$1.66M Sell
24,400
-4,200
-15% -$267K 0.01% 1052
2017
Q3 		$1.88M Buy
28,600
+17,100
+149% +$992K 0.01% 784
2017
Q2 		$679K Buy
+11,500
New +$704K 0.01% 1037
2017
Q1 		– Sell
-4,200
Closed -$249K – 1430
2016
Q4 		$249K Sell
4,200
-5,500
-57% -$299K ﹤0.01% 1500
2016
Q3 		$453K Buy
+9,700
New +$453K ﹤0.01% 1241
2014
Q1 		– Sell
-6,400
Closed -$314K – 1671
2013
Q4 		$314K Sell
6,400
-4,586
-42% -$223K ﹤0.01% 1437
2013
Q3 		$566K Buy
+10,986
New +$556K 0.01% 1106

Other funds holding AIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Fund Management (CFM)'s AIT Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its Applied Industrial Technologies (AIT) stake by 24% in Q2 2026, buying an estimated $1.84M and bringing the position to 30,695 shares worth $10.4M. The position accounts for 0.05% of the portfolio, ranked #571.

Capital Fund Management (CFM) first reported a position in AIT in Q3 2013 and has held it in 14 quarters since. 623 funds tracked by Wall St. Rank hold AIT as of Q2 2026.

  • Capital Fund Management (CFM) held 30,695 shares of Applied Industrial Technologies worth $10.4M as of Q2 2026.
  • Capital Fund Management (CFM) bought 5,983 Applied Industrial Technologies shares in Q2 2026, an estimated $1.84M.
  • Applied Industrial Technologies made up 0.05% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #571 holding.
  • Capital Fund Management (CFM) first reported a position in Applied Industrial Technologies in Q3 2013 and has held it in 14 quarters since.
  • 623 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.